Which Sectors Offer the Most Opportunity Today? - Adviser Investments

Which Sectors Offer the Most Opportunity Today?

November 4, 2021

graphic of Research Analyst Liz Laprade answering what sectors are offering opportunity

What sectors should investors overweight for the rest of 2021? And what’s looking attractive for 2022? Here’s what Research Analyst Liz Laprade said in our recent webinar,  Booster Shots, Market Shocks and the End of Fed Intervention:*

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Liz Laprade:

We’ll start by looking at the short term. Using our global tactical strategy as a barometer, the areas that strategy is invested in right now are places like transportation, international small-caps and technology.

If you want to broaden out to a longer term, looking ahead to 2022, I do think inflation will influence what areas might be better opportunities than others. For example, you might want to be in higher-quality companies. They can afford to pay the steeper prices associated with their supply chain and not pass it on to the consumer, or they can pass it on to the consumer but their product is so sticky that buyers are willing to pay the higher prices instead of going to a competitor. Within your equity sleeve, I think those would tend to be your bigger blue-chip dividend-paying stocks. That’s an area I expect might do well if inflation remains high.

Click here for more from Liz, including a replay of our recent webinar Booster Shots, Market Shocks and the End of Fed Intervention. Please contact us at (800) 492-6868 to learn more about comprehensive wealth management solutions.


*Webinar recorded after the market closed on Wednesday, October 20, 2021.

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