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Aug 07 2025
Equity Strategies

Leuthold Portfolios Update - July 2025

  • Aug 7, 2025

The cyclical sectors of Consumer Discretionary, Industrials, and Materials have climbed from the bottom of our sector rankings, three months ago, to now occupy the fourth, fifth, and sixth positions, respectively.

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About The Authors

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

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