Thematic Thursday | ETF Flows Point to Sector Support in Industrials, Technology, Financials, Health Care and Select REITs
Thematic flows imply sector investors should favor Technology, Industrials, Financials, Health Care and select Real Estate. Flows support semiconductors, grid infrastructure, banks, biotech and REITs, while warning against legacy energy, natural resources, internet/metaverse and housing-sensitive discretionary exposure.