Yes A checkmark with a circle around it close Wells Fargo Advisors on Facebook Facebook symbol, links to WFA Facebook page Wells Fargo Advisors on Linkedin Linkedin symbol, links to WFA Linkedin page
Skip to Main Content
Wells Fargo Advisors Logo
Sign on

Equities—In Depth

A deeper analysis of investment trends and topics across asset classes and global markets.

September 17, 2020

Mark Litzerman, CFA, Head of Global Portfolio Management

Sameer Samana, CFA, Senior Global Market Strategist

Chris Haverland, CFA, Global Asset Allocation Strategist

Ken Johnson, CFA, Investment Strategy Analyst

Chao Ma, PhD, CFA, FRM, Global Portfolio and Investment Strategist

Krishna Gandikota, Investment Strategy Analyst

The Shifting Landscape of Equity Sector Composition

call out

end call out

Key Insights

call out
  • 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.
end call out