As one would expect euphoric periods offer poor returns and periods with horrendous sentiment tend to offer more attractive returns. Let’s see where the crowded trades are now.
Hypothetically speaking, if you had to invest in a particular area of the U.S. economy, which do you think would offer the best investment opportunity?
China continues to dominate market headlines, as global tariff wars heat up. Many companies are benefitting from growing domestic consumption and spending power in China and the rest of Asia.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).
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