The sectors with the lowest volatility in the past 10 years were Consumer Staples and Utilities. The highest volatility sectors were Energy and Consumer Discretionary.
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The sectors with the lowest volatility in the past 10 years were Consumer Staples and Utilities. The highest volatility sectors were Energy and Consumer Discretionary.
Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”.
CPI is trending lower, averaging approximately 2% annualized, on six months of MoM CPI data at 0.4% or less through December 2022.
Our investment team has analyzed the dividend increases and cuts by sector of the Russell 1000 Value Index and have discovered some notable changes in some bellwether sectors.
Sector allocation can play an important role in investor outcomes when growth is slowing. Looking back to 1989, you will see that certain sectors exhibited greater resilience than others, not only when profits decelerated in general, but throughout recent US recessions
Comparing 10-year return and risk data for the 11 sectors in the S&P 500, several observations can be made.
Index constituents are comprised of 50 European Large Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.
Index constituents are comprised of roughly 100 U.S. Small-Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.
Index constituents are comprised of the 100 U.S. Large Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.
Index constituents are comprised of global internet and e-commerce companies with strong revenue growth, balance sheets, and profitability. Index aims to provide exposure to technology megatrends including Cloud Services, E-Commerce, Digital Advertising, and Social Media.
