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Sep 04 2020
Of Special Interest

Research Preview: Not Your Parents’ “Discretionary”

  • Sep 4, 2020

The combination of rebounding economic activity and a surging enchantment with mega-cap growth stocks is pressing investors to make an important tactical call: whether or not to exit some highfliers and shift assets to sectors with more cyclical exposure.

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Consumer Discretionary Amazon Value Cyclicals Consumer Discretionary S&P 500

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About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

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September 2020
Volume 40
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