Sector Atlas 2024 the outpriced, the outcasts and the outliers

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Executive Summary

Heavy political agenda to test global economic resilience once more.
Corporate earnings towards a recovery?
Looking closer into sectors, we identify 3 main clusters: (i) sectors facing weaker demand and lower pricing power, (ii) sectors facing supply chain and geopolitical challenges and (iii) industries with stable or improving outlook.
Given this context, the majority of our sector ratings fall into the ‘Medium’ or ‘Sensitive’ risk categories.