We remain constructive on equities, and we would expect any near-term corrective action to be accumulated given strong buyer enthusiasm and supportive financial conditions. We remain positioned in our Elev8 portfolio for continued upside.
ETFSector.com October Outlook: S&P 500 Read More »
The only tranche of the Energy sector that’s percolating is the nuclear space, and those stocks are still in the small and mid-cap. tiers
ETFSector.com October Outlook: Energy Read More »
The Materials Sector continues to be challenged by weak economic activity, cost pressures from tariffs and high costs. We are out of the sector for October as we have been for most of the year.
ETFSector.com October Outlook: Materials Read More »
Industrials have seen profit taking in the near-term, but several industries remain important components of the AI trade.
ETFSector.com October Outlook: Industrials Read More »
Discretionary stocks paused in their bullish reversal in September, but a supportive Fed and falling mortgage rates offer potential tailwinds for the sector.
ETFSector.com October Outlook: Consumer Discretionary Read More »
Staples grades out as the weakest sector in our process facing both technical and fundamental headwinds at present.
ETFSector.com October Outlook: Consumer Staples Read More »
After the sector showed some signs of life in August, weakness in the drug complex undercut any near-term momentum the sector had.
ETFSector.com October Outlook: Healthcare Read More »
Financials have been on the sidelines for the past few months. Our process remains constructive, but headwinds to low vol. stocks have hampered the sector as Insurance and Financial Services stocks have been viewed as defensive.
ETFSector.com October Outlook: Financials Read More »
Ai continues to be the dominant theme of this bull market. With inflation in check and a supportive Fed, we are long.
ETFSector.com October Outlook: Information Technology 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 »
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