ETFSector.com June Outlook: Energy
We’re market weight the sector in June due to near-term oversold conditions and improving economic conditions.
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ETFSector.com June Outlook: Materials
Commodities exposures have now retraced a majority of Q1 gains. We’re expecting a bounce as many economically sensitive cyclicals are at oversold levels in this continuing bull market.
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ETFSector.com June Outlook: Industrials
Corrections in Machinery and Aero/Defense industries held the sector back in May, but the AI tailwind is real, and lower fuel costs could help.
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ETFSector.com June Outlook: Consumer Discretionary
We’re dipping a toe into the Discretionary sector as there’s potential for the economy to re-accelerate on AI demand and cooling geopolitical tensions.
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ETFSector.com June Outlook: Consumer Staples
The model is leaning towards inflation hedges rather than recession hedges for June.
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ETFSector.com June Outlook: Healthcare
The Healthcare sector, like many legacy defensive exposures has struggled with the inflationary macro environment. Policy headwinds haven’t helped.
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ETFSector.com June Outlook: Financials
Historically the sector has been a bull market beneficiary. That hasn’t been the case in 2026.
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ETFSector.com June Outlook: Information Technology
The AI trade and the Tech Sector have all the earnings and momentum. We’re expecting the bull move to carry over for another month at least based on the status quo.
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ETFSector.com June Outlook: Communication Services
Since big growers META, Alphabet and Netflix were added, the sector has been an upside play. We’re giving it the benefit of the doubt with the bull in control of the tape.
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ETFSector.com June Outlook: Utilities
Utilities have been unable to sustain outperformance with upwards pressure on rates and firm risk appetite taking investor focus elsewhere.
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