The Energy Sector Is A No-Brainer, but There’s More to Come

Historically, different market sectors and investments have responded differently as the economy moves from one stage of the business cycle to the next. Understanding how various  financial assets have historically performed at various points in the business cycle can help investors identify opportunities and risks and adjust their portfolios accordingly.  Shifts from one phase of the business cycle to the next have historically taken place every few months or years on average. With the global monetary tightening cycle almost over, many…