One of the top-performing sectors YTD has been financials, with the popular financial ETF, Financial Select Sector SPDR ...

Market rotation is boosting XLB and XLI over tech—see valuations, cyclical risks, and why AI earnings may restore tech ...

Markets enter 2026's first full trading week with an extraordinary convergence of events including the Consumer Electronics ...

In 2024, the index exhibited a lower turnover rate than its historical average, with only one reconstitution. As the relative strength of the semiconductor sector waned, the First Trust Nasdaq ...

Thus, any market rotation we get in 2026 is likely to be gradual and subtle. It's less likely, in our view, to be a major rotation from growth to value and more likely to be a rotation within growth, ...