Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made for a strategy in the middle of those two that focuses on sectors. Sector investing allows investors to make active bets without the idiosyncratic risk that comes with picking individual stocks. In this episode, we cover sector investing in depth with Matt Bartolini, the Head of SPDR Americas Research at State Street. We cover the current sector landscape and how it has changed over time. We also review the research on sector rotation strategies and the pros and cons of the common approaches used to invest in sectors.

We hope you enjoy the discussion.

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Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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A Deep Dive into Sector Investing with State Street's Matt Bartolini

Excess Returns

A Deep Dive into Sector Investing with State Street's Matt Bartolini