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.
AI infrastructure remains the clearest thematic driver for sector investors, favoring Technology, Industrials and selective Utilities. Conflict resolution could lower crude and rates, improving REITs, while Energy stays tactical and Materials and Healthcare remain lower-conviction without stronger flow confirmation
S&P futures are up 0.1% Thursday morning after Wednesday’s broad rally, when all major U.S. indexes gained more than 1% and semis again led the
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