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

Research

ETFSector.com July Outlook: Consumer Discretionary

  • Research, Sector Reports
  • VCR
Discretionary stocks remain challenged, but stronger employment and oversold conditions are favorable near-term.

ETFSector.com July Outlook: Consumer Staples

  • Research, Sector Reports
  • VDC
Low vol. sectors performed well in June. We favor Healthcare and Real Estate for July over Utilities and Staples.

ETFSector.com July Outlook: Healthcare

  • Research, Sector Reports
  • VHT
Healthcare stocks have seen positive inflows in the near-term. The sector has been one of the main beneficiaries of broadening stock level participation.

ETFSector.com July Outlook: Financials

  • Research, Sector Reports
Banks and Insurance names have lifted the sector into a bullish reversal near-term. We see a more hawkish Fed. as a potential tailwind to Financials as investors rotate to Value style exposures.

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.
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