The post-midterm rally favors housing, real estate and solar as oil prices and yields fall. Yet flows show investors selling some recoveries and buying semiconductor weakness. Sector positioning now hinges on financing relief, infrastructure approvals and earnings delivery across themes.
Thematic Thursday: The Post-Midterm Rally Splits the AI Trade Read More »
AI power demand is becoming a sector story, not just a thematic one. Flows favor semiconductors, infrastructure and electrification, while investors increasingly distinguish established cash-flow generators in Industrials and Utilities from concept stocks whose economics still depend on future commercialization.
Thematic Thursday: Power Demand Is Becoming a Sector Rotation Story Read More »
June 5, 2025 Equities have staged a bullish reversal since early April and we’re seeing nuclear stocks emerge as the new “Juice” trade in the alternative energy space. Investors are moving off low vol. in favor of higher beta exposure in both Growth and Cyclical areas of the equity market. In the Alternative Energy space,
Thematic Thursday: Nuclear Stocks are the Juice in the Alternative Energy Space Read More »
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