ACG Sector Highlights – August 2025

(Download the full report HERE)

Executive Summary

  • Industrials are the year-to-date leader and Health Care the laggard 
  • Price movements in both sectors seem to reflect recent optimism about the economy

Introduction

Earnings season has begun with the biggest tariff and trade deal news largely settled, except for negotiations with China. What major companies are reporting can give valuable insight into the overall state of the economy. As of the end of July, Industrials had the strongest year-to-date performance, followed by the Utilities and Technology Sectors. The worst performing sector as of the end of July was Health Care, followed by Consumer Discretionary and Consumer Staples.

To read more, download the full report HERE.

Important Disclosures
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The information contained herein reflects the opinions and projections of the ACG as of the date of publication, which are subject to change without notice at any time subsequent to the date of issue. All information provided is for informational purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any data presented. You should not treat these materials as advice in relation to legal, taxation, or investment matters.
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