As investors confront concerns generated by Greece default and a shrinking China, as well as the possibility of a U.S. recession despite earnings season revving up, many wonder how and whether they should reposition their portfolios. While some may cash out and wait on the sidelines, historical data shows how sector-based strategies do at times outperform their parent benchmarks in bear market cycles, or over longer-term horizons.
Session topics will include:
- Learning how to use various sector strategies in your capital preservation toolbox
- Drilling into sector strategies based not only on the S&P 500®, but also the S&P SmallCap 600®, S&P Global 1200, and S&P 500 Equal Weight Indices
- Discovering through real-life examples how put and call options can act as complements to long-only sector plays
Luke King, Vice President of Trading, Main Management
Randy Swan, Portfolio Manager, Swan Global Investments
Sam Stovall, U.S. Equity Strategist, S&P Capital IQ