Skip to content
Nov 06 2023
Equity Strategies

Select Industries Plays Defense

  • Nov 6, 2023

Health Care Equipment and Health Care Supplies were both downgraded to Unattractive this month.  Weight-loss drugs have generated most of the negative headlines in the space, but we’ve also observed slow and steady deterioration in top- and bottom-line growth. 

Login

For full access, please enter your credentials.

About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager

Greg Swenson Sr. Research Analyst & Co-Portfolio Manager

Greg is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Grizzly Short Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

current issue

featured articles

recent tags
[ALL]

Japan (47) Factor Performance (17) Wealth Effect (9) Bank Lending (1) Dollar (55) Inflation (584) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Value (130) Treasuries (79) Long T-Bonds (24) Active vs. Passive (17) Yield Curve (85) Economy (282) Federal Spending (2) Stock Market Performance (1) Fed Policy (173) Federal Debt/Deficit (194)