Attractiveness Ranking for Basic Materials Sector Rises Sharply

September 8, 2022WEEKLY SECTOR ROTATIONBrian T. Hannon, CFA Attractiveness Ranking for Basic Materials Sector Rises Sharply The attractiveness ranking for the basic materials sector has risen sharply, due to higher scores for both the fundamental and technical outlook, resulting in the sector moving from the bottom 5 to the top 5 group. Conversely, the industrial […]

Why Africa?

Second Biggest, Fastest Growing Continent Africa comprises over roughly 1.2 billion people in 56 countries (including island states). During the next quarter-century, Africa will account for half the projected population growth worldwide.Nigeria, Africa’s most populous country, is expected to surpass the USA in population in about two decades, becoming the world’s third largest nation by […]

Rankings for Conglomerates and Aerospace/Defense Sectors Retrace

August 31, 2022WEEKLY SECTOR ROTATIONBrian T. Hannon, CFA Rankings for Conglomerates and Aerospace/Defense Sectors RetraceUnder the influence of heightened market volatility, the conglomerates and aerospace/defenseattractiveness rankings have retraced last week’s moves.Lower scores across all metrics haveresulted in the conglomerates sector falling to the bottom ranking, while the aerospace/defensesector has broken out of the bottom 5 […]

Technology Sector Attractiveness Ranking Moves Up

August 18, 2022WEEKLY SECTOR ROTATIONBrian T. Hannon, CFA Technology Sector Attractiveness Ranking Moves UpHigher catalytic scores, providing an indication of an improving fundamental outlook, resulted in the technology sector moving up and breaking out of the bottom 5 group of our sector attrac-tiveness rankings. The conglomerates sector has slipped into the bottom 5 group due […]

Attractiveness Rankings for the Utilities and Basic Materials Rise

August 11, 23022WEEKLY SECTOR ROTATIONBrian T. Hannon, CFA Attractiveness Rankings for the Utilities and Basic Materials RiseHigher catalytics scores providing an indication of an improved fundamental outlook helped theutilities and business services sectors to move up in our attractiveness rankings. While lowerscores across all metrics resulted in a fall in the ranking for the basic […]

Conglomerates Sector Attractiveness Ranking Drops Sharply

August 5, 2022Brian T. Hannon, CFA The attractiveness ranking for the conglomerates sector has dropped to the very bottom position due to lower scores for all our core metrics which include valuation, technical and catalytic properties. Rankings for the business services and utilities sectors also dropped due to lower scores on all the core metrics. […]

Rankings Fall for Construction, Industrial Products and Aerospace/Defense Sectors

July 27, 23022WEEKLY SECTOR ROTATIONBrian T. Hannon, CFARankings Fall for the Construction, Industrial Products and Aerospace/Defense Sectors Sector attractiveness rankings have fallen for the construction, industrial products and aerospace/defense sectors due to lower technical scores which provide an indication of expected price momentum. Each of these sectors has slipped into the bottom 5 group of […]