Search Results for: energy

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

Russian Gas Flows to Northwest Europe How long will the energy crisis last in Europe? Image: BofA Global Research

Sector Valuations Could the energy sector still go higher? Image: Goldman Sachs Global Investment Research

Alerian MLP Index Market Breadth Should investors remain bullish on energy infrastructure stocks? Image: Topdown Charts

Inflation – S&P 500/WTI Could the United States face an energy crisis? Image: Gavekal, Macrobond

Tech – Market Capitalization of Global Sectors Will technology’s market capitalization continue to outpace banks and energy? Image: Goldman Sachs Global Investment Research

Revision to Consensus Earnings Estimates Rising oil prices tend to drive energy and materials stocks higher. Image: BofA US Equity & Quant Strategy

Median Quarterly Excess Return in Stagflationary Periods Health care and energy tend to outperform in stagflationary environments. Image: Goldman Sachs Global Investment Research

Cyclical Value vs. Defensive Value Energy and financials are expected to outperform the S&P 500 as the recovery continues. Image: Topdown Charts

ETF Flows – Equity ETF Net Buy by Sector Investors continue to put their money into the energy sector. Image: BofA Securities

Inflation – TIPS and Equity Sector Fund Flows Strong fund inflows into TIPS, materials, energy and financials. Will the Federal Reserve let the U.S. economy run hot? Image: Deutsche Bank Asset Allocation