ETFSector.com March Outlook: Energy
From Venezuela to Iran, 2026 has been a year of geopolitical turmoil so far. The Energy sector looks like a continued beneficiary.
ETFSector.com March Outlook: Energy Read More »
From Venezuela to Iran, 2026 has been a year of geopolitical turmoil so far. The Energy sector looks like a continued beneficiary.
ETFSector.com March Outlook: Energy Read More »
Investor interest in mining has been buttressed by rotation to Value exposures. Chemicals stocks have been among the latest to benefit.
ETFSector.com March Outlook: Materials Read More »
Industrials continue to be intermediate-term leadership among sectors. The current natural resource and AI infrastructure bull trades are tailwinds.
ETFSector.com March Outlook: Industrials Read More »
The Consumer remains under pressure from structurally high prices, with weakening employment reports the latest bit of incremental bad news.
ETFSector.com March Outlook: Consumer Discretionary Read More »
A stronger earnings season lifted the sector while defensive rotation has also been a tailwind.
ETFSector.com March Outlook: Consumer Staples Read More »
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.
ETFSector.com March Outlook: Healthcare Read More »
Credit issues from concentrated selling in the Software sector the latest headache for Financials
ETFSector.com March Outlook: Financials Read More »
while near-term earnings power is undeniable, investors have switched to discounting more pessimistic assumptions on competition and monetization in 2026.
ETFSector.com March Outlook: Information Technology Read More »
Continued pressure on hyper-scalers has put pressure on the sector with softening eco data pressuring traditional media revenue streams as well.
ETFSector.com March Outlook: Communication Services Read More »
Softer eco data and falling interest rates have us going long most low vol. sectors.
ETFSector.com March Outlook: Utilities Read More »