Value still has the YTD scoreboard, but Growth has the spark: higher yields, energy inflation, and geopolitical risk favor cheaper cash-flow stories, while AI monetization, rate stabilization, and semiconductor demand could quickly restore Growth leadership if investors get proof soon enough.
S&P futures are down 1.1% Friday morning after U.S. equities finished higher Thursday. Networking, banks, private equity, and dollar stores outperformed, while Mag 7 was
We look at Factset’s recent thematic etf momentum study, “Thematic Momentum Strategies: Enhancing Returns Using Momentum-Based Rotation and Thematic Performance Drivers” by Stephen Malinak, Ph.D., and place it in the context of current thematic flow and return dynamics.
S&P futures are up 0.3% Thursday morning after U.S. equities finished mostly higher Wednesday, with the S&P 500 and Nasdaq both closing at fresh all-time
S&P futures are up 0.2% Wednesday morning after U.S. equities finished mostly lower Tuesday, with memory, semis, and other AI-linked themes leading the decline. Travel/leisure,
For sector investors, the message is: stay exposed to AI leadership but add defensive ballast and avoid sectors most exposed to higher energy costs, higher rates, consumer weakness, and policy uncertainty.
S&P futures are down 0.4% Tuesday morning after U.S. equities finished mostly higher Monday, though leadership remained narrow and AI-driven while the equal-weight S&P 500
S&P futures are little changed Monday morning after another strong week for U.S. equities, with the S&P 500 and Nasdaq both rising for a sixth
AI adjacency is becoming the new breadth test for sector investors. As S&P 500 leadership remains concentrated around AI-linked earnings growth, winners may increasingly be defined by exposure to compute demand, power infrastructure, data centers, copper, cooling and capital formation.
S&P futures are up 0.5% Friday morning after U.S. equities finished mostly lower Thursday, with semis pulling back after a big run while software outperformed.
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