TY - JOUR T1 - Commentary: Sectoral Shifts in the Market and the Economy JF - The Journal of Index Investing SP - 8 LP - 11 DO - 10.3905/jii.2016.6.4.008 VL - 6 IS - 4 AU - David M. Blitzer Y1 - 2016/02/29 UR - https://pm-research.com/content/6/4/8.abstract N2 - The drivers of long-run returns in the market are growth and shifts in sectors such as financials, energy, and technology stocks. Using data on the U.S. economy and the sectors of the S&P 500 covering the period 1991–2015, these shifts are demonstrated.TOPICS: Analysis of individual factors/risk premia, performance measurement ER -