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WHERE TO INVEST WHEN ISM IS OVER 50

9 September 2009 by Cullen Roche 0 Comments

After the recent ISM reading of 53 and growing signs of economic stability investors have continued to pile into higher risk assets.  According to Goldman Sachs certain sectors within this move into high risk assets will outperform when the ISM shows the economy in expansionary mode.   After experiencing recent outperformance in financials and consumer discretionary stocks as ISM troughed and ran up to 50, it may now be wise to shift assets into energy, tech, staples, materials and industrials.

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