Industry/Sectors March 17, 2020
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Global Sector Last Month Performance

Sectormonthchangepct
Health Care-7.29
Consumer Staples-8.74
Real Estate-9.20
Information Technology-10.81
Communication-11.44
Industrials-12.54
Consumer Discretionary-12.96
Utilities-13.44
Financials-13.59
Materials-13.63
Energy-17.17

Global Sector YTD

Sectormonthchangepct
Information Technology-1.80
Health Care-2.66
Real Estate-8.14
Communication-8.61
Consumer Staples-8.74
Utilities-10.30
Consumer Discretionary-10.93
Financials-11.28
Materials-11.47
Industrials-12.02
Energy-18.50

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Other0.000.00
Cash and/or Derivatives1.41-0.08
Supranational3.560.57
Brokerage/Asset Managers/Exchanges5.321.34
Financial Institutions5.521.61
Banking5.562.49
Agency5.641.77
Insurance6.212.31
Electric6.222.07
Technology6.542.32
Capital Goods6.582.41
Financial Other6.784.52
Local Authority6.882.91
Finance Companies7.042.93
Consumer Non-Cyclical7.112.44
Basic Industry7.573.07
Consumer Cyclical7.703.19
Communications8.082.86
Owned No Guarantee8.583.95
Reits8.693.33
Industrial8.943.11
Industrial Other9.773.48
Sovereign10.103.30
Utility10.403.06
Transportation13.255.78
Energy20.6912.12

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Energy21.4213.82
Transportation13.256.70
Reits8.874.14
Owned No Guarantee8.583.93
Financial Other7.133.83
Sovereign10.193.43
Basic Industry7.633.43
Consumer Cyclical7.863.30
Finance Companies7.062.94
Utility10.862.90
Industrial9.082.86
Communications8.242.81
Capital Goods6.612.50
Technology6.662.45
Insurance6.662.22
Local Authority6.882.13
Electric6.222.06
Consumer Non-Cyclical7.231.97
Banking5.561.91
Brokerage/Asset Managers/Exchanges5.321.80
Agency5.701.42
Industrial Other9.771.18
Financial Institutions5.551.06
Supranational3.390.33
Other0.000.00
Cash and/or Derivatives1.41-0.12

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity9166.50
CommoditiesPRECIOUS METAL SECTOREquity7909.53
industryTECHNOLOGY SECTOREquity6262.27
industryUTILITIES SECTOREquity5742.32
industryENERGY SECTOREquity5122.80
industryBASIC MATERIALS SECTOREquity1948.57
industryREAL ESTATE SECTOREquity1304.02
industryFINANCIAL SECTOREquity1084.47
industryINDUSTRIAL SECTOREquity119.50
industryENERGY SECTORMixed Allocation0.79
industryMULTIPLE SECTOREquity0.62
industryNATURAL RESOURCES SECTOREquity-39.80
industryCOMMUNICATIONS SECTOREquity-110.59

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity8283.82
industryTECHNOLOGY SECTOREquity7453.82
industryUTILITIES SECTOREquity7326.13
industryENERGY SECTOREquity5395.41
industryREAL ESTATE SECTOREquity1877.30
CommoditiesPRECIOUS METAL SECTOREquity1277.61
industryFINANCIAL SECTOREquity1145.79
industryINDUSTRIAL SECTOREquity239.43
industryMULTIPLE SECTOREquity0.80
industryENERGY SECTORMixed Allocation0.67
industryBASIC MATERIALS SECTOREquity-20.11
industryCOMMUNICATIONS SECTOREquity-202.62
industryNATURAL RESOURCES SECTOREquity-207.56

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
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  • 8 Herbs and Natural Supplements for UTIs Healthline
  • Why people are buying herbs in preparation for COVID19 isolation Better Homes and Gardens
  • Health experts refute claim that ancient medicinal herbs are an ... AFP Factcheck
  • Nature Acupuncture & Herbs now open in Sawtelle Hoodline

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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    Craft News

  • All About Nature | Souvenirs & Favours | Crystal River, FL Citrus County Chronicle
  • Global Gifts Novelty and Souvenirs Market 2020 Kroger, Macy’s, Card Factory, House of Fraser, Hallmark, Archies Galus Australis
  • Michelle Keegan reveals meaningful souvenirs she took from Our Girl set HELLO!
  • The ultimate capital city souvenirs from soap in Dublin to a Hamleys teddy bear in London Daily Mail

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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    Craft News

  • Automobiles: Is the middle-class squeezed out? Business Recorder
  • Wheel Aligner Equipment Market| Increasing Number of ... Business Wire (press release)
  • Global and China Intelligent Cockpit Platform for Automobiles Industry Report, 2020 - ResearchAndMarkets.com Yahoo Finance
  • Pakistan to review safety standards of automobiles The Express Tribune

    From Biogas into Energy Sector

    Small Scale Energy


    Craft News

  • Future Biogas to launch biology consultancy | News gasworld
  • Daughter Furthers Dad's Legacy, duo Install 1000 Biogas Toilets! The Better India
  • Biogas market to reach $20.9bn by 2028 at global scale Smart Energy (press release)
  • Navigant Projects Biogas Market to Exceed $20BB NGT News

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair


    Craft News

  • Quad Cities COVID-19 Coalition: Local drinking water remains safe ... KWQC-TV6
  • Venice's canal water looks clearer as coronavirus keeps visitors away CNN International
  • £4MILLION BATHING WATER PROGRAMME IN SHANKLIN NOW COMPLETE Island Echo
  • CVWD says tap water is safe to drink Coastal View News

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • New Sale Date for 2020 Basketball Hall of Fame Commemorative ... CoinWeek
  • Seniors: Be wary of coronavirus pitches for gold and silver coins Quartz
  • A Coin Analyst Exclusive: Morgan and Peace Silver Dollars ... CoinWeek
  • Here Are 50 Different XP Coin Locations In The ‘Fortnite’ Chapter 2 Map Forbes

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media


    Craft News

  • Herald Diary: Pigeon post, tired Bears and dog days HeraldScotland
  • What a crappy day! Niall Horan gets pooed on by pigeon during ... Irish Post
  • Someone glued tiny MAGA hats and a Trump wig onto pigeons in Las Vegas Washington Post
  • Chihuahua and pigeon, two roommates at pet shelter, are touching the hearts of millions New York Post

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials


    Craft News

  • Italian dares to make French bread great again - The Jakarta Post Jakarta Post
  • Farming for the Planet Sentient Media
  • The Bold Brewers Fighting for Saké's Future Wine Enthusiast Magazine
  • Turf Tech into the 2020s Golf Course Industry Magazine

    From Technology into Technology Sector

    Home Electronics Repair


    Craft News

  • 10 Technology Tips To Help You Cope With COVID-19 Forbes
  • How China is using technology to fight coronavirus Geospatial World
  • Amazon reached out to Walmart and Target about cashier-less technology MarketWatch
  • Growth & Jobs | MSMES urged to leverage technology Jamaica Gleaner

    From Food into Consumer Staples Sector

    Verical Agri and Food Production


    Craft News

  • The lockdown larder: an expert guide to a healthy, sustainable store cupboard The Guardian
  • Impossible Foods confirms $500 million fundraising, has raised $1.3 billion in total TechCrunch
  • There's plenty of food to go around, and Minnesota stores are getting it in Minneapolis Star Tribune
  • Covid-19 scare in Delhi: Over six hours at IGI without water or food, no access to washrooms Times of India

    Rural Craft Center Highlights

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

    • Chart: Sector Strategy

    March 2020

    Source:

    Download All Slides in Power Point
  • Saudi Strategy to Promote Public-Private Sector Partnership in Local Content Asharq Al-awsat English
  • How the new EU gender strategy fails east-central European women Social Europe
  • GIE: Hydrogen at the forefront of the EU's Strategy H2 View
  • Cyberspace Solarium report calls for layered cyber deterrence, defend forward strategy CSO Online
  • Does Brexit Britain have a data strategy fit for purpose? - the private sector perspective Diginomica
  • Why ‘Property technology’ is paramount for realty sector; these new-gen ways can bring success Financial Express
  • Lombard Odier unveils climate transition strategy Investment Europe
  • Tech Nation Report 2020: UK digital tech grew faster than other ... Information Age

    Strategy

    SectorPEFy1PEFy22020Growth
    Consumer Discretionary9.498.1017.07
    Consumer Staples13.8312.4114.86
    Energy6.595.8717.22
    Financials7.276.608.28
    Health Care13.0011.5310.28
    Industrials9.898.7411.64
    Information Technology12.6710.9318.87
    Materials7.916.9915.82
    Real Estate10.009.506.69
    Telecommunication Services8.998.2111.06
    Utilities9.478.926.94


    • Key Topics and News

    Consumer discretionary the only sector imune to IT expansion
    Coronavirus weighs on materials sector
    Greta sincere revelation weighs on Energy
    Banking and retail marketshare shrinks losing to Internet




    Consumer Discretionary: Is Netflix (NFLX) Outperforming Other Consumer Discretionary Stocks This Year? Nasdaq Should You Invest in the SPDR S&P Retail ETF (XRT)? Yahoo Finance


    		Consumer Staples: Jim Cramer says forget index funds, buy shares in companies 'we can't live without' CNBC 3 ETFs To Take Advantage of Toilet Paper Mania ETF Trends


    		Energy: No Gas Left in the Tank for Energy Equities S&P Global Sam Zell Says "Buy Energy Stocks" Unseen Opportunity (blog)


    Financials: Stock market live Monday: Dow drops 13%, Trump says recession possible, trading halted at open CNBC US stocks fall 7.6% in worst day since December 2008 Financial Times


    		Health Care: BlackRock's Rieder says it's time to selectively buy 'once in a lifetime' stock bargains, but market has not bottomed CNBC USA Equities Corp Provides its 2020 Business and Research and ... GlobeNewswire (press release)


    		Industrials: Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since '87 CNBC US equities plunge in escalating coronavirus fears ecns


    Materials: Coronavirus Market Carnage: 18 Stocks to Buy Now Barron's What every Canadian investor needs to know today The Globe and Mail


    		Technology: The Worst Hit Equity Sectors in 2020 Morningstar Technology Sector Update for 03/17/2020: MSFT, AAPL, CSCO, GOOG, IBM, COUP, HUYA, MUH Nasdaq


    		Telecommunication Services: Vodafone Idea, Airtel stocks jump over likely relief on AGR dues ETTelecom.com Fixing of floor price for telecom services illogical; no need for Trai to intervene: IAMAI ETTelecom.com


    Utilities: Fears over coronavirus leave investors huddling in utilities Financial Times Tread carefully with low-volatility stocks, traders say — here are the ones they'd be buying CNBC


    Performance is between 2020-03-02 and 2020-01-31

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyFIBERHOME TELECOMMUNICATION TECHNO China 53.54%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines 900.00%
    Health CareWINNING HEALTH TECHNOLOGY GROUP LT China 17.28%
    FinancialsEAST MONEY INFORMATION LTD A China 26.98%
    EnergyCABOT OIL & GAS CORP United States 13.24%
    Consumer StaplesNEW HOPE LIUHE LTD A China 40.89%
    IndustrialsDP WORLD PLC United Arab Emirates 20.77%
    MaterialsHUAXIN CEMENT LTD A China 15.94%
    UtilitiesSICHUAN CHUANTOU ENERGY LTD A China 3.13%
    Real EstateSOHO CHINA LTD China 32.50%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologySABRE CORP United States -52.63%
    Consumer DiscretionaryALTUS SAN NICOLAS CORP Philippines -84.62%
    Health CareAURORA CANNABIS INC Canada -33.10%
    FinancialsIRB BRASIL RESSEGUROS SA Brazil -62.24%
    EnergyOVINTIV INC Canada -81.94%
    Consumer StaplesMAGNIT PJSC SPONSORED RUSSIA RU DR Russian Federation -38.86%
    IndustrialsBOMBARDIER INC CLASS B Canada -47.46%
    MaterialsSASOL LTD South Africa -72.56%
    UtilitiesPGE POLSKA GRUPA ENERGETYCZNA SA Poland -38.92%
    Real EstateMABANEE COMPANY Kuwait -34.01%

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