Skip to content
Jun 03 2022

A Quiet—And Surprising—Outperformance?

  • Jun 3, 2022

In 2022, the quintessential stock-market inflationary beneficiaries—energy stocks—have dominated leadership. However, defensive investments have also been popular in a turbulent overall market, including Utilities, Staples, Pharma, dividend aristocrats, high-quality stocks, and low-vol investments. On the flip side, investors have focused on the demise of new-era stocks within Technology and Communications Services, and the destructive impact of rising inflation on Consumer Discretionary stocks.

Subscribe to Paulsen's Perspective

Paulsen's Perspective subscriptions include a no-obligation 14-day trial. Cancel at any time before the 14 days are over and you will not be billed.

Subscribe now
James Paulsen


For full access, please enter your credentials.

About The Author

James Paulsen / Chief Investment Strategist

Interested in Investing in a Model?

Contact us if you are interested in investing in our ETF models.