Personal Finance Insider's video: Fidelity Sector Expert: Buy Stocks That are Sensitive to the Economy

In the Fidelity Insight of the week, Silverstein speaks with Denise Chisholm, a sector strategist for Fidelity Investments. Chisholm talks about earnings growth, noting that the US market was in a corporate profit recession from 2013 to 2016, which she attributes to a defensive rotation. She says that cyclical sector outperformance will remain a key theme in 2018. Chisholm highlights a continued decline in the dollar, which she says will boost corporate profit growth and lead to accelerated inflation. She also notes that economically sensitive sectors tend to outperform with higher rates, even though a lot of investors think higher rates are bad for growth. Chisholm goes on to say that, based on past instances of tax reform, it will be good for cyclical stocks, like tech, consumer discretionary, energy, industrials, financials, materials, and REITs.  -------------------------------------------------- Follow BI Video on Twitter: http://bit.ly/1oS68Zs Follow BI on Facebook: http://bit.ly/1W9Lk0n Read more: http://www.businessinsider.com/ -------------------------------------------------- Business Insider is the fastest growing business news site in the US. Our mission: to tell you all you need to know about the big world around you. The BI Video team focuses on technology, strategy and science with an emphasis on unique storytelling and data that appeals to the next generation of leaders – the digital generation.