How to Select Sector Rotation?
Hey, I'm joining top BB this summer and was curious how should I select sector rotations? Anything particular worth consideration, beyond pure interest in the industry?
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If that's important - it's a London opportunity
Sectors that I believe are poised to be interesting this summer:
Aerospace & Defense
Energy
Tech / AI
Financials.
You are welcome.
Thank you.
Tech even in Europe? Should I optimize for anything particular?
I hear you about tech even in Europe. I can reframe my list to be more European focused:
Aerospace, Defense, Sea, Military type sectors
Even industrials for that matter
Energy
Chemicals
Transports
Consumer
Tech more focused on AI in-roads and communications.
Good luck
Which area specifically in financials? WM / AM, Banks or Insurance?
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