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Rotation, Resilience, and the Road Ahead
First Week with Walter Todd

Seasonal Strength

February 4, 2026

New tech is out, and old school sectors are in! Last month, materials, industrials, and other “things that hurt when you drop them on your foot” moved up as software underperformed. After a January that seemed to last forever, Walter Todd unpacks the underlying economic backdrop amid sector rotations, currency swings, and ongoing political headlines.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

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Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

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