Consumer discretionary sector investing benefited from stronger-than-expected retail sales growth at 0.8% m/m, lifting apparel and e-commerce stocks to new quarter highs. Making money sometimes comes down to being in the right place at the right time. There's one area for investors that just might be the right place right now. The private sector has started investing in climate adaptation with positive effects for regional economies. Nat. Clim. Chang. (2025). https://doi.org/10.1038/s41558-025-02463-2 Recent sector investing trends show strong rotation into technology and industrials, with semiconductor stocks up over 12% in the past month. Analysts suggest fiscal stimulus and AI infrastructure demand could keep sector momentum into Q3
