Industry/Sectors November 3, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Energy4.19
Cash and/or Derivatives1.68
Financials-3.76
Consumer Staples-3.93
Utilities-4.20
Real Estate-5.37
Health Care-5.43
Industrials-5.56
Communication-5.79
Materials-6.53
Information Technology-6.55
Consumer Discretionary-6.97

Global Sector YTD

Sectormonthchangepct
Energy2.52
Communication1.13
Financials0.48
Health Care-0.55
Industrials-1.93
Information Technology-2.24
Consumer Discretionary-3.15
Real Estate-3.54
Utilities-4.23
Consumer Staples-4.25
Materials-5.54

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.05-0.01
Banking2.640.19
Supranational2.660.18
Local Authority3.010.31
Basic Industry3.430.46
Transportation3.530.03
Insurance3.570.29
Technology3.660.45
Consumer Cyclical3.770.29
Financial Other3.790.27
Consumer Non-Cyclical3.890.44
Reits4.000.57
Communications4.030.51
Agency4.110.38
Brokerage/Asset Managers/Exchanges4.150.09
Capital Goods4.260.52
Energy4.32-0.11
Finance Companies4.470.33
Owned No Guarantee4.650.08
Electric4.90-0.20
Industrial4.940.49
Industrial Other5.700.33
Sovereign5.840.65
Utility7.310.50
Financial Institutions8.122.27

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Financial Institutions8.293.01
Industrial Other8.691.17
Electric5.811.01
Utility8.53-0.17
Sovereign5.62-0.28
Owned No Guarantee4.56-0.28
Agency3.97-0.32
Capital Goods4.44-0.55
Brokerage/Asset Managers/Exchanges3.43-0.61
Industrial4.61-0.70
Communications3.59-0.75
Reits2.96-0.81
Finance Companies3.70-0.93
Transportation2.78-0.98
Consumer Non-Cyclical3.54-1.05
Consumer Cyclical3.17-1.21
Supranational1.63-1.43
Energy4.56-1.45
Cash and/or Derivatives0.05-1.47
Banking2.18-1.72
Local Authority3.01-1.74
Technology3.22-2.03
Basic Industry2.42-2.06
Insurance3.83-2.14
Financial Other1.63-2.15

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryTECHNOLOGY SECTOREquity9321.22
industryHEALTH CARE SECTOREquity4208.70
industryREAL ESTATE SECTOREquity3512.77
industryMULTIPLE SECTOREquity0.87
industryENERGY SECTORMixed Allocation-0.55
industryFINANCIAL SECTOREquity-108.08
industryUTILITIES SECTOREquity-167.35
industryNATURAL RESOURCES SECTOREquity-269.82
industryCOMMUNICATIONS SECTOREquity-282.31
industryINDUSTRIAL SECTOREquity-473.80
industryENERGY SECTOREquity-817.28
CommoditiesPRECIOUS METAL SECTOREquity-2060.75
industryBASIC MATERIALS SECTOREquity-3635.32

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity28161.82
industryTECHNOLOGY SECTOREquity17309.86
industryCOMMUNICATIONS SECTOREquity5970.57
industryUTILITIES SECTOREquity3922.94
industryBASIC MATERIALS SECTOREquity2903.97
industryREAL ESTATE SECTOREquity2380.83
industryMULTIPLE SECTOREquity14.81
industryENERGY SECTORMixed Allocation1.20
industryFINANCIAL SECTOREquity-89.48
industryNATURAL RESOURCES SECTOREquity-236.82
CommoditiesPRECIOUS METAL SECTOREquity-1236.63
industryINDUSTRIAL SECTOREquity-2354.68
industryENERGY SECTOREquity-42011.84

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
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  • Master Gardeners: Herbs for the winter Yakima Herald
  • Top 10 herbs – The Gisborne Herald The Gisborne Herald
  • How to Store Fresh Herbs to Make Them Last: 6 Methods Treehugger
  • Travis Lemon: Three herbs for cold-weather wellness herald-dispatch.com

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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  • The Souvenir Part II Is About Writing What You Know, Even When You Don’t Know Much (Yet) Vulture
  • The Souvenir Part II movie review (2021) Roger Ebert
  • The Souvenir Part II: One of 2021’s best movies is about its own making Vox
  • Old Barn Down: Knibbs Family Making Souvenirs, Sharing Stories ... DiscoverWeyburn.com

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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  • China EV Maker Zeekr Valued At $9 Bln After Geely Automobile Boosts Stake Forbes
  • Droom delivers 4,00,000th automobile on its online platform Times of India
  • BROWN COLUMN: Gas, hybrid, PHEV and electric powered ... | LaGrange Daily News
  • Car Trouble: Horrifying Movies Starring Automobiles Den of Geek

    From Biogas into Energy Sector

    Small Scale Energy

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  • German biogas specialist takes over operations of plant manufacturer Hortidaily
  • Biogas for carbon reduction 'underestimated', says ADBA Gasworld
  • High-Purity Hydrogen Obtained Directly From Biogas for First Time Technology Networks
  • St. Pete may soon use its biogas to power crypto mining operations St. Pete Catalyst

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair

  • Down Load Craft Business Presentation
    Craft News

  • Boone Co. to Expand Water Services to More Streets, Households The River City News
  • Best Offers and Deals for Water Purifiers in India NDTV Gadgets 360
  • The threat of conflict over water is growing Financial Times
  • Novi, Walled Lake issue boil-water alerts after main break Detroit News

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • Leaders of the G20 throw coins inside the Trevi Fountain Euronews
  • Seeking La Dolce Vita? G20 leaders toss coins into Rome's Trevi ... Reuters
  • G20 leaders toss coins into Trevi Fountain 7NEWS
  • Japan issues new ¥500 coins for the first time in 21 years The Japan Times

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media

  • Down Load Craft Business Presentation
    Craft News

  • Turkish chef Salt Bae wears garbage bag while feeding pigeons in viral video. Internet is confused India Today
  • Saturday Marks an East Coventry Birthday … Sort Of - The Post The Sanatoga Post
  • Worcester’s EcoTarium asks public to look out for ‘Pidge,’ pigeon that flew out of the museum MassLive.com
  • Pigeon on your balcony? Beware, it might be a warning of theft! Firstpost

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials

  • Down Load Craft Business Presentation
    Craft News

  • Sri Lanka health, environment ministries faulted for not helping ‘market’ organic fertilzer Economy Next
  • Lawn fertilizers are a leading cause of toxic algae blooms - The ... Resident Community News
  • Anhydrous Dibasic Calcium Phosphate Market Detailed In New ... Chip Design Magazine –
  • Liquid Fertilizers Market Research Study, Future Prospects and ... Taiwan News

    From Technology into Technology Sector

    Home Electronics Repair

  • Down Load Craft Business Presentation
    Craft News

  • How digital adoption and decluttering technology can help startups survive YourStory
  • Banking on technology The Bangkok Post
  • Bill Gates: Funding clean technology is the way to avoid climate disaster | Free to read Financial Times
  • Volleyball vs New Jersey Institute of Technology on 10/31/2021 ... Binghamton University Athletics

    From Food into Consumer Staples Sector

    Verical Agri and Food Production

  • Down Load Craft Business Presentation
    Craft News

  • Can we stomach the latest emerging food innovations? BBC
  • China to strengthen push to reduce food waste | The Mighty 790 KFGO KFGO
  • Kenya’s Twiga raises $50M to scale food solutions across Africa TechCrunch
  • Sweet students at Warfield school help out local food banks – Trail ... Trail Daily Times

    Rural Craft Center Highlights

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

    • Chart: October 2021 Sector Strategy

    Source:

    Download All Slides in Power Point
  • Civil society and communities reflect on draft global health sector ... WHO | World Health Organization
  • Privacy & Cybersecurity Update - October 2021 | Skadden, Arps ... JD Supra
  • UK Construction sector initiatives focused on achieving net zero ... JD Supra
  • October 2021 Review and Outlook Nasdaq
  • Privacy & Cybersecurity Update October 2021 Lexology
  • Current Government Consultations - November 2021 Rural Services Network
  • Preparing for industrial action in the UK universities sector Pinsent Masons
  • Shipping industry moves to decarbonisation Pinsent Masons

    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

    In the inflationary environment costs rise faster than revenues
    The key raw material for many of the sectors is energy
    Energy stocks therefore highlighted
    Sectors that less dependent on energy like IT, Healthcare and consumer discretionary are also highlighted




    Consumer Discretionary: Here's How Investors Can Find Strong Consumer Discretionary Stocks with the Zacks ESP Screener Yahoo Finance This 1 Consumer Discretionary Stock Could Beat Earnings: Why It Should Be on Your Radar Yahoo Finance


    		Consumer Staples: Best Stocks To Buy Today? 4 Consumer Staples Stocks For Your List Nasdaq Here's How Investors Can Find Strong Consumer Staples Stocks with the Zacks ESP Screener Yahoo Finance


    		Energy: Trillion-Dollar ESG Boom Is Punishing Old-School Energy Stocks Bloomberg.com Should energy’s ‘lonely rally’ in September worry the stock-market bulls? MarketWatch


    Financials: Nykaa IPO GMP, Subscription Status, Financials: Last Day to Invest, Should you Buy? News18 Australia: Shares inch lower as healthcare boost offsets subdued financials The Business Times


    		Health Care: Best Stocks To Invest In 2021? 4 Health Care Stocks To Watch In November 2021 Nasdaq K-beauty flagship company LG Household & Health Care's stock price falls ANI News


    		Industrials: South Korea Stock Market Due For Support On Monday Nasdaq 3 Industrial Stocks For Your November 2021 Watchlist Nasdaq


    Materials: Confusion or meme play? Meta Materials stock soars after Facebook's name change. MarketWatch Meta Materials stock soars after Facebook changes name New York Post


    		Technology: Smart beta fails to match returns of bullish tech equities Financial Times Brokers Digest: Local Equities - Inari Amertron Bhd, Pentamaster ... The Edge Markets


    		Telecommunication Services: Telecom stocks in focus; Bharti Airtel, Vodafone Idea gain upto 7% Business Standard Top Wall Street analysts see upside in these stocks as earnings continues CNBC


    Utilities: Utilities stocks suffer broad weakness as Treasury yields climb MarketWatch $469.58 Million in Sales Expected for Algonquin Power & Utilities Corp. (NYSE:AQN) This Quarter MarketBeat


    Performance is between 2021-10-01 and 2021-09-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyBEIJING SHIJI INFORMATION TECHNOLO China 44.53%
    Consumer DiscretionaryEXPEDIA GROUP INC United States 18.10%
    Health CareTOPCHOICE MEDICAL CORPORATION INC China 36.89%
    FinancialsBURGAN BANK Kuwait 7500.00%
    EnergyADARO ENERGY TBK Indonesia 33.33%
    Consumer StaplesNEW HOPE LIUHE LTD A China 29.38%
    IndustrialsECOPRO BM LTD Korea (South) 48.32%
    MaterialsSABIC AGRI-NUTRIENTS Saudi Arabia 39.50%
    UtilitiesCGN POWER LTD H China 30.43%
    Real EstateCHINA MERCHANTS SHEKOU INDUSTRIAL China 24.07%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologySCSK CORP Japan -67.55%
    Consumer DiscretionaryTOYOTA MOTOR CORP Japan -79.79%
    Health CareINTCO MEDICAL TECHNOLOGY LTD A China -41.40%
    FinancialsBURGAN BANK Kuwait -89.06%
    EnergySHANXI MEIJIN ENERGY LTD A China -20.85%
    Consumer StaplesAMOREPACIFIC CORP Korea (South) -24.49%
    IndustrialsDEUTSCHE LUFTHANSA AG Germany -27.29%
    MaterialsFORTESCUE METALS GROUP LTD Australia -31.10%
    UtilitiesIBERDROLA SA Spain -19.75%
    Real EstateVINHOMES Vietnam -28.09%

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