Industry/Sectors December 1, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Information Technology2.87
Financials2.59
Consumer Discretionary1.75
Industrials1.23
Consumer Staples0.88
Communication0.72
Materials0.32
Energy-0.50
Cash and/or Derivatives-1.40
Utilities-1.55
Real Estate-1.72
Health Care-3.67

Global Sector YTD

Sectormonthchangepct
Energy1.31
Financials0.76
Communication-0.73
Industrials-1.16
Real Estate-2.33
Health Care-2.47
Materials-2.55
Information Technology-2.75
Consumer Discretionary-3.80
Utilities-4.58
Consumer Staples-5.35

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.050.00
Banking2.710.07
Supranational2.940.12
Transportation3.52-0.10
Local Authority3.630.62
Insurance3.630.07
Basic Industry3.800.11
Consumer Cyclical3.850.03
Consumer Non-Cyclical3.890.00
Financial Other3.930.14
Technology3.950.21
Reits3.98-0.05
Agency4.230.12
Capital Goods4.290.05
Brokerage/Asset Managers/Exchanges4.290.10
Communications4.340.18
Owned No Guarantee4.36-0.29
Electric4.44-0.46
Energy4.520.17
Finance Companies4.620.17
Industrial4.990.07
Industrial Other5.62-0.08
Sovereign5.880.04
Utility7.380.06
Financial Institutions8.420.44

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Financial Institutions8.202.93
Industrial Other8.490.97
Electric4.920.12
Utility8.930.07
Agency4.09-0.20
Sovereign5.59-0.31
Communications3.91-0.43
Capital Goods4.49-0.49
Brokerage/Asset Managers/Exchanges3.49-0.55
Industrial4.72-0.62
Finance Companies3.99-0.64
Owned No Guarantee4.04-0.80
Reits2.86-0.91
Consumer Non-Cyclical3.51-1.08
Local Authority3.63-1.12
Consumer Cyclical3.19-1.19
Energy4.84-1.20
Supranational1.79-1.27
Cash and/or Derivatives0.05-1.47
Basic Industry2.65-1.59
Financial Other2.17-1.60
Banking2.28-1.62
Transportation2.93-1.67
Technology3.62-1.89
Insurance3.82-2.15

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryTECHNOLOGY SECTOREquity2084.50
industryREAL ESTATE SECTOREquity2066.19
industryHEALTH CARE SECTOREquity750.91
industryFINANCIAL SECTOREquity454.06
industryENERGY SECTOREquity275.92
industryMULTIPLE SECTOREquity-0.90
industryENERGY SECTORMixed Allocation-1.22
industryINDUSTRIAL SECTOREquity-22.88
industryNATURAL RESOURCES SECTOREquity-326.17
industryCOMMUNICATIONS SECTOREquity-999.65
industryUTILITIES SECTOREquity-1014.25
CommoditiesPRECIOUS METAL SECTOREquity-1986.93
industryBASIC MATERIALS SECTOREquity-2423.66

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity23445.01
industryTECHNOLOGY SECTOREquity9922.46
industryCOMMUNICATIONS SECTOREquity5702.91
industryUTILITIES SECTOREquity2750.41
industryBASIC MATERIALS SECTOREquity2180.28
industryFINANCIAL SECTOREquity610.88
industryMULTIPLE SECTOREquity16.48
industryENERGY SECTORMixed Allocation0.87
industryNATURAL RESOURCES SECTOREquity-294.10
industryREAL ESTATE SECTOREquity-958.04
industryINDUSTRIAL SECTOREquity-2218.79
CommoditiesPRECIOUS METAL SECTOREquity-2482.37
industryENERGY SECTOREquity-41115.59

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

  • Probe into 'food fraud' finds unwanted ingredients in herbs and spices Irish Examiner
  • Herbs that can do wonders to your health IndiaTV News
  • Master Gardeners Reveal Their Favorite Herbs | Gardening ... Lancaster Farming
  • Herbs and spices authenticity scrutinised in Europe: 'These supply ... Food Navigator

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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

  • Souvenirs and its importance in Maldivian tourism Edition.mv
  • Made Some Souvenirs Is Giving Tourists a Wardrobe Upgrade ... Paper Magazine
  • Souvenirs of Service: World War II-era gown has Chippewa Valley ... wqow.com
  • Gifts Novelty and Souvenirs Market size to increase by USD 11.88 ... PR Newswire

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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

  • 'The Big Book of Tiny Cars' Celebrates the Smallest Automobiles Car and Driver
  • From the Archives: First automobiles made news in town Homenewshere.com
  • What Are The Watches In Planes, Trains, & Automobiles? HODINKEE
  • China stocks fall as property, automobiles weigh; Hong Kong gains Reuters

    From Biogas into Energy Sector

    Small Scale Energy

  • Down Load Craft Business Presentation
    Craft News

  • Biogas Market Expected to Reach $61 Billion by 2031 Environment + Energy Leader
  • Get to know biogas | Features | gasworld Gasworld
  • Biogas Now & Beyond | Biomassmagazine.com Biomass Magazine
  • Bright to build first biogas upgrading system in Hungary Bioenergy Insight

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair

  • Down Load Craft Business Presentation
    Craft News

  • Water profits surge even as leaks and spills wash away public trust The Guardian
  • Boil-water advisory ends in Montreal's West Island CTV News Montreal
  • Gurugram: Water from damaged pipeline floods Sector 5 road, now mosquito breeding ground Times of India
  • Delhi: NDMC to supply 20,000 litres free water to residential societies every month Mint

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • US Coin Production Totals 1.2 Billion in October 2021 Coin News
  • US Mint Announces Negro Leagues Baseball Commemorative Coin ... Sierra Sun Times
  • Shiba Inu coin: Why is Shib coin dropping? Is it past its prime? Deseret News
  • Rare coin minted in colonial Boston sells for $350,000 Boston Herald

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media

  • Down Load Craft Business Presentation
    Craft News

  • You think this is a pigeon but it’s actually a cake. Viral pics and video leave Internet stunned India Today
  • Eagles top the list of New York's biggest sports tormentors New York Post
  • Shrine plans a fancier way to mark Remembrance Day The Age
  • Pigeon-keeper, 70, is fined nearly £1,000 after the 'distressing' and 'unrelenting' noise Daily Mail

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials

  • Down Load Craft Business Presentation
    Craft News

  • Mitchell couple grows new planting and garden business with ... The Mitchell Republic
  • Cuppas for crops: how to make your own fertiliser ‘teas’ The Guardian
  • What happened to the Maya? This lake could help us find out. Popular Science
  • Sri Lanka moves to relax fertilizer ban for some crops as food prices soar Economy Next

    From Technology into Technology Sector

    Home Electronics Repair

  • Down Load Craft Business Presentation
    Craft News

  • Holograms on the horizon? Local company Ikin seeks to make futuristic technology mainstream La Jolla Light
  • Four Mistakes Leaders Often Make When Introducing New Technology Wall Street Journal
  • Cryptocurrency ban or Not? - Technology Hits Medium
  • Weird new technology presents an intriguing alternative to launching rockets Inverse

    From Food into Consumer Staples Sector

    Verical Agri and Food Production

  • Down Load Craft Business Presentation
    Craft News

  • How to determine when food should be discarded Coshocton Tribune
  • A Harvard nutritionist and brain expert avoids these 5 foods that ... CNBC
  • ‘Long-term poisoning’: should Australia’s food safety standards consider health issues like obesity? The Guardian
  • What's your earliest food memory? Paul O'Connell and a host of ... The Irish Times

    Rural Craft Center Highlights

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

    • Chart: November Sector Strategy

    Source:

    Download All Slides in Power Point
  • Political agreement to boost data sharing European Commission
  • The Ministry of Health and Social Services in Namibia held its ... WHO | Regional Office for Africa
  • S&P 500: 11 Stocks Turned $10,000 Into $313,806 In 11 Months Investor's Business Daily
  • Highlights: Formal sector emerged well from Covid-19 crisis, says CEA Hindustan Times
  • Anil Singhvis Strategy on Nov 30: Day support zone on Nifty is 16925-17025 & Bank Nifty is 35500-35625 Zee Business
  • Recent Trade Policy Review of Mauritius | Dentons - JDSupra JD Supra
  • Daily Update: November 30, 2021 S&P Global
  • Niche work is key strategy for majority of firms Law Society

    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

    Which sectors have the deepest penetration of internet?
    The same sectors are likely to see the lowest carbon foot print
    What about net effects. How presence of apps affeccts new customers in the sector?
    What is the correlation between internet penetration, ESG standing and net effects with sector performance?




    Consumer Discretionary: 7 Consumer Discretionary Stocks Moving In Friday's Intraday Session Benzinga Is Guess (GES) Outperforming Other Consumer Discretionary Stocks This Year? Nasdaq


    		Consumer Staples: Is Albertsons Companies, Inc. (ACI) Stock Outpacing Its Consumer Staples Peers This Year? Yahoo Finance Best Stocks To Invest In Right Now? 3 Consumer Staples Stocks To Watch Nasdaq


    		Energy: New COVID Variant Sends Oil And Energy Stocks Crashing Lower. What To Make Of It? Seeking Alpha Top-performing South African fund rides bet on energy stocks Mining Weekly


    Financials: Sri Lankan shares end higher as industrials, financials gain Reuters Australia: Shares flat as gains in miners cushion subdued financials The Business Times


    		Health Care: Healthcare Stocks Should Thrive in 2022 Kiplinger Hot Stocks To Buy Now? 4 Health Care Stocks To Know Nasdaq


    		Industrials: 9 Industrials Stocks Moving In Friday's Intraday Session Benzinga Here's what the Black Friday carnage may mean for the stock market's trade Monday, analysts say MarketWatch


    Materials: Is Mosaic (MOS) Outperforming Other Basic Materials Stocks This Year? Yahoo Finance Is Applied Materials Stock A Buy, Sell, Or Hold After Recent Earnings? Seeking Alpha


    		Technology: Smart beta fails to match returns of bullish tech equities Financial Times China Growth Stocks Look Like Havens as Markets Confront Omicron Bloomberg.com


    		Telecommunication Services: This Tata Group telecom services stock has zoomed over 1,000% in one year Business Standard Private Equity Takeover of Telecom Italia May Increase Leverage Fitch Ratings


    Utilities: Stocks fall amid concerns about new coronavirus variant The Washington Post European shares suffer worst day in 17 months on virus fears Reuters


    Performance is between 2021-11-01 and 2021-10-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyCOMPUTERSHARE Australia 9999.99%
    Consumer DiscretionaryTOTALENERGIES MARKETING MAROC SA Morocco 9999.99%
    Health CareAUTEK CHINA INC A China 9999.99%
    FinancialsINDUSTRIVARDEN A Sweden 9999.99%
    EnergyCOTERRA ENERGY INC United States 9999.99%
    Consumer StaplesCHONGQING BREWERY LTD A China 23.41%
    IndustrialsNIHON M&A CENTER HOLDINGS INC Japan 9999.99%
    MaterialsNORTHAM PLATINUM HLDGS LTD South Africa 9999.99%
    UtilitiesPG&E CORP United States 21.44%
    Real EstateCAPITALAND INVESTMENT LTD Singapore 9999.99%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyCOMPUTERSHARE Australia -56.76%
    Consumer DiscretionaryTAYLOR WIMPEY PLC United Kingdom -88.91%
    Health CareINTUITIVE SURGICAL INC United States -64.19%
    FinancialsBURGAN BANK Kuwait -88.10%
    EnergyCOTERRA ENERGY INC United States -33.06%
    Consumer StaplesCENCOSUD SA Chile -21.69%
    IndustrialsDERECHOS FERROVIAL SA RIGHTS Spain -88.60%
    MaterialsNORTHAM PLATINUM HLDGS LTD South Africa -51.33%
    UtilitiesCOLBUN MACHICURA SA Chile -56.25%
    Real EstateCAPITALAND INVESTMENT LTD Singapore -88.54%

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