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ETFSector.com May Outlook: Information Technology

  • Research, Sector Reports, XLK Technology
AI infrastructure continues to be the nexus of the long-term bull market. Outperforming stocks and industries across sectors are tied in with the AI trade. When its working, it dominates. We're expecting continued positive momentum into May.

ETFSector.com May Outlook: Communication Services

  • Research, Sector Reports, XLC Communication Services
GOOGL is in a strong position and is almost 50% of the sector. Satellite names have attracted interest as well, but the rest of the sector including META and NFLX have deteriorated.

ETFSector.com May Outlook: Utilities

  • Research, Sector Reports, XLU Utilities
Utilities remain a consistent defensive hedge. We're also seeing some AI demand tailwinds positively boosting the sector in the near-term.

ETFSector.com May Outlook: Real Estate

  • Research, Sector Reports, XLRE Real Estate
The sector has seen renewed interest in 2026. We expect the bullish reversal to continue into May as equities try to move beyond geopolitics.

ETFSector.com April Outlook: S&P 500

  • All ETF News, Research, S&P 500
Equities corrected in March. While we expect some bottom-fishing activity, we see the main headwinds (crude supply shock, faltering cycle) still in place. A strong Q1 earnings season could change the narrative, but that's a lot to expect given ongoing Middle East conflict and some signs of economic deceleration.

ETFSector.com April Outlook: Energy

  • Research, XLE Energy
The Energy sector remains the locus of near-term inflows as a month of conflict hasn't produced clear sight of an endgame between the US, Israel and Iran.

ETFSector.com April Outlook: Materials

  • Research, XLB Materials
Materials stocks pulled back for most of March but ended the month on a strong note and we expect buyers to accumulate mining concerns at near-term oversold levels.

ETFSector.com April Outlook: Industrials

  • Research, XLI Industrials
Industrials retraced gains in March, but the XLI sits at an oversold level within the context of a bullish intermediate-term price structure. We bet on stronger trends rather than weaker ones generally and our process favors Industrials in April.
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