Please join Rebecca Chesworth, Senior Equity ETF Strategist for SPDR ETFs and Gideon Ozik, Founder of MKT MediaStats (partner of State Street Global Markets) as they consider the major themes for Q3 and how they might play out in markets. The key questions the speakers will look to address include:
• What insights does the MKT MediaStats AI platform currently give us?
• Is AI likely to continue dominating investor discussions?
• Looking at AI alongside a still uncertain economic outlook, which sectors could offer opportunities?
Webinar is now available on demand
SPDR Sector Picks for Q3 are:
• Technology – it is just the beginning of thinking about AI potential, with the gains led by hyperscalers. Every company will need a data strategy, driving orders for the sector
• Industrials – investors are looking beyond poor PMIs, with a new industrial supercycle possible on infrastructure investment funded by fiscal spending. AI will mean new demand for electrical products
• Health Care - drug discovery takes 10-15 years or more , with very high costs, time and failure rates. Advanced technology is already being used in a big way and yet the market isn’t talking about it For more information on these sectors, plus investor behaviour, and favoured equity regions, please see the Sector & Equity Compass
