Societe Generale sees broadening rally favoring equal-weight strategy in 2H26
Investing.com -- Societe Generale told clients in a note Friday that market leadership has rotated from Materials and Staples earlier this year toward Energy, Technology and Healthcare, with the firm maintaining a preference for equal-weight exposure as the broadening trade continues into the second half of 2026. Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.
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Investing.com -- Societe Generale told clients in a note Friday that market leadership has rotated from Materials and Staples earlier this year toward Energy, Technology and Healthcare, with the firm maintaining a preference for equal-weight exposure as the broadening trade continues into the second half of 2026. Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs. The firm said it has held a "longstanding bullish call on the broadening trades" via the S&P 500 Equal Weight index for 18 months, alongside overweight positions in Industrials, held for the past four years, as well as Utilities and Materials. Societe Generale analysts said Financials and Consumers represent a "catch-up" opportunity in the second half of the year.
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- Investing.com -- Societe Generale told clients in a note Friday that market leadership has rotated from Materials and Staples earlier this year toward Energy, Technology and Healthcare, with the firm maintaining a preference for equal-weight exposure as the broadening trade continues into the second half of 2026. Societe Generale described "Broadening in Full Bloom" as its core view, noting most major equal-weight cyclical sectors are now at all-time highs.
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Societe Generale sees broadening rally favoring equal-weight strategy in 2H26
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