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.
Podden och tillhörande omslagsbild på den här sidan tillhör RBC Capital Markets. Innehållet i podden är skapat av RBC Capital Markets och inte av, eller tillsammans med, Poddtoppen.