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Sector investing — it's a typical strategy for advisors if their clients are looking beyond broad market exposure by targeting a specific sector. The concept is fairly straightforward, but implementing the strategy is not as simple as it sounds.

The Investment Committee debate the consumer discretionary sector as consumer confidence beats.

The U.S. economy sent conflicting signals last week as a sharp deceleration in growth collided with unexpectedly stubborn inflation. While the S&P 500 managed to break its recent losing streak, the Federal Reserve's primary inflation gauge hit its highest level since early 2024, complicating the outlook for potential interest rate cuts later this year.

When the economy heats up and consumers open their wallets, they don't just buy more toothpaste.

The U.S. labor market showed further signs of cooling last week as private sector hiring slowed and job openings reached their lowest levels in over five years. While a brief government shutdown delayed official federal employment data, private reports and turnover summaries reinforced a narrative of diminishing demand for workers.