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ETFSector.com March Outlook: S&P 500

Softer economic prints, a lack of catalysts to fuel the AI trade and a large helping of potentially dicey geopolitical dynamics have us positioned more defensively entering March.
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ETFSector.com March Outlook: Energy

  • Research, Sector Reports, XLE Energy
From Venezuela to Iran, 2026 has been a year of geopolitical turmoil so far. The Energy sector looks like a continued beneficiary.
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ETFSector.com March Outlook: Materials

  • Research, Sector Reports, XLB Materials
Investor interest in mining has been buttressed by rotation to Value exposures. Chemicals stocks have been among the latest to benefit.
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ETFSector.com March Outlook: Industrials

  • Research, Sector Reports, XLI Industrials
Industrials continue to be intermediate-term leadership among sectors. The current natural resource and AI infrastructure bull trades are tailwinds.
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ETFSector.com March Outlook: Consumer Discretionary

  • Research, Sector Reports, XLY Consumer Discretionary
The Consumer remains under pressure from structurally high prices, with weakening employment reports the latest bit of incremental bad news.
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ETFSector.com March Outlook: Consumer Staples

  • Research, Sector Reports, XLP Consumer Staples
A stronger earnings season lifted the sector while defensive rotation has also been a tailwind.
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ETFSector.com March Outlook: Healthcare

  • Research, Sector Reports, XLV Health Care
Healthcare at the sector level faces more headwinds than other traditionally defensive sectors due to ongoing ACA negotiations and a lack of clarity on forward policy.
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ETFSector.com March Outlook: Financials

  • Research, Sector Reports, XLF Financials
Credit issues from concentrated selling in the Software sector the latest headache for Financials
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