Consumer Discretionary In The Great Rotation

2026-02-24 14:25:50 ET

Consumer staples companies ( XLP ) are the big winners so far in 2026, behind the energy ( XLE ) and basic materials ( XLB ) sectors. This movement is part of a process that headlines have called the "Great Rotation," a period in which investors move out of technology and growth assets to take refuge in defensive and value assets. Not only that, they are also selling off large-cap assets to buy small-cap companies. Finally, there is also a geographical rotation where investors are looking for some opportunities in the emergent markets such as Brazil ( EWZ ) or Turkey ( TUR )....

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