Sector ETF Flows
Sector ETF Flows ETF flows held strong as 2025 progressed, with another solid week for equity funds, while investors kept rotating from Financials to Healthcare. Image: Strategas Asset Management
Sector ETF Flows ETF flows held strong as 2025 progressed, with another solid week for equity funds, while investors kept rotating from Financials to Healthcare. Image: Strategas Asset Management
Equity Sectoral and Regional ETF Flows Materials, energy and healthcare ETFs are still experiencing notable outflows, leading to a decrease in investor interest. Image: J.P. Morgan
Median Relative Return vs. S&P 500 During 12 Months Following Start of Fed Cutting Cycle During periods when the Fed cuts interest rates, the healthcare and staples sectors have shown relatively stronger performance compared to the broader market. Image: Goldman Sachs Global Investment Research
Equity Markets – Absolute Net % OW (by Sector), FMS Investors Are healthcare, staples and energy the best sectors to invest in right now? Image: BofA Global Fund Manager Survey
Returns – S&P 500 Industry Group Sensitivity to Real Rates and Breakeven Inflation Should investors overweight healthcare and financials for 2022? Image: Goldman Sachs Global Investment Research
Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the secular rotation from healthcare/tech to energy/financials. Image: BofA Global Investment Strategy