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 »
In a K-shaped economy, this is a K-shaped sector. Alphabet and META improve, most other names are getting worse, but >70% of the sector’s market cap. are in the former two stocks.
ETFSector.com February Outlook: Communication Services Read More »
Optimism is abundant, tolerance for disappointment is not. With rates sticky and policy risk elevated, markets are rewarding execution over aspiration. Value sectors are quietly compounding while Growth waits for lower yields, broader earnings delivery, and fewer geopolitical footnotes
US Weekly Sector Outlook: Optimism Is High, Selectivity Is Higher Read More »
Legacy media stocks were boosted by the Fed in December while Mega Cap heavyweights saw profit taking. We think those Mega Caps will be accumulated sooner than later if interest rates stay contained.
ETFSector.com January Outlook: Communication Services Read More »
Alphabet Co. blossoming into a cutting-edge AI player has kept the sector competitive in the near-term.
ETFSector.com December Outlook: Communication Services Read More »
Narrowing leadership and near-term pressure on META and NFLX have us taking a cautious approach to the sector in November.
ETFSector.com November Outlook: Communication Services Read More »
Mega Cap. Growth names have been beneficiaries of continued enthusiasm for AI plays which has carried the sector to sustained outperformance.
ETFSector.com October Outlook: Communication Services Read More »
Comm. Services names have benefitted from lower rates, and we remain constructive on the sector entering September
ETFSector.com September Outlook: Communication Services Read More »
We remain constructive on Mag7 constituents META and Alphabet while we are seeing some renewed interest in lower vol. exposures in July. We start August overweight Comm. Services
ETFSector.com August Outlook: Communications Services Sector Read More »
Some concerns have emerged around Alphabet Co.’s search business, while legacy Telco.’s see outflows. We’re paring our long position.
ETFSector.com June Outlook: Communication Services Read More »
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