Russ Mould

“Information Technology has gone from penthouse to outhouse and slumped from being the best performer to the worst,”

Russ Mould · said 2026-11-09 · reported 2026-11-11

Mould described the IT sector's shift from best-performing to worst-performing in the second half of 2026.

“Such movement matters, and can help stock pickers with their selections, bearing in mind the old adage that 'a bad stock in a good sector will outperform a good stock in a bad sector,'”

Russ Mould · said 2026-11-09 · reported 2026-11-11

Mould said sector rotation movement can help stock pickers with their selections, citing an old adage.

“in a state of alert, judging by how investors are rotating their sector exposures.”

Russ Mould · said 2026-11-09 · reported 2026-11-11

Mould described equity markets as being in a state of alert based on investor sector rotations.

“Energy has been resilient as have Consumer Staples and Healthcare, while Industrials have been noticeably weak. These trends could reflect nagging worries over the economic outlook for next year, as well as worries over whether air is leaking out of an AI 'bubble.'”

Russ Mould · said 2026-11-09 · reported 2026-11-11

Mould attributed sector performance trends to economic outlook worries and concerns about a possible AI bubble.