ETFSector.com October Outlook: Information Technology
Mega Cap. AI exposures are back in favor as major long-term development tie-ups keep visibility on the strong earnings pipeline.
ETFSector.com October Outlook: Information Technology Read More »
Research
ETFSector.com October Outlook: Communication Services
META’s new Muse AI agent was a positive catalyst for the sector in September. Hyperscaler stocks are back in favor as the AI trade rotates internally.
ETFSector.com October Outlook: Communication Services Read More »
ETFSector.com October Outlook: Utilities
Rate sensitive sectors washed out in September as inflation concerns and rising rates posed significant headwinds.
ETFSector.com October Outlook: Utilities Read More »
ETFSector.com October Outlook: Real Estate Sector
Rate sensitive sectors have been out of favor since the Middle East ceasefire collapsed in June and rates began their rise.
ETFSector.com October Outlook: Real Estate Sector Read More »
ETFSector.com September Outlook: Real Estate Sector
REITs crumbled in August with other low vol. sectors.
ETFSector.com September Outlook: Real Estate Sector Read More »
ETFSector.com September Outlook: Utilities Sector
Utilities were faded in August as investors positioned for continued inflation.
ETFSector.com September Outlook: Utilities Sector Read More »
ETFSector.com September Outlook: Communication Services Sector
GOOGL and META have been under pressure, and the sector has had trouble performing while that has been the case.
ETFSector.com September Outlook: Communication Services Sector Read More »
ETFSector.com September Outlook: Information Technology Sector
Higher interest rates pressure the AI cap-ex. cycle while investors look for more confirmation of adoption and efficiency.
ETFSector.com September Outlook: Information Technology Sector Read More »
ETFSector.com September Outlook: Financial Sector
Capital Markets and Insurance stocks have seen persitent inflows in 2026 as money looks for a home outside of the AI trade.
ETFSector.com September Outlook: Financial Sector Read More »
ETFSector.com September Outlook: Healthcare Sector
Healthcare Sector stocks were boosted by BioTech and Pharma names as the drug pipeline is becoming more favorable.
ETFSector.com September Outlook: Healthcare Sector Read More »