A combination of Federal Reserve rate cuts, resilient corporate earnings, and optimism over AI-driven economic growth is accelerating a market rotation from mega-cap tech into small-cap value and ...
US equities have found their groove again, and as so often before, this is coinciding with a clear and strengthening leadership of technology firms and their brethren. A rally to new highs has ...
As I wait for the September update of the OECD leading indicators, I thought I’d introduce another chartbook I've been working on, this time focused on equity sectors. The rebound in equities from the ...
Sector rotation ETFs, which tactically shift holdings between industries to capture cyclical market leadership, are seeing standout performance in 2026. Top-ranked funds like KOOL, GOP, and LST have ...
The S&P/ASX 200 index closed lower Thursday, shedding more than 50 points as renewed uncertainty over the Strait of Hormuz, a ...
While several retail favorites and high-growth technology stocks are struggling to find holiday cheer this year, the story in the healthcare sector couldn't be more different. Amid fears surrounding ...
In 2024, the index exhibited a lower turnover rate than its historical average, with only one reconstitution. As the relative strength of the semiconductor sector waned, the First Trust Nasdaq ...
As the markets enter the final stretch of 2025, investors are facing a high-stakes mix of macro uncertainty, sector rotation and elevated volatility. That calls for a protective stance, but traders ...
David Albrycht, CFA, is president and CIO of Newfleet Asset Management, an investment manager affiliated with Virtus Investment Partners. Albrycht is the lead portfolio manager for several ...
At the start of this year, markets have offered a vivid reminder that leadership never stays static for long. Tech news has been dominated by a sharp sell-off in mega-cap technology shares, sparking ...
Capital in 2026 is rotating toward RWAs, Hyperliquid, prediction markets, and decentralized AI as real revenue replaces ...
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