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The Shifting Landscape of Equity Sector Composition

Wells Fargo Investment Institute - September 17, 2020

Key takeaways

  • The composition of equity benchmark indexes has evolved with the economy in recent decades, causing investors to rethink their approach to investing in sectors.
  • Traditional labels such as growth, value, cyclical, and defensive can be useful tools, but they may be less relevant in today’s investment environment.
  • Our approach to developing equity sector guidance is all-encompassing — as we consider macroeconomic, fundamental, thematic, valuation, and technical drivers.

Download the report (PDF)