Non-tech sectors are outperforming in early 2026, but the S&P 500 remains heavily dependent on megacap tech stocks for gains.
Rotation from growth to value is underway, with value and dividend portfolios strongly outperforming the S&P 500 and Nasdaq ...
Capital flows from tech stocks into defensive sectors create market bifurcation. S&P 500 flat as rotation reshapes leadership ...
Market cycles are often considered the heartbeat of the economy. A Sector Rotation Fund acts as a navigator through four ...
While the move toward cyclicals can be explained by optimism around growth and stronger manufacturing data, the simultaneous demand for defensives stands out. Citi strategist Dirk Willer said this ...
The market rotation into stocks like Walmart and out of tech is mechanical. Read why investors need to pay attention to high ...
A sector rotation can be a good way for investors to find clues to where the market is headed—but it’s a signpost that often goes unnoticed. Sector rotations happen when big money moves from one area ...
One of the top-performing sectors YTD has been financials, with the popular financial ETF, Financial Select Sector SPDR (NYSEARCA: XLF), already up 6.5% as of Friday's close. Conversely, one of the ...
The Magnificent 7 tech companies are having a significant influence on the Nasdaq-100 and S&P 500 A lower-than-expected CPI print and the market's anticipation of the Fed's easing cycle contributed to ...
Sector analysis allows investors to assess economic trends and identify high-performing sectors, guiding more informed investment choices. Explore strategies for success.