Sector Investors News and Insights

Research

Gridiron Showdown Mirrors Wall Street: Chiefs vs Eagles, Mutual Funds vs ETFs – February 2025

The Kansas City Chiefs, over the last ten years, have dominated the NFL: Four Super Bowl victories, seven consecutive AFC West division championships, and six consecutive AFC Championship Game appearances. The Philadelphia Eagles have been strong and are getting stronger: Three Super Bowl appearances with two wins and four NFC East Championships. Investors are seeing

Gridiron Showdown Mirrors Wall Street: Chiefs vs Eagles, Mutual Funds vs ETFs – February 2025 Read More »

Featured Research | Springtime for Small Caps (White Paper), by the Research Team at Emerald Advisers, LLC

ETFSector.com is pleased to share high quality insights and research from our community.  This white paper from lead author Joseph W. Garner along with the research team at Emerald Advisers LLC discusses the factors they see aligning to support Small Cap. outperformance after a period where Large and Mega-Cap. stocks have been consistently preferred. https://etfsector.com/wp-content/uploads/2025/02/20250211_Springtime-for-Small-Caps-White-Paper.pdf

Featured Research | Springtime for Small Caps (White Paper), by the Research Team at Emerald Advisers, LLC Read More »

Sector/Industry Dashboard: Large Cap. US Information Technology Sector

We are pleased to introduce our Sector/Industry Dashboard series where we periodically review key fundamental and technical metrics at the Sector, Industry and Stock level.  We use these tools to help us identify what factors are driving positive momentum and whether the good news is potentially “priced in” to those high momentum trends.  A description

Sector/Industry Dashboard: Large Cap. US Information Technology Sector Read More »

Sector investing during hurricane season — you never know when it’s going to surge, but you better be ready to weather the storm! – October 2024

Autumn on the East Coast is a time when the snowbirds of the Northeast start planning their migration down south for warmer weather and a more relaxed winter.  On the other hand, it’s also when Mother Nature tends to send her work from south to north in the form of hurricanes. Most investors can see where

Sector investing during hurricane season — you never know when it’s going to surge, but you better be ready to weather the storm! – October 2024 Read More »

Navigating Dividend ETFs in a Falling Rate Environment – October 2024

In the investment world, dividend-focused ETFs have become increasingly popular for investors seeking steady income streams. This type of ETF aims to provide investors with a basket of high-quality, dividend-paying stocks, offering both income and potential growth. The Federal Reserve has signaled its intention to continue lowering interest rates throughout 2024 and beyond. In September,

Navigating Dividend ETFs in a Falling Rate Environment – October 2024 Read More »

Overview of Business Development Companies (BDCs) — August 2024

Business Development Companies (BDCs) are special investment vehicles that provide funding to small and mid-sized businesses. They generate income through loans and equity investments, often paying high dividends to investors. Due to their structure, BDCs are sensitive to economic conditions, and their performance is closely tied to credit markets and interest rates. A significant portion

Overview of Business Development Companies (BDCs) — August 2024 Read More »

From Carry to Scary: Unwinding Japan’s Favorite Trade – August 2024

The Japan Carry Trade is a popular foreign exchange strategy that takes advantage of Japan’s low interest rates. This strategy has been extremely popular, with an estimated $4 trillion involved in yen carry trades. Here’s how it works: Borrowing in Yen: Investors borrow money in Japanese yen at very low interest rates. Japan has maintained

From Carry to Scary: Unwinding Japan’s Favorite Trade – August 2024 Read More »

US Sector Historical Return Profiles for Sector, Industry and Sub-Industry: S&P 500 Financials

At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing.  This leverages a similar methodology to our sector trend studies series to look intra-sector to help investors understand both positive and negative historical contributions to return and the GICS Industry and Sub-Industry level.  We believe that

US Sector Historical Return Profiles for Sector, Industry and Sub-Industry: S&P 500 Financials Read More »