If you’re feeling less than confident about where to invest your money, welcome to the increasingly crowded club. We’ve had a volatile, disorienting 2016 so far, where every silver lining makes you painfully aware of the brooding dark cloud it’s attached to.
Take the U.S. stock market. The S&P 500 is up 14% since February. Huzzah! Or not. That leap merely pulled the market out of last winter’s China-driven slump, and since that mini-recovery it’s been back to flat. The sectors of the economy whose stocks are down this year are the powerhouses we’ve counted on for years to drive our portfolios—financial services, health care, and information technology.
