It seems that at least once or twice per week we are asked, in some form or another, one of the following questions:

• What sectors do you rate as a buy right now?
• Do you like Financials? What about Technology?
• What is going to be the next big sector?
• What sectors do you think are best in bull markets? And which ones are best for sheltering gains in bear markets?

Our short answer to any sector questions is simple: we like NONE of them. But, at the same time, we also can say we like ALL sectors. Or more specifically, we like certain aspects of every sector, while we also dislike aspects of all sectors.

Confused? Guess it’s not so simple of an answer.

In this special edition of Tematica Insights we explain why thinking of investments from a sector perspective is out-dated at best, and fatally flawed at worst. Thinking of investments from a sector perspective is out-dated at best, and fatally flawed at worst. It’s over simplifying to identify any one or two sectors as having the most potential. In any sector, there will be some companies that seize on a new opportunity faster than others as new trends or themes emerge in today’s world.

Companies Mentioned

• Alphabet (GOOGL)
• Amazon Prime (AMZN)
• American Water Works (AWK)
• Apple (AAPL)
• Chipotle Mexican Grill (CMG)
• Etsy (ETSY)
• Exxon (XOM)
• Facebook (FB)
• InterDigital (IDCC)
• McDonald’s (MCD)
• Netflix (NFLX)
• Qualcomm (QCOM)
• Royal Dutch Shell (RSH.A)
• Shopify (SHOP)
• Tesla Motors (TSLA)