SERIES

Quarterly Sector and Investment Research Update

Make informed decisions with comprehensive, data-driven investment research from Fidelity's Quantitative Market Research Team.

Technology and financial stocks look attractive.

Third Quarter 2025

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Solid fundamentals may bolster the outlook for technology stocks, while strong relative valuation may be constructive for financials. The quick rotation to defensive sectors, including communication services, consumer staples, and utilities, may have already priced in recession fears, leaving these stocks with little room to grow.