Industry/Sectors June 15, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Energy8.77
Financials6.17
Consumer Discretionary5.73
Consumer Staples4.73
Materials4.33
Industrials3.32
Health Care3.31
Communication2.81
Real Estate2.64
Utilities2.56
Information Technology1.58

Global Sector YTD

Sectormonthchangepct
Materials6.97
Financials5.66
Real Estate5.18
Energy4.21
Consumer Discretionary3.71
Industrials3.56
Consumer Staples2.44
Health Care1.92
Communication0.98
Information Technology0.68
Utilities-0.42

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.01-0.01
Banking2.17-0.11
Supranational2.53-0.10
Industrial Other3.10-0.02
Local Authority3.11-0.18
Basic Industry3.17-0.03
Insurance3.480.15
Consumer Cyclical3.56-0.01
Transportation3.57-0.09
Communications3.600.00
Consumer Non-Cyclical3.850.37
Capital Goods3.880.08
Technology4.040.12
Financial Institutions4.05-0.11
Finance Companies4.200.00
Financial Other4.220.30
Reits4.240.23
Brokerage/Asset Managers/Exchanges4.380.28
Owned No Guarantee4.410.06
Electric4.430.15
Agency4.46-0.13
Energy4.57-0.01
Industrial4.74-0.06
Sovereign5.30-0.22
Utility7.19-0.27

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Electric4.62-0.08
Agency4.04-0.24
Transportation2.85-0.31
Reits3.35-0.33
Utility8.18-0.34
Owned No Guarantee4.30-0.54
Finance Companies3.88-0.75
Industrial4.73-0.77
Capital Goods3.94-0.81
Financial Other3.24-0.81
Technology4.28-0.88
Consumer Non-Cyclical3.55-0.99
Sovereign4.92-1.00
Brokerage/Asset Managers/Exchanges2.99-1.05
Supranational1.99-1.07
Financial Institutions3.55-1.10
Communications3.03-1.18
Energy4.79-1.20
Consumer Cyclical3.19-1.27
Cash and/or Derivatives0.01-1.51
Local Authority3.11-1.63
Banking1.97-1.79
Insurance3.42-2.08
Basic Industry2.42-2.33
Industrial Other1.78-9.89

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryTECHNOLOGY SECTOREquity5458.19
industryBASIC MATERIALS SECTOREquity3356.94
industryHEALTH CARE SECTOREquity3030.41
industryFINANCIAL SECTOREquity2491.25
industryREAL ESTATE SECTOREquity1790.55
CommoditiesPRECIOUS METAL SECTOREquity1014.04
industryCOMMUNICATIONS SECTOREquity505.93
industryNATURAL RESOURCES SECTOREquity435.51
industryUTILITIES SECTOREquity82.05
industryMULTIPLE SECTOREquity6.82
industryENERGY SECTORMixed Allocation1.06
industryINDUSTRIAL SECTOREquity-56.97
industryENERGY SECTOREquity-537.27

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity26215.53
industryTECHNOLOGY SECTOREquity15400.01
industryBASIC MATERIALS SECTOREquity6907.29
industryCOMMUNICATIONS SECTOREquity6375.10
industryUTILITIES SECTOREquity4442.18
CommoditiesPRECIOUS METAL SECTOREquity1003.02
industryNATURAL RESOURCES SECTOREquity389.61
industryMULTIPLE SECTOREquity14.02
industryENERGY SECTORMixed Allocation2.91
industryFINANCIAL SECTOREquity-208.10
industryINDUSTRIAL SECTOREquity-1515.30
industryREAL ESTATE SECTOREquity-3261.67
industryENERGY SECTOREquity-40834.92

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Try These 16 Herbs to Cool Off As Temperatures Rise Healthline
  • Pocket Herbs and Indigenous organisation, Currie Country partner ... The Echo
  • Pass the Herbs Please | | timesnews.net Kingsport Times-News
  • Cottagecore And Culinary Herbs Workshop Set For June 27 Patch

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Cubs' Pederson brought souvenirs to the people in San Diego Daily Herald
  • Outpatch introduces sustainable souvenirs that give back Vermont Business Magazine
  • Ohio woman has been collecting African American souvenirs for decades Yahoo News
  • US, China Decline Pakistan's "Mango Diplomacy", Send Back Fruit Souvenirs: Report NDTV.com

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Column explores history of automobiles, and traffic, in Needham Wicked Local
  • The future of automobiles depends on carbon control The World Economic Forum
  • David Lanzo: Bikers deserve more protection from automobiles Sun Journal
  • Apple Assembler Foxconn Accelerates Push Into High-Tech Automobiles Forbes

    From Biogas into Energy Sector

    Small Scale Energy

  • Down Load Craft Business Presentation
    Craft News

  • Future Biogas is preparing to launch a £35mln clean-energy IPO in London Proactive Investors
  • Dexter biogas plant owner aims to start production in fall Roswell Daily Record
  • Biogas - The Prince of Wales Opens Green CO? Capture Facility Renewable Energy Magazine
  • Environmentalists battle lawmakers, pork industry on biogas - NC ... North Carolina Health News

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair

  • Down Load Craft Business Presentation
    Craft News

  • Sartell Water Ban Lifted KNSI
  • 'Drink water!' - Ronaldo shuns soda sponsor with unexpected health advice in Euro 2020 press conference Goal.com
  • Some Arizona golf courses are pushing back against the state's plan to reduce water use The Arizona Republic
  • Mueller Water Products Acquires i2O Water Ltd GlobeNewswire

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • The end of privacy? Central banks plan to launch digital coins Financial Times
  • Thailand bans meme coins and NFTs as part of crypto crackdown Engadget
  • Hoard of silver coins may have been part of historic ransom to save Paris Live Science
  • The unusual trial all coins go through before ending up in your pocket WalesOnline

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media

  • Down Load Craft Business Presentation
    Craft News

  • Five strangers drove a 600-mile relay to save an injured pigeon The Washington Post
  • Police investigating stolen mail in White Pigeon, surrounding area WSBT
  • Finding a culinary identity: Jacques Maximin on new French cuisine South China Morning Post
  • Deputies investigating mail theft from multiple townships ABC57 ABC57

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials

  • Down Load Craft Business Presentation
    Craft News

  • Farm Task Force reaps success through ancient organic farming ... Mathrubhumi English
  • Ancient pigeon tower restored as tourist destination Tehran Times
  • Ancient pigeon tower awaiting restoration Tehran Times
  • 'Fertilizer Saga' in Sri Lanka: A Considered Opinion The Island

    From Technology into Technology Sector

    Home Electronics Repair

  • Down Load Craft Business Presentation
    Craft News

  • Top 100 kick off features leading execs Washington Technology
  • Sleep Technology: Innovations for a Great Sleep Healthline
  • Aquaculture investors place faith in novel nanobubble technology The Fish Site
  • Museum Yibin Science and Technology Museum / TJAD ArchDaily

    From Food into Consumer Staples Sector

    Verical Agri and Food Production

  • Down Load Craft Business Presentation
    Craft News

  • 15 food trends farmers can expect in 2021 and beyond Successful Farming
  • Johnny & Jugnu: Fast food staff arrested for not giving police free burgers BBC
  • 15 Father's Day Food Deals That Dad Will Appreciate Delish.com
  • Regional food bank giving free meals to Eastern Shore, Southside children this summer WAVY.com

    Rural Craft Center Highlights

    MidLincoln Rural Craft Piece
    		MidLincoln Rural Craft Piece
    		MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece

    • Chart: Sector Strategy

    June 2021

    Source:

    Download All Slides in Power Point
  • Sector Rotation Strategy Using The High-Yield Spread Seeking Alpha
  • MULTI-SECTOR SERVICES MANAGERS (x6) ReliefWeb
  • Why HDFC Mutual’s Anand Laddha thinks banking and financial services stocks could rally Moneycontrol
  • Future Potential Market of LEVs in Last Mile Delivery Industry in KSA GlobeNewswire
  • How to avoid the mining sector’s perpetual ‘boom and bust’ The Globe and Mail
  • Queensland unveils small business strategy The Mandarin
  • Inviting You Inside the Private Markets: Invest Alongside the World’s Largest Institutions ETF Trends
  • Exploring innovation in the cannabis sector Health Europa

    Strategy

    SectorPEFy1PEFy22020Growth
    Consumer Discretionary10.6310.5511.19
    Consumer Staples15.4613.7012.51
    Energy8.128.1721.51
    Financials9.928.3121.56
    Health Care13.9112.4910.63
    Industrials13.1111.4517.79
    Information Technology15.0613.4911.85
    Materials11.279.4227.72
    Real Estate10.959.3721.53
    Telecommunication Services9.488.899.27
    Utilities11.069.8512.43


    • Key Topics and News

    Value Stocks
    Sectors active in deurbanisation trends
    Alternative energy producers
    Banks with exposure on Fintech sector




    Consumer Discretionary: Top Stocks To Watch Today? 5 Consumer Discretionary Stocks To Know Nasdaq 3 Top Consumer Discretionary Stocks to Buy Now The Motley Fool


    		Consumer Staples: FTSE 100 surges as consumer staples and healthcare stocks boost index City AM The Zacks Rank Explained: How to Find Strong Buy Consumer Staples Stocks Yahoo Finance


    		Energy: Subscribe to Shyam Metalics and Energy: Mehta Equities Moneycontrol Airlines suffer on travel fears as UK stalls full reopening The Irish Times


    Financials: How Tech Stocks Could Beat Financials Stocks Barron's Declining Stock and Decent Financials: Is The Market Wrong About Micron Technology, Inc. (NASDAQ:MU)? Nasdaq


    		Health Care: Health Care and ESG Investing Lead Post-Pandemic Trends PLANADVISER U.S. Stocks Close Lower Wall Street Journal


    		Industrials: Box Equities Acquires Home Depot and Pepsi Distribution Centers ... Business Wire Pandemic-Fueled E-Commerce Growth Created A Need For Warehouse Space: Box Equities Is Answering The Call Forbes


    Materials: Energy and Materials Shares Lead the Way in a Turbulent Stretch for Stocks Wall Street Journal Dow books modest loss after touching record, Nasdaq Composite and small-cap Russell 2000 end higher MarketWatch


    		Technology: Nasdaq, S&P 500 end at records as stocks finish mostly higher ... MarketWatch Tech stocks hold promise despite recent jitters Financial Times


    		Telecommunication Services: The equities of telco cyber exploitation: 5G and the Huawei ban Observer Research Foundation Companies grow conscious, 4 out of 5 Nifty firms make ESG compliance data public Mint


    Utilities: DAILY VOICE | Stocks in utilities, oil & gas trading at attractive valuations: Srinivas Rao Ravuri of... Moneycontrol Daily Markets: Busy Week Ahead for Equities Nasdaq


    Performance is between 2021-06-01 and 2021-05-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyDELTA ELECTRONICS (THAILAND) NON-V Thailand 66.05%
    Consumer DiscretionaryCHONGQING CHANGAN AUTOMOBILE LTD A China 47.43%
    Health CareGENSCRIPT BIOTECH CORP China 74.89%
    FinancialsSAIGON THUONG TIN COMMERCIAL Vietnam 35.58%
    EnergyPETROVIETNAM TEC CORP Vietnam 32.18%
    Consumer StaplesBRF BRASIL FOODS SA Brazil 43.57%
    IndustrialsDOOSAN HEAVY INDUSTRIES & CONSTRUC Korea (South) 56.80%
    MaterialsHOA SEN Vietnam 36.96%
    UtilitiesCENTRAIS ELETR BRAS-ELETROBRAS Brazil 27.75%
    Real EstateDLF LTD India 17.61%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyCHINA YOUZAN LTD China -31.25%
    Consumer DiscretionaryGSX TECHEDU ADR REPRESENTING CLA China -39.15%
    Health CareSUPERMAX CORPORATION Malaysia -31.47%
    FinancialsBANCO INTER UNT SA Brazil -70.22%
    EnergyCOSAN INDUSTRIA E COMERCIO SA Brazil -72.31%
    Consumer StaplesTHE A2 MILK COMPANY LTD New Zealand -21.18%
    IndustrialsCANADIAN PACIFIC RAILWAY LTD Canada -77.91%
    MaterialsRONGSHENG PETRO CHEMICAL LTD A China -32.88%
    UtilitiesKUNLUN ENERGY LTD China -26.85%
    Real EstateAGILE GROUP HOLDINGS LTD China -12.58%

    Recent Industry/Sectors Ideas

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    This section contains links to materials about Midlincoln deurbanisation enterprise intitiative.

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    Midlincoln Research
    Financials

    Investment Research

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    Mount Maple
    Souvenirs
    Cons. Cyclicals

    Consumer Cyclicals

    View the souvenir producer one pager

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    Midlincoln
    Craft Fund

    Midlincoln Craft Fund

    View Midlincoln Craft Fund Description

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    TamaraAvia
    Automotive

    Engineering

    View intro for this automotive producer

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    Wrestling, Healthcare and
    Entertainment

    ITI RTS ETF Report

    Read about wrestling craft business

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    Village Telecoms
    and Media

    Telecoms

    Coming up and not ready yet

    Small Scale
    Energy

    Energy

    Coming up and not ready yet

    Small Scale
    Materials

    Materials

    Coming up and not ready yet

    Verical Agri
    and Food Production

    Consumer Staples

    Coming up and not ready yet

    Heating, Water, Electrics
    Installation and Repair

    Utilities

    Coming up and not ready yet

    Home Electronics
    Repair

    technology

    Coming up and not ready yet