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Stephanie Link: Disparate sector performance highlights catch-up rally in broader averages

Stephanie Link: Disparate sector performance highlights catch-up rally in broader averages
Sector divergence highlights catch-up rally

Broader market indices saw sharp declines this week, with SPX down 2.7% and CCMP falling 3.4%. In contrast, sectors including XLC rose 5.4%, XLY increased 3.3%, and healthcare, real estate, staples, and financials saw gains of 1–2%. Stephanie Link, Managing Director and Portfolio Manager at Hightower Advisors, described the move as more than a defensive rally and suggested it was a catch-up rally after these sectors had become cheap and overlooked.

Earlier this month, Stephanie Link highlighted a 7% weekly decline in XLK as energy, staples, and healthcare posted gains and financials showed signs of recovery in her coverage of sector performance here. In a separate article, she also noted SpaceX's acquisition of 800 MHz spectrum for Starlink Mobile here. These developments reflect Link’s focus on notable shifts across industries.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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