IHS Global Insight's sector rotation strategy for the U.S. for 2010

Ranking Stock Market Sectors by Their Potential for Investment Return

IHS Global Insight's sector rotation strategy is based upon the company's expertise in macroeconomic, industry and financial analysis and is focused on providing fundamental forward-looking metrics for security valuation - such as sector profits, dividends, and free cash flow. These are used to calculate and rank the sectors that have the highest potential for total return in North America, Europe and worldwide. The sector rotation advisory is part of the World Industry Service Stock Sector Rotation Strategy, which assists asset managers in identifying the most profitable sectors for investment within equity markets.

Stock Market Sectors in the U.S. with the Strongest Potential in 2010 Are Information Technology and Telecommunications

Currently the IT and Telecoms sectors have the best potential in the U.S. for 2010. Next in attractiveness are consumer staples, energy, and utilities. The sectors with the worst investment potential are predicted to be the consumer discretionary, industrials, financial, health care and basic materials sectors.

Related Material:
Press Release - 18 Dec 2009

Free Offering:
Stock Sector Rotation Strategy: 2010 Executive Summary (U.S.)