Sector & Equity Compass - Stay Selective Amid Inflation

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In Q1 2022, investing by sector once again gave investors much more beta opportunity — in terms of return dispersion — than country or factor exposures. Investing in US energy delivered a net return of 39% and world energy gained 31%; no other sector came close. The level of return dispersion on a three-month basis is top percentile for the last three years.

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