European Investors' Guide to Staying Nimble With U.S. Sector Rotation

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Sector rotation strategies are gaining traction globally. But what types of strategies make the most sense for European investors specifically, and how does the S&P 500® factor in?

Hear perspectives from renowned investment strategist Sam Stovall of CFRA and Rebecca Chesworth of SSGA on topics including:

  • The ins and outs of rules-based sector strategies and when to rotate or retreat
  • U.S. sector and industry indices as diversifiers, portfolio building blocks, and tactical plays to unlock potential outperformance and efficiently connect broader themes to their market effects
  • What to consider when implementing sector strategies in Europe, including macroeconomic influences.
 
Sam Stovall  
Sam Stovall
 
Chief Investment Strategist
 
CFRA, Equity and Fund Research
 
Rebecca Chesworth  
Rebecca Chesworth
 
Head of Equities & Sectors Strategy, SPDR ETFS EMEA
 
State Street Global Advisors
 
Tim Edwards  
Tim Edwards
 
Managing Director, Index Investment Strategy
 
S&P Dow Jones Indices
 
Hamish Preston  
Hamish Preston
 
Senior Associate, Index Investment Strategy
 
S&P Dow Jones Indices

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