Summary
- U.S. equity markets are grappling with the highest inflation in decades, critical central bank policy decisions, and slowing economic growth.
- Energy’s positive dispersion can be attributed to the outperformance of energy stocks this year, which has propelled the S&P Energy Select Sector Index to be up over 60% through November.
- The performance of semiconductors is yet another example that highlights the theme of sector dispersion and why futures can be a useful tool in managing these varying risks.
For further details see:
What 2022 Taught Us About Equity market Sectors