2017 was a strong year for stocks, but some sectors were more rewarding for investors than others. Denise Chisholm, Sector Strategist at Fidelity, joins us to explain which sectors could be ready to break out in 2018.
Chisholm points to data suggesting we may be in the early stages of an extended profit recovery. She says this supports a pro-cyclical environment, which would benefit sectors such as financials, industrials, and technology. On the flip side, Chisholm adds that more stable sectors such as utilities and telecom tend to underperform.
Ken Shepard, Head of Specialty Asset Management at Bank of America, discusses the importance of real assets and unpacks the bank's specialty asset outlook.
Cardinal Health's Debbie Weitzman explains how the company's Advanced Therapy Solutions Innovation Center aims to improve access to specialty medicines. Watch!
