Skip to Content
Quarter-End Insights

Consumer Cyclical: Global Uncertainty Could Benefit Travel and Leisure Investors

Online booking of experiences should continue to increase.

Mentioned: , ,

The Consumer Cyclical sector has lagged market returns recently, returning 7.1% in the fourth quarter compared with the broader U.S equity market's 9.0% as of Dec. 31 (Exhibit 1).

Sector returns continue to trail the market. - source: Morningstar

Erin Lash does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.