ETFSector.com July Outlook: Healthcare Sector
We are out of the sector in July as structural headwinds from government regulation costs and higher rates persist
June 30, 2025
Author: Patrick Torbert
Patrick Torbert
Patrick Torbert is a veteran financial market analyst who is currently the Editor and Chief at ETF Insight a NY based full-service content, TV, video podcast and digital marketing firm that represents several ETF issuers. Patrick brings 20+ years of experience from Fidelity Asset Management where he most recently served as an equity and multi-asset analyst.
ETFSector.com July Outlook: Financial Sector
Some signs of bullish rotation have us constructive on the sector heading into July
June 30, 2025
ETFSector.com July Outlook: Industrial Sector
We are expecting near-term weakness in Industrial stocks to be accumulated in July as the sector rebounds on relief from higher commodity prices
June 30, 2025
ETFSector.com July Outlook: Energy Sector
We roll over our tactical long and the Energy sector due to prevailing oversold conditions and attention in the Middle East
June 30, 2025
ETFSector.com July Outlook: Materials Sector
Fire enthusiasm remains scarce despite prevailing oversold conditions in many names within the sector. We start July with a zero-weight position.
June 30, 2025
ETFSector.com July Outlook: Consumer Staples Sector
Investor risk appetite remains firm, and we’ve taken a tactical underweight in the consumer staple sector as a result
June 30, 2025
Elev8 Sector Rotation Model Portfolio: July Positioning
Or Elev8 model is constructive on equities entering July and we’ve aligned our sector positioning with historical offensive exposures
June 30, 2025
ETFSector.com July Outlook: Real Estate Sector
Investor preference for high beta exposures and structural headwinds from higher rates have us out of the Real Estate sector in July
June 30, 2025
ETFSector.com July Outlook: Utilities Sector
Evidence of improving investor risk appetite has us underweight the Utilities sector as we enter July
June 30, 2025
ETFsector.com Daily Trading Outlook
June 30, 2025 S&P 500 futures are up 0.4% in early trading, extending Friday’s momentum when both the S&P and Nasdaq closed at fresh all-time
June 30, 2025