Favor Cyclical Sectors, but Budget Battles Lie Ahead
Big PictureWe continue to favor business spending- oriented, cyclical sectors based on our expectation of modest economic growth, not recession, and attractive valuations.
Key investment themes include housing, emerging markets, and domestic manufacturing.
Favored sectors include industrials, materials, and technology, while health care warrants consideration for a more positive view.
Sector stances could change based on policy decisions in Washington as discussed in our LPL Financial Research Outlook 2013 publication. (Read more)
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At the LWP Group, we're here to help you with all your financial planning needs. Including working with you to select the right portfolio options that work within your overall plans. We hope these LPL Financial Sector Strategy posts provide you some insight into current market conditions. Visit our website www.TheLWPGroup.com or simply give us a call with any questions you may have. (734) 424-1700