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Russell Investments - Looking For Growth
SMRF: ALPS Nautilus SMR, Nuclear & Technology ETF

Research

ETFSector.com August Outlook: Industrials

  • Research, Sector Reports
AI and Energy are both potential tailwinds for the sector as long as confidence in the business cycle remains firm.

ETFSector.com August Outlook: Information Technology

  • Research, Sector Reports
  • VGT
The AI momentum trade is deeply oversold in the near-term. We think AMZN's recent validation of the AI use case is an invitation to accumulate.

ETFSector.com August Outlook: Financials

  • Research, Sector Reports
Financials have seen consistent inflows over the past 2-months. AI fatigue and inflation concerns against a backdrop of continued economic expansion have benefitted the sector.

ETFSector.com August Outlook: S&P 500

  • Research, S&P 500, Sector Reports
A complicated backdrop for August. Geopolitical concerns persist. AMZN's quarter validates the AI trade as Technology shares have reached deeply oversold levels. We're expecting investors to show renewed interest in Growth shares on any break in inflation pressure.

ETFSector.com July Outlook: S&P 500

  • Research, S&P 500, Sector Reports
  • VOO
After consolidation in June in reaction to a more hawkish Fed., stronger employment data and easing interest rates present a more bullish setup for July.

ETFSector.com July Outlook: Energy

  • Research, Sector Rotation
  • VDE
The collapse of crude prices amidst easing of geopolitical tensions has been a stiff near-term headwind against Energy sector performance.

ETFSector.com July Outlook: Materials

  • Research, Sector Rotation
Materials stocks continue to face headwinds from falling commodities prices and a collapse of the geopolitical risk premium on natural resources exposures.

ETFSector.com July Outlook: Industrials

  • Research, Sector Reports
  • VIS
Industrials have benefitted from the AI trade, but we are also seeing strength re-emerge in Transports and Building Products.
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