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ETFSector.com July Outlook: Information Technology

  • Research, Sector Reports
Technology shares consolidated in June but remain the central driver of this long-term bull market.

ETFSector.com July Outlook: Communication Services

  • Research, Sector Reports
Mega cap. tentpoles GOOGL, META and NFLX remain under pressure which is a clear headwind for the sector in aggregate.

ETFSector.com July Outlook: Utilities

  • Research, Sector Reports
  • VPU
With risk appetite firming at the end of June, we're near market weight utilities to hedge against a more hawkish Fed.

ETFSector.com July Outlook: Real Estate

  • Research, Sector Reports
  • VNQ
Real Estate stocks have rebounded in the near-term. With rates moving lower as investors discount a more hawkish Fed., the setup is more favorable than expected for the sector given recent inflation concerns.

ETFSector.com June Outlook: S&P 500

  • Research, S&P 500
Equities sit near all-time highs. Rates and commodities prices have stayed contained and the AI trade continues to flourish. The Elev8 model is positioned for bullish continuation in June with a slight tilt towards inflation hedging.

ETFSector.com June Outlook: Energy

  • Research, XLE Energy
We're market weight the sector in June due to near-term oversold conditions and improving economic conditions.

ETFSector.com June Outlook: Materials

  • Research, XLB Materials
Commodities exposures have now retraced a majority of Q1 gains. We're expecting a bounce as many economically sensitive cyclicals are at oversold levels in this continuing bull market.

ETFSector.com June Outlook: Industrials

  • Research, XLI Industrials
Corrections in Machinery and Aero/Defense industries held the sector back in May, but the AI tailwind is real, and lower fuel costs could help.
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