RBC's Calvasina: Tech to Outperform After Final Fed Hike

The video discusses a balanced investment strategy focusing on defense, growth, and value sectors. It highlights the reduction in cyclicality by pulling down financials and emphasizes energy as a strong long-term sector. The video also covers growth sectors like tech and industrials, noting their positive revisions, and defensive sectors like healthcare, which is seen as reasonably valued. The discussion includes market volatility, sector exposure, and the tech sector's performance in relation to Fed policy changes.

How does the speaker view the healthcare sector compared to utilities?

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What does the speaker suggest about the technology sector's performance following rate changes?

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