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Sep 14 2020
Of Special Interest

Consumer Discretionary: Neither Fish Nor Fowl

  • Sep 14, 2020

The combination of rebounding economic activity and a surging (peaking?) enchantment with mega cap growth stocks is pressing investors to make an important tactical call: whether to take profits in some highfliers and shift assets to sectors with more cyclical exposure and better valuations.

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Consumer Discretionary Cyclicals Amazon Value 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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