Consumer Cyclical: Global Uncertainty Could Benefit Travel and Leisure Investors
Online booking of experiences should continue to increase.
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.