As the global economy moves towards reopening, and a fiscal stimulus programme gathers pace in the US, is it time to look at sectors that will benefit from an economic rebound and a recovery in consumer spending? Cyclical sectors such as mining, banks and consumer discretionary could all see a revival, potentially outpacing tech stocks in coming months.
This webinar covers a macroeconomic overview, including what economic recovery looks like and what exactly defines cyclical rebound, as well as a deep dive into the funds and sectors to watch, how a cyclical focus can fit into portfolio construction and what to look out for in 'cyclical' funds.
View this one-hour webinar as we explore these sectors and how the cyclical debate affects funds as well as their investment exposure. The full session is available to watch for 30 days.
Watch now at www.investorschronicle.co.uk/cyclicalrebound