How to invest in sectors using the business cycle

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How to invest in sectors using the business cycle
Use economic signals to see what sectors may shine at what turn in the business cycle.
By Lisa Emsbo-Mattingly, Director; Dirk Hofschire, CFA, SVP; and Miles Betro, CFA, Analyst, of Fidelity Asset Allocation Research,
Fidelity Viewpoints
– 06/11/2013

At any given time, asset price fluctuations are driven by a confluence of various short-, intermediate-, and long-term factors. For this reason, adopting a comprehensive asset allocation framework that analyzes underlying factors and trends among the following three temporal segments can be an effective approach: tactical (one to 12 months), business cycle (six months to five years), and secular (five to 30 years).

https://www.fidelity.com/viewpoints/how ... ness-cycle

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