S&P IQ Talks Tactical Sector Strategies

S&P Capital IQ Research Director Todd Rosenbluth joined joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how advisors can tactically use sector exchange traded funds and what some of the hot sectors could be in 2015.

Rosenbluth highlighted economically-sensitive sectors, such as industrials and technology, as potential outperformers this year.

“Technology companies have stronger growth prospects than the broader market,” said Rosenbluth. “Capital IQ consensus data says 2015 is going to be a stronger year than the S&P, yet the sector trades a discount on P/E and a P/E to growth basis.

Rosenbluth also highlighted consumer staples and utilities as richly valued, noting that the utilities sector is home to a number of overvalued stocks and is vulnerable to rising interest rates.

The full video can be seen here.

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First Trust Nasdaq Technology Dividend Index ETF (TDIV) is a component of the D2 Capital Management Multi-Asset Income Portfolio. Current yield on the portfolio is 5.50% and year to date the portfolio is up 2.05% (as of 3 March 2015).

Disclosure:  I own the D2 Capital Management Multi-Asset Income Portfolio

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