Industry/Sectors February 9, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Energy13.91
Financials13.51
Information Technology12.58
Industrials12.20
Utilities10.30
Materials9.86
Consumer Discretionary9.22
Consumer Staples9.16
Communication9.12
Health Care5.98
Real Estate2.66

Global Sector YTD

Sectormonthchangepct
Cash and/or Derivatives13.00
Materials9.72
Health Care7.32
Information Technology5.17
Consumer Discretionary1.71
Consumer Staples-0.13
Communication-0.65
Industrials-1.22
Financials-1.28
Utilities-4.20
Real Estate-6.46
Energy-6.94

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.08-0.02
Supranational2.31-0.28
Banking2.38-0.28
Basic Industry3.09-0.46
Insurance3.11-0.19
Industrial Other3.24-0.70
Consumer Non-Cyclical3.40-0.46
Local Authority3.41-0.49
Financial Other3.50-0.65
Communications3.55-0.21
Electric3.72-0.39
Technology3.79-0.32
Finance Companies3.82-0.62
Financial Institutions3.83-0.33
Brokerage/Asset Managers/Exchanges3.87-0.29
Consumer Cyclical3.92-0.32
Agency4.00-0.02
Capital Goods4.05-0.39
Reits4.23-0.38
Energy5.04-1.66
Owned No Guarantee5.10-0.64
Industrial5.12-0.46
Sovereign5.19-0.13
Utility5.930.12
Transportation8.07-0.61

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Transportation12.164.05
Owned No Guarantee5.270.62
Reits3.890.32
Agency4.12-0.21
Financial Other3.19-0.29
Capital Goods4.23-0.34
Brokerage/Asset Managers/Exchanges3.14-0.39
Industrial5.04-0.40
Consumer Cyclical3.81-0.54
Energy5.35-0.60
Finance Companies3.66-0.64
Electric3.78-0.84
Communications3.26-0.87
Financial Institutions3.78-0.91
Sovereign4.86-0.95
Technology3.86-0.98
Supranational1.94-1.12
Utility6.53-1.25
Local Authority3.41-1.34
Consumer Non-Cyclical3.28-1.37
Basic Industry2.90-1.37
Cash and/or Derivatives0.08-1.44
Banking2.19-1.57
Insurance3.14-1.83
Industrial Other2.76-5.41

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity11403.48
industryTECHNOLOGY SECTOREquity11016.59
industryREAL ESTATE SECTOREquity6317.73
industryBASIC MATERIALS SECTOREquity2525.88
industryCOMMUNICATIONS SECTOREquity1462.11
industryENERGY SECTOREquity1155.97
industryINDUSTRIAL SECTOREquity771.47
industryUTILITIES SECTOREquity553.65
industryFINANCIAL SECTOREquity368.61
industryNATURAL RESOURCES SECTOREquity280.59
industryMULTIPLE SECTOREquity4.49
industryENERGY SECTORMixed Allocation0.83
CommoditiesPRECIOUS METAL SECTOREquity-382.18

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity21353.97
industryTECHNOLOGY SECTOREquity12022.13
industryUTILITIES SECTOREquity8079.56
industryCOMMUNICATIONS SECTOREquity5763.49
CommoditiesPRECIOUS METAL SECTOREquity2026.43
industryBASIC MATERIALS SECTOREquity204.54
industryNATURAL RESOURCES SECTOREquity190.85
industryMULTIPLE SECTOREquity10.15
industryENERGY SECTORMixed Allocation3.09
industryREAL ESTATE SECTOREquity-757.03
industryINDUSTRIAL SECTOREquity-1014.15
industryFINANCIAL SECTOREquity-2494.14
industryENERGY SECTOREquity-39786.36

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

  • 11 Herbs and Supplements to Help Fight Depression Healthline
  • 9 Herbs and Spices That Fight Inflammation Healthline
  • Global Herbal Nutraceuticals Market By Nature, By Product Type, By ... GlobeNewswire
  • Recipe: Spatchcock chicken stuffed with courgette and herbs Stuff.co.nz

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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

  • Gifts Novelty and Souvenirs Market Giants Spending Is Going To ... NeighborWebSJ
  • The Top Travel Souvenirs From Around the World TravelPulse
  • Your Favorite Travel Souvenirs Are Now Online, And Without The Cost Of Vacation Forbes
  • Orlando federal agents seize counterfeit Super Bowl souvenirs WKMG News 6 & ClickOrlando

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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

  • Vehicle scrappage policy announced in Budget 2021 to phase out old automobiles Livemint
  • Fast Lane: DS Automobiles' new DS4 hatchback, 10th-anniversary ... The Straits Times
  • Luxury car makers seek reduction in taxes on automobiles in upcoming Budget Times of India
  • Comments on: Fiat Chrysler Automobiles signs agreement with new ... Drive

    From Biogas into Energy Sector

    Small Scale Energy


    Craft News

  • Canadian Biogas Association launches new resource for farmers Bioenergy Insight Magazine
  • Trinity Organics receives £14m investment to develop biogas plant Bioenergy Insight Magazine
  • New waste-to-biogas plant starts up in Finland ChemEngOnline
  • Black Dog Biogas to Provide Renewable Energy for Vestas Factory UK Off Grid Energy Independence

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair


    Craft News

  • Pandemic fails to slow agribusiness's thirst for Cerrado's water Mongabay.com
  • Myanmar: Police use water cannon as protesters rally Deutsche Welle
  • Simple purification clears coronavirus from water Futurity: Research News
  • Water crisis, undercounting emissions, ocean noise pollution: 3 ... Conservation International

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • Phoenix Police 'Challenge Coins' Depict Violent Act From 2017 Protest KJZZ
  • Tiktok hack: Collector reveals easy way to find rare coins 7NEWS.com.au
  • Beyond Dogecoin: What Cryptos Are Worth Buying, Besides Bitcoin? Forbes
  • The Royal Mint reveal its 10 rarest 50p coins Bridgwater Mercury

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media


    Craft News

  • Joe the pigeon made it across the Pacific to Australia. Now he’s on death row. Washington Post
  • Racing pigeon that flew to Australia may be killed amid quarantine fears New York Post
  • Fake tag claim offers pigeon a death row reprieve Bangkok Post
  • Fact check: Photo of pigeon sitting on hospital patient is real, but viral story is fake USA TODAY

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials


    Craft News

  • Ancient South American Civilizations Bloomed in the Desert Thanks ... Smithsonian
  • Fonio: An Ancient Grain That's Packed with Nutrients Healthline
  • Civil Rights Icons' Mothers, Lost Ancient Cities and Other New ... Smithsonian
  • Is fonio the ancient grain of the future? Salon

    From Technology into Technology Sector

    Home Electronics Repair


    Craft News

  • Lectra enters into a Memorandum of Understanding to acquire Gerber Technology GlobeNewswire
  • From Lightbulbs to 5G, China Battles West for Control of Vital Technology Standards The Wall Street Journal
  • Metalenz Wants to Jump-Start Phone Cameras Again With Better Lenses WIRED
  • Carbon capture technology has been around for decades — here's why it hasn't taken off CNBC

    From Food into Consumer Staples Sector

    Verical Agri and Food Production


    Craft News

  • Focus on food security Bangkok Post
  • Food Safety Testing Market Predicted to Expand to $32.21 Billion by ... Quality Assurance & Food Safety
  • Corporate concentration in the US food system makes food more expensive and less accessible for many Americans The Conversation US
  • The best baby food delivery services and subscriptions for 2021 CNET

    Rural Craft Center Highlights

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

    • Chart: Sectors Strategy

    January 2021

    Source:

    Download All Slides in Power Point
  • 'This is a huge undertaking': Input needed to shape 'Blue Economy' oceans strategy in Canada The Journal Pioneer
  • Q&A: Bringing the private sector to the front line of the COVID-19 battle Devex
  • NIGHT-TIME EXPERT TO LEAD NSW'S 24-HOUR ECONOMY ... NSW Liberal Party
  • Over 300 PSUs may shrink to barely two dozen Times of India
  • Single market for data Lexology
  • Govt may reduce number of PSUs to just 24 from over 300 in big privatisation move ET Now
  • Sector Response to launch of new International Education Strategy ... FE News
  • Only a few PSUs to remain in strategic sectors: Niti Aayog CEO Times of India

    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

    Any distant services, mobile operators and logistics
    Healthcare is in focus
    Looking at materials and energy sectors in wake of weaker currencies
    Reassessing some real estate businesses, travel and entertainment




    Consumer Discretionary: Top 10 Consumer Discretionary Stocks to Buy in 2021 Yahoo Finance Top Stocks To Buy Now? 3 Discretionary Consumer Stocks To Watch In February Nasdaq


    		Consumer Staples: Top Stocks To Buy Now? 3 Discretionary Consumer Stocks To Watch In February Nasdaq 4 Consumer-Staples Stocks, From Estee Lauder to Coca-Cola, Set to Outperform Barron's


    		Energy: The Best Green Energy Stocks to Buy Today The Motley Fool Canada MMM a Top Socially Responsible Dividend Stock With 3.3% Yield (MMM) Nasdaq


    Financials: Financials stocks edge higher Business Standard Financial Stocks Could Be the Quarterback for a Value Comeback Barron's


    		Health Care: Private equity: Investing in healthcare and biotech Funds Europe Magazine Budget 2021 | Focus on healthcare but mixed bag for pharma, 9 stocks you can pick from sector Moneycontrol.com


    		Industrials: 12 Industrials Stocks Moving In Monday's Pre-Market Session Benzinga European Equities: German Industrial Production, Draghi, and Capitol Hill in Focus Yahoo Finance


    Materials: Stock bulls turn to earnings after India’s budget-sparked rally Livemint CANADA STOCKS-TSX rises on materials boost, upbeat Aphria earnings Reuters


    		Technology: Nasdaq at 50: The company behind the tech-stock index reinvents itself as a financial-tech heavyweight Fortune European shares rise on M&A activity; cyclical stocks lead The Guardian


    		Telecommunication Services: International Entrepreneur ETFs Off and Running in 2021 Nasdaq Shenandoah Telecommunications Co (SHEN) Soars 1.36% on ... Equities.com


    Utilities: Utilities weigh on BlackRock North American Income's annual returns QuotedData 6 Best Utility Stocks to Buy | Stock Market News | US News U.S News & World Report Money


    Performance is between 2021-01-01 and 2020-12-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyBLACKBERRY LTD Canada 120.27%
    Consumer DiscretionaryNIO AMERICAN DEPOSITARY SHARES REP China 165.68%
    Health CareCANOPY GROWTH CORP Canada 137.35%
    FinancialsKRUNGTHAI CARD NON-VOTING DR PCL Thailand 128.95%
    EnergyOCCIDENTAL PETROLEUM CORP United States 126.85%
    Consumer StaplesSHANXI XINGHUACUN FEN WINE FACTORY China 95.36%
    IndustrialsBEXIMCO LTD Bangladesh 232.26%
    MaterialsGANFENG LITHIUM LTD A China 152.37%
    UtilitiesPERUSAHAAN GAS NEGARA Indonesia 116.67%
    Real EstateKINHBAC CITY DEVELOPMENT SHARE HOL Vietnam 144.26%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologySHENZHEN SUNWAY COMMUNICATION LTD China -25.40%
    Consumer DiscretionaryMAGAZINE LUIZA SA Brazil -70.87%
    Health CareKOSSAN RUBBER INDUSTRIES Malaysia -70.09%
    FinancialsFIRST CAPITAL SECURITIES LTD A China -24.39%
    EnergyRELIANCE INDUSTRIES LTD India -12.82%
    Consumer StaplesMCCORMICK & CO NON-VOTING INC United States -51.55%
    IndustrialsSG HOLDINGS LTD Japan -44.69%
    MaterialsINNER MONGOLIA JUNZHENG ENERGY & C China -37.38%
    UtilitiesNEXTERA ENERGY INC United States -70.82%
    Real EstateSHIMAO GROUP HOLDINGS LTD China -27.85%

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    Small Scale
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    Small Scale
    Materials

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    Verical Agri
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    Heating, Water, Electrics
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