In this Collection... First published on 11th Mar 2016
The variation in performance from one sector to another each year can be truly astounding, so much so that sector trends can sometimes overwhelm company fundamentals. Even the best Internet stocks crashed in 2000. Of course, it’s not always so extreme, but being in the right sectors and avoiding the wrong ones can make be a significant factor in generating returns. This week, we asked 3 of our regular contributors about a sector that is starting to look overbid. Could one of these be the next sector to crash? Answers from Hyperion Asset Management, Wilson Asset Management and Eley Griffiths Group.
