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
ETFSector.com July Outlook: Real Estate Sector Read More »
Investor preference for high beta exposures and structural headwinds from higher rates have us out of the Real Estate sector in July
ETFSector.com July Outlook: Real Estate Sector Read More »
One of our zero weight sectors this month due to improving investor risk appetite and firming interest rates.
ETFSector.com June Outlook: Real Estate Read More »
Real Estate is one of our three zero weight sectors for May
ETFSector.com May Outlook: Real Estate Sector Read More »
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Information Technology Sector as we start April. Real Estate Sector April Outlook
ETFSector.com April Outlook: Real Estate Sector Read More »
Sector is washed out near-term, but we don’t think it keeps pace to the upside if the bull market resumes in 2025.
Investors have broadly preferred higher beta exposure over the past 3 months
Real Estate Sector December Outlook—6-Month Bullish Reversal Showing Signs of Fatigue Read More »
Biggest Bets for November are Communications Services and Financials. Zero-weight Sectors to start the month are Healthcare, Energy and Materials
Elev8 Sector Rotation Model Portfolio: November Positioning Read More »
XLRE continues its intermediate term bullish reversal and looks primed to continue in November. Low vol. sectors and commodities sectors have been the weakest areas of the market in 2024, and we continue to be under-exposed to both areas entering November. However, we are expressing our min vol. short through the Healthcare Sector.
Real Estate Sector November Outlook—6-Month Bullish Reversal Showing Signs of Fatigue Read More »
The bull trend for large cap. US equities remains intact and we are positioned for it to continue
We’ve seen enough over the intermediate term to get more constructive on the sector
Real Estate Sector October Outlook—Bullish reversal remains intact Read More »