Industry/Sectors July 8, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Information Technology-0.11
Energy-0.82
Health Care-1.17
Communication-1.74
Consumer Discretionary-2.12
Industrials-2.42
Utilities-2.93
Consumer Staples-3.33
Financials-4.38
Real Estate-4.71
Materials-6.46

Global Sector YTD

Sectormonthchangepct
Energy3.41
Financials2.47
Health Care2.29
Materials2.28
Industrials2.01
Consumer Discretionary1.23
Information Technology0.38
Consumer Staples0.12
Real Estate-0.63
Communication-1.05
Utilities-2.85

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.010.00
Banking2.300.03
Supranational2.50-0.07
Industrial Other2.51-0.05
Insurance2.79-0.73
Basic Industry2.80-0.39
Local Authority2.95-0.16
Technology3.33-0.73
Communications3.34-0.32
Transportation3.34-0.15
Consumer Cyclical3.36-0.26
Consumer Non-Cyclical3.48-0.44
Capital Goods3.61-0.35
Reits3.66-0.66
Financial Other3.77-0.44
Finance Companies3.86-0.42
Agency4.06-0.16
Energy4.06-0.58
Brokerage/Asset Managers/Exchanges4.19-0.18
Owned No Guarantee4.21-0.20
Industrial4.34-0.15
Electric4.480.12
Financial Institutions5.160.41
Sovereign5.460.14
Utility6.77-0.05

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Electric4.860.15
Financial Institutions5.02-0.24
Agency3.89-0.39
Utility8.02-0.49
Brokerage/Asset Managers/Exchanges3.37-0.67
Owned No Guarantee4.15-0.69
Sovereign5.12-0.81
Reits2.55-1.05
Transportation2.19-1.06
Industrial4.17-1.09
Capital Goods3.65-1.18
Supranational1.87-1.19
Finance Companies3.31-1.32
Consumer Non-Cyclical3.11-1.47
Cash and/or Derivatives0.01-1.51
Communications2.67-1.58
Consumer Cyclical2.98-1.58
Financial Other2.41-1.65
Banking2.02-1.74
Energy4.22-1.75
Local Authority2.95-1.80
Technology2.97-2.29
Basic Industry1.88-2.86
Insurance2.13-3.37
Industrial Other1.21-14.36

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryBASIC MATERIALS SECTOREquity4754.76
CommoditiesPRECIOUS METAL SECTOREquity3599.43
industryREAL ESTATE SECTOREquity2889.74
industryFINANCIAL SECTOREquity1730.80
industryTECHNOLOGY SECTOREquity1073.57
industryENERGY SECTORMixed Allocation-0.71
industryMULTIPLE SECTOREquity-1.08
industryNATURAL RESOURCES SECTOREquity-14.82
industryCOMMUNICATIONS SECTOREquity-187.56
industryINDUSTRIAL SECTOREquity-529.80
industryENERGY SECTOREquity-543.50
industryUTILITIES SECTOREquity-841.93
industryHEALTH CARE SECTOREquity-2054.74

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity20192.24
industryBASIC MATERIALS SECTOREquity7642.73
industryTECHNOLOGY SECTOREquity6485.50
industryCOMMUNICATIONS SECTOREquity6180.19
industryUTILITIES SECTOREquity4129.89
CommoditiesPRECIOUS METAL SECTOREquity3106.33
industryNATURAL RESOURCES SECTOREquity259.10
industryMULTIPLE SECTOREquity12.28
industryENERGY SECTORMixed Allocation2.18
industryFINANCIAL SECTOREquity-3.20
industryINDUSTRIAL SECTOREquity-1732.10
industryREAL ESTATE SECTOREquity-2631.53
industryENERGY SECTOREquity-40935.85

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
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  • 'Silver lining': Albania medicinal herbs bloom in pandemic France 24
  • Albania capitalizes on herbal medicine boom during the pandemic CGTN
  • Excessive use of herbs may cause gastritis: Docs Times of India
  • Give your landscape 'herb' appeal Reporter-News

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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  • March of the Red Souvenirs Sixth Tone
  • Souvenirs: Memories of our Travels - Nightlife ABC
  • "A Century of Music" rock legend souvenirs auctioned Texas News Today
  • Andrew Yang Picking Up A Few Souvenirs On Way Back Home From New York Visit The Onion

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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  • Two European automobile manufacturers merge ICLG
  • 'Automania' at MoMA Explores Cars' Artistic Legacy | Smart News Smithsonian Magazine
  • Trump Administration Report On The Threat Of Imported Automobiles Released GM Authority
  • Black Boxes in Automobiles: European Union Requires Installation ... JD Supra

    From Biogas into Energy Sector

    Small Scale Energy

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  • EGYPT: Kuwait finances the conversion of organic waste into biogas in Suhag Afrik 21
  • Report finds biogas a viable alternative for New Zealand RNZ
  • World Biogas Summit 2021: Harmen Dekker on the importance of ... Gasworld
  • Biogas Specialist WELTEC BIOPOWER celebrates Company ... Global Trade Magazine

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair

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  • Central Iowa leaders are investing millions in water trails. But can they overcome water-quality concerns? The Ames Tribune
  • FAO and the Netherlands renew partnership to strengthen ... ReliefWeb
  • Some Cape Coral homeowners facing water shutoffs post-Elsa WINK News
  • Water Resistance Tester checks your phone’s waterproofing without water The Verge

    From Coins into Financials Sector

    Midlincoln Research Financials

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  • Crypto Scams, Rug Pulls, Bitcoin Hacks: Billions Lost When Shit ... Bloomberg.com
  • Sri Lanka marks Chinese party century with costliest gold coin France 24
  • Coinbase Will Now List as Many Coins as Possible The Motley Fool
  • An Old 50 Paise Coin Can Fetch you Rs 1 Lakh Online. Know Details News18

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media

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  • Pigeon trapped in police car discovered by officers during their morning shift Leicester Mercury
  • 'Worst day ever' in pigeon racing history as 5,000 birds vanish New York Post
  • Brexit: Cross-Channel pigeon racing ban must end, MP says BBC
  • Pigeon fanciers lobby for change to Brexit rules on cross-Channel races The Guardian

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials

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  • Ancient 'pigeon towers' to turn into traditional restaurant Tehran Times
  • The future of agriculture in Sri Lanka Daily News
  • Chemical fertilizer ban will precipitate food shortages MENAFN.COM
  • Farmers continue protests against fertilizer crisis Newsfirst

    From Technology into Technology Sector

    Home Electronics Repair

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  • Aligned Technology Solutions Ranked on Channel Futures MSP ... Daily Jefferson County Union
  • Advocate sharing of patents, know-how, and technology to maximize ... European Public Health Alliance
  • How to start your own information technology business - Real Business
  • Talking Technology and Trade: Challenges and Opportunities in Africa Africanews

    From Food into Consumer Staples Sector

    Verical Agri and Food Production

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    Craft News

  • The lie of expired food Vox
  • Pandemic job losses conspire with high food prices to push food out ... ReliefWeb
  • Stop calling food ‘exotic’ The Washington Post
  • Crop Prospects and Food Situation, No. 2, July 2021 - World ReliefWeb

    Rural Craft Center Highlights

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

    • Chart: Sector Industry Strategy

    July 2021

    Source:

    Download All Slides in Power Point
  • Bold new life sciences vision sets path for UK to build on pandemic ... GOV.UK
  • UK Government releases 10-year strategy for Life Sciences sector ... Built Environment Networking
  • Italy's Snam, Leonardo partner for innovation, safety in hydrogen ... Reuters
  • B.C. releases hydrogen strategy to spur investment in sector The Globe and Mail
  • Govt working on detailed strategy to achieve export target of $400 billion Business Line
  • Retail industry and unions call for State intervention to lead sector out of crisis The Irish Times
  • Government Has Come Out With Draft National Strategy And Roadmap For Sustainable Tourism Business Standard
  • As the US begins to craft a hydrogen strategy, Europe's experience ... Utility Dive

    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

    Automotive stocks on the back of shortage in semiconductors
    Sectors active in deurbanisation trends
    Travel and entertainment stocks
    Banks with exposure on Fintech sector




    Consumer Discretionary: Indian consumer discretionary stocks among world’s priciest Mint Is NIKE (NKE) Outperforming Other Consumer Discretionary Stocks This Year? Yahoo Finance


    		Consumer Staples: Consumer staples (XLP Stock): Brewers and distillers in focus FXStreet 3 Consumer Staples Stocks To Buy In July Investing.com


    		Energy: Crude and energy stocks soar as oil rocks the markets Fortune Analysis: Falling U.S. bond yields may signal death knell for ... Reuters


    Financials: Employees Love These 2 Financials. Should You Love The Stock? Nasdaq Declining Stock and Decent Financials: Is The Market Wrong About Applied Industrial Technologies, Inc. (NYSE:AIT)? Nasdaq


    		Health Care: Health care and Swiss equities revisited EJINSIGHT ejinsight.com Burrage Capital Joins Forces With MPM PR Newswire


    		Industrials: European Equities: German Industrial Production in Focus Yahoo Finance Dow drops 450 points amid global economic recovery concerns, bond yields slide CNBC


    Materials: Dow drops 450 points amid global economic recovery concerns, bond yields slide CNBC Analysis: Falling U.S. bond yields may signal death knell for ... Reuters


    		Technology: Technology stocks lead ASX higher - Markets AFR Growth worries, Chinese tech rout set to drag Wall St lower Reuters


    		Telecommunication Services: Should You Invest in the Invesco S&P 500 Equal Weight Utilities ETF (RYU)? Nasdaq Addvantage Technologies Group (AEY) gains 1.1490% for July 06 Equities.com


    Utilities: Need Stability in Your Stocks? Consider Utilities ETF Database 3 ETFs That'll Make You Richer in the Second Half of 2021 (and Beyond) The Motley Fool


    Performance is between 2021-07-01 and 2021-06-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyHANGZHOU SILAN MICROELECTRONICS LT China 42.28%
    Consumer DiscretionaryNINGBO JOYSON ELECTRONIC CORP A China 46.40%
    Health CareNOVAVAX INC United States 49.39%
    FinancialsPIRAMAL ENTERPRISES LTD India 30.51%
    EnergyECOPETROL SA Colombia 20.97%
    Consumer StaplesGUDANG GARAM Indonesia 40.09%
    IndustrialsWAN HAI LINES LTD Taiwan 102.25%
    MaterialsSHANGHAI PUTAILAI NEW ENERGY TECHN China 36.40%
    UtilitiesNRG ENERGY INC United States 28.32%
    Real EstateGREENTOWN CHINA LTD China 30.09%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyTRADE DESK INC CLASS A United States -86.86%
    Consumer DiscretionaryTAL EDUCATION GROUP ADR REPTG China -47.20%
    Health CareMEINIAN ONEHEALTH HEALTHCARE HOLDI China -25.00%
    FinancialsBCO BTG PACTUAL UNT SA Brazil -73.72%
    EnergyCHINA MERCHANTS ENERGY SHIPPING LT China -15.48%
    Consumer StaplesYIFENG PHARMACY CHAIN LTD A China -40.13%
    IndustrialsCSX CORP United States -67.52%
    MaterialsHARMONY GOLD MINING COMPANY LIMITE South Africa -27.64%
    UtilitiesADANI TRANSMISSION LTD India -37.82%
    Real EstateCHINA AOYUAN GROUP LTD China -28.81%

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