The Best Sectors to Survive in the Economy

The four sectors that we continue to like the most are technology, communication services, healthcare, and then consumer discretionary. But this is a market where selectivity is absolutely critical because you are seeing a record amount of dispersion between sectors and sub-industries. Even within every sector, you can find areas that are actually reaping the benefit, if you will, of this recover. Some that are just still in the lower ends, and there's a stall pattern before they're actually going to get their momentum back.