Season 8 · Episode 13
Early Thoughts on the 2025 S&P 500 Sector Outlook
RBC's Markets in Motion · RBC Capital Markets
December 4, 20245m 31s
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Show Notes
Today in the podcast: Our thoughts on the outlook for the S&P 500 sectors in 2025, with a focus on those where we've made changes to our view.
The big things you need to know: First, we have upgraded Communication Services from market weight to overweight. Second, we are downgrading Health Care to market weight from overweight. Third, we are downgrading Materials from overweight to market weight.