Equity Strategies Group-Level Analysis Of The Equity Markets

Industry trends and the investment merits of companies involved in the asset management business; we contrast ETF providers with firms involved in traditional active management.

• Read more

Airlines, Life & Health Insurance, and Household Durables are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

• Read more

With Energy stocks underperforming the S&P 500 by 20% YTD, contrarian clients are wondering if the sector holds any promise. Here we look for valuation signals that offer encouragement for bargain-hunting investors willing to buy on weakness.

• Read more

Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

• Read more

Although the glamorous Tech giants have captured investors’ attention of late, from our perspective, the old school, physical Semiconductor plays hold the greatest appeal.

• Read more

Home Entertainment Software, Managed Health Care, and Specialized Consumer Services are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

• Read more

Automotive Retail group takes a backseat while Auto Parts & Equipment takes over the wheel. We examine the market/environmental dynamics that may be causing these groups’ routes to diverge.

• Read more

Health Care Facilities, Railroads, and Real Estate Management & Development are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

• Read more

Shifting consumer preferences and the relentless rise of e-commerce are changing the sector’s beneficiaries of the healthy backdrop away from retail, yet other Discretionary opportunities abound outside of the traditional retail groups.

• Read more

Homefurnishing Retail, Property & Casualty, and Technology Distributors are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

• Read more

Our Financials Sector Ranking has been strengthening since August—well before the Trump Bump. The addition of Regional Banks to our SI Portfolio boosts our Financials exposure to an overweight 26% versus the S&P 500’s 15% weight. Reinsurance and Developed Diversified Banks are also among the Attractively-rated options for diversification within the sector.

• Read more

Automobile Manufacturers, Health Care Distributors, and Homebuilding appear to be solid opportunities based on the current Group Selection Scores.

• Read more

We take a deeper dive into Hotels & Leisure’s GS Score and fundamental industry drivers to explore what the group has to offer above and beyond its membership in the “Trump Trade” trend.

• Read more

Automotive Retail improved into the top five rankings; Biotechnology, despite being out of favor, has both long-term growth potential and higher profitability than Pharmaceuticals; Developed Diversified Banks is up almost 20% since the election.

• Read more

After three consecutive years of positive performance, the Group Selection (GS) Scores struggled in 2016.

• Read more

A look at various dynamics affecting sector results in 2016, and what we like going into 2017, both at the sector level and among groups.

• Read more

A summary table detailing the Attractive and Unattractive sectors and industry groups going into 2017.

• Read more

Forces specifically driving many Financials groups include expectations for an ongoing yield rally and a steepening yield curve, tax cuts, and loosening financial regulation. While these outcomes remain largely speculation, the odds have improved and any of these developments would be a welcome change.

• Read more

We summarize the factor category strength behind Education Services, Hotels & Leisure, and IT Consulting & Other Services.

• Read more

We examine the recent strength in the Dow Jones Transportation Index and its underlying industries: Airlines, Railroads, Air Freight & Logistics, and Trucking.

• Read more