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Podcast: Excess Returns
Episode: A Deep Dive into Sector Investing with State Street's Matt Bartolini
Description: Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made for a strategy in the middle of those two that focuses on sectors. Sector investing allows investors to make active bets without the idiosyncratic risk that comes with picking individual stocks. In this episode, we cover sector investing in depth with Matt Bartolini, the Head of SPDR Americas Research at State Street. We cover the current sector landscape and how it has changed over time. We also review the r...