January presented another opportunity for thoughtful tilts, as investors navigated the unexpected following an election-year November and a December marked by high dispersion. Although losses among a ...

Mega-caps drive sector returns, but most ETFs can't fully own them. Regulatory caps force funds to underweight the companies that matter most. The 25/5/50 rule creates a hidden gap in sector exposure.

Sector performance is more insightful than just looking at broader S&P 500 movements. Not all growth stock gains are pure euphoria. Now is a great time to buy stocks in beaten-down sectors that have ...

While the Morningstar US Real Estate Index is up about 23% since July 2024, the index has underperformed the Morningstar US Market Index by about 5% over the same timeframe. Relative performance ...

Forbes contributors publish independent expert analyses and insights. Robert Rapier is a chemical engineer covering the energy sector. This photograph taken on May 28, 2021 shows the new TotalEnergies ...

Diversification across these sectors can help investors navigate the complex market environment while positioning portfolios for potential outperformance in the coming quarter. As we approach the ...

The annual returns are ranked for 9 key NSE Sector indices. Cyclicals dominate the decade, driven by capex, commodities, and ...

Amid the investor rotation out of the sectors that had led the bull market, valuations have flipped. Those that had once been expensive now look cheap, and vice versa. The industrials sector has the ...

Now that Donald Trump is starting his second term as President, reviewing sector performance during his first term is an interesting exercise. Some of the results may come as a surprise. Additionally, ...