Everything on Sector Strategy

Elevated memory chip costs are compressing hardware manufacturer margins, triggering a strategic rotation from high-multiple tech stocks to defensive healthcare and consumer staples.

Impact: Investors reallocating capital to resilient sectors will capture steady earnings growth while mitigating technology valuation volatility.

— from H2 2026 Market Outlook: Sector Rotation, Geopolitical Stabilization, and Equity Reallocation · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Jun 27, 2026