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ETFSector.com March Outlook: Information Technology
February 27, 2026
Research
,
Sector Reports
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XLK Technology
Patrick Torbert
while near-term earnings power is undeniable, investors have switched to discounting more pessimistic assumptions on competition and monetization in 2026.
ETFSector.com March Outlook: Communication Services
February 27, 2026
Research
,
Sector Reports
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XLC Communication Services
Patrick Torbert
Continued pressure on hyper-scalers has put pressure on the sector with softening eco data pressuring traditional media revenue streams as well.
ETFSector.com March Outlook: Utilities
February 27, 2026
Research
,
Sector Rotation
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XLU Utilities
Patrick Torbert
Softer eco data and falling interest rates have us going long most low vol. sectors.
ETFSector.com March Outlook: Real Estate
February 27, 2026
Research
,
Sector Reports
,
XLRE Real Estate
Patrick Torbert
Near-term inflows into this structurally oversold sector have us taking a bullish position for March
ETFSector.com February Outlook: S&P 500
January 30, 2026
All ETF News
,
Research
Patrick Torbert
The big theme of 2026 (so far) has been rotation away from AI/Growth themes into Cyclicals and Commodity themes. Our Elev8 trend following model is adjusting to align with the new trend.
ETFSector.com February Outlook: Energy
January 30, 2026
Research
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XLE Energy
Patrick Torbert
When the Energy sector outperforms, it's typically a fairly short and intense move. We could be late, but given the sector entered 2026 from a structurally oversold condition, we are betting on continued interest in the near-term.
ETFSector.com February Outlook: Materials
January 30, 2026
Research
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XLB Materials
Patrick Torbert
Demand for Base and Precious Metal exposures has boosted the sector into a clear intermediate-term bullish reversal. The macro backdrop is also conducive to Materials Sector outperformance.
ETFSector.com February Outlook: Industrials
January 30, 2026
Research
,
XLI Industrials
Patrick Torbert
Industrials have benefitted from a clear investor shift towards cyclicality and Value stocks in early 2026.
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