(Premium) Industrials Sector Update – June

While prepping today’s Industrial sector note, the biggest question was not which charts to include, but rather, which charts can we leave out?

All year we’ve been talking about the underlying strength within the sector, but that underlying strength hasn’t really mattered. The only thing that’s mattered is large cap growth – investing anywhere else has led to rather sub-par gains.

Still, we’ve kept our overweight rating on Industrials because we’ve viewed them as the best positioned of all the value-tilted sectors, and we’ve believed that a rotation back from growth into these other areas of the market was likely.

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