Rising bond yields mean these stock-market sectors have the most to gain — or lose

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Rising bond yields are sending shivers through the stock market. Here's a sector-by-sector breakdown of what history says about a rising rate environment.

Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.

“Since 1990, during rising rate environments, the more cyclical sectors have outperformed,” Adam noted. “The average annualized outperformance relative to the S&P 500 and the percentage of time it outperforms the S&P 500 is largest for the tech, consumer discretionary and industrials sectors — three of our preferred sectors,” while higher dividend-yielding sectors like utilities, real estate and consumer staples tend to underperform.

The Dow Jones Industrial Average DJIA, +0.33% was marginally positive, while the S&P 500 SPX, -0.31% was off 0.5%. But Adam argued that inflation not only is unlikely to “short circuit” the rally, it may be a welcome development for stock-market bulls.

 

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