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Apr 08 2026
Equity Strategies

Leuthold Portfolios Update - March 2026

  • Apr 8, 2026

The Energy sector jumped to the top of the GS Scores’ composite rankings this month. Analysts are revising earnings higher, signaling the Iran conflict may translate into real fundamental strength. 

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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