As an investor, you can slice and dice the market, or the market can slice and dice you. For those who prefer the former, mutual fund powerhouse Fidelity Investments is out with a report on the top 30 investment themes the firm’s stock-sector specialists see as shaping lives and equity portfolios in 2012 and beyond.
Read the full report here. You won’t find specific stock buys and sells, but the themes are provocative and offer investors a better understanding of sector dynamics, headwinds and strengths. Some examples:
Consumer Discretionary: Emerging markets and high-end consumer strength
Consumer Staples: Brand power; emerging-markets growth.
Energy: New drilling techniques and liquid natural gas.
Financials: Dominance of Chinese banks and challenging “Age of Austerity”
Health Care: Personalized medicine; aging populations.
Industrials: Competitive threat from China; energy efficiency
Technology: Cloud computing; software as a service
Materials: Agriculture demand; gold as a reserve currency
Telecommunications: Wireless data; cellular towers
Utilities: Stricter environmental regulations; low-cost natural gas
And, for a look at Fidelity’s best and worst sector funds for 2011, check out MarketWatch contributor Sam Subramanian’s column here.
– Jonathan Burton, Money & Investing Editor
Source; http://blogs.marketwatch.com/thetell/2011/12/21/how-to-play-10-stock-market-sectors-in-2012/
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