Quilter Cheviot's investment team have assessed the best and worst performing sectors from the recent record-breaking US bull market run.
Quilter Cheviot's investment team have assessed the best and worst performing sectors from the recent record-breaking US bull market run. The S&P 500 is now in its longest ever bull market. While the team believe the current run will continue, and that key sectors like technology will keep winning, other sectors could now come to the fore. This is most obvious in industrials, where the nature of the capex cycle is changing, they said. While other areas such as car manufacturers and physical retailers may look optically cheap, we believe they remain structurally challenged. Here, th...
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