Industry/Sectors April 12, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Utilities2.41
Consumer Staples0.32
Industrials0.15
Financials0.02
Real Estate-0.02
Energy-0.74
Materials-1.51
Consumer Discretionary-3.44
Communication-3.69
Health Care-4.17
Information Technology-4.99

Global Sector YTD

Sectormonthchangepct
Cash and/or Derivatives18.80
Materials6.66
Information Technology6.23
Health Care4.84
Consumer Discretionary1.98
Industrials0.82
Financials-0.56
Consumer Staples-1.54
Communication-1.89
Utilities-3.30
Real Estate-5.13
Energy-9.59

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.03-0.03
Banking2.560.12
Supranational2.590.24
Industrial Other3.41-0.15
Local Authority3.540.07
Basic Industry3.54-0.10
Insurance3.590.10
Consumer Non-Cyclical3.780.00
Consumer Cyclical3.79-0.15
Communications3.85-0.07
Capital Goods4.07-0.30
Technology4.100.07
Reits4.20-0.07
Financial Other4.220.20
Finance Companies4.24-0.11
Agency4.250.18
Financial Institutions4.250.37
Electric4.570.36
Brokerage/Asset Managers/Exchanges4.70-0.36
Owned No Guarantee4.88-0.23
Energy5.170.01
Industrial5.340.25
Sovereign5.890.25
Transportation6.39-0.69
Utility7.250.29

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Transportation10.030.97
Electric4.820.11
Owned No Guarantee4.740.09
Reits3.54-0.02
Agency4.20-0.09
Financial Other3.31-0.16
Industrial5.26-0.24
Utility8.17-0.34
Finance Companies3.99-0.37
Financial Institutions4.20-0.43
Sovereign5.48-0.44
Capital Goods4.14-0.45
Brokerage/Asset Managers/Exchanges3.44-0.60
Energy5.41-0.62
Communications3.50-0.68
Consumer Cyclical3.61-0.70
Technology4.10-0.77
Supranational2.21-0.85
Consumer Non-Cyclical3.47-1.14
Local Authority3.54-1.20
Basic Industry3.14-1.39
Banking2.37-1.39
Cash and/or Derivatives0.03-1.50
Insurance3.54-1.96
Industrial Other2.31-7.26

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryTECHNOLOGY SECTOREquity5931.83
industryBASIC MATERIALS SECTOREquity1794.37
industryHEALTH CARE SECTOREquity1588.41
industryENERGY SECTORMixed Allocation-1.07
industryMULTIPLE SECTOREquity-2.95
industryINDUSTRIAL SECTOREquity-67.01
industryNATURAL RESOURCES SECTOREquity-145.22
industryENERGY SECTOREquity-209.41
industryFINANCIAL SECTOREquity-422.43
industryCOMMUNICATIONS SECTOREquity-462.21
industryREAL ESTATE SECTOREquity-505.63
CommoditiesPRECIOUS METAL SECTOREquity-1538.98
industryUTILITIES SECTOREquity-2872.14

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity23185.13
industryTECHNOLOGY SECTOREquity9941.82
industryCOMMUNICATIONS SECTOREquity5869.17
industryUTILITIES SECTOREquity4360.12
industryBASIC MATERIALS SECTOREquity3550.35
industryMULTIPLE SECTOREquity7.20
industryENERGY SECTORMixed Allocation1.86
CommoditiesPRECIOUS METAL SECTOREquity-11.03
industryNATURAL RESOURCES SECTOREquity-45.90
industryINDUSTRIAL SECTOREquity-1458.33
industryFINANCIAL SECTOREquity-2699.35
industryREAL ESTATE SECTOREquity-5052.22
industryENERGY SECTOREquity-40297.66

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

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  • Free herbs for health The Star
  • Lets Grow Together! Herbs | News | shelbynews.com Shelbyville News
  • Novice herb gardener seeks direction: Ask an expert OregonLive.com
  • The best gardening kits to grow produce and herbs at home TODAY

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

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    Craft News

  • Finding the best local souvenirs in Uttarakhand Times of India
  • "Are you aware of any DC souvenirs that can only be acquired in DC?" PoPville
  • Rounding up the best 2021 Masters souvenirs, merch Yahoo! Sports
  • Vans Presents Sonic Souvenirs | Shop-Eat-Surf Shop-Eat-Surf |

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

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  • Turkey makes strides in producing electric automobiles TRT World
  • Automobile dealers can now apply for trade certificates online to receive stocks from OEMs Business Line
  • Explained: How and why Covid-19 disrupted production of automobiles The Indian Express
  • Promising high-quality automobiles and unparalleled service for all Khaleej Times

    From Biogas into Energy Sector

    Small Scale Energy

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  • Global Biogas Plants Market Report 2021 - COVID-19 Redirects ... PR Newswire
  • ArcelorMittal to test biogas at Rodange Delano.lu
  • Factory Farm Biogas Bills Prompt Legislators to Meet with Experts ... Food & Water Watch
  • Biogas - Gasum to Supply Finnish Border Guard with Biogas Renewable Energy Magazine

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair

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  • DOWN TO EARTH: World Water Day means something different for ... Williams Lake Tribune
  • Focus - Managing Jordan's water resources: A monumental challenge France 24
  • Water Shut-off Notice Big Island Now
  • Las Vegas pushes to become first to ban ornamental grass in water conservation move KTLA

    From Coins into Financials Sector

    Midlincoln Research Financials

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    Craft News

  • Rhode Island Man Unearths Ancient Coins That Could Solve ... WVTF
  • Bitcoin Miners Are Again Stacking Coins in a Positive Sign for the Market Yahoo Finance
  • Revolut introduces 11 new cryptocurrencies as users flock to crypto ... AltFi
  • Medieval gold coin hoards and skull ring discovered in Wales Live Science

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media

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  • Newspapers, Baseball and Homing Pigeons – Henry County Times Henry County Times
  • Bird-control company, Frick Building managers face animal cruelty ... Pittsburgh Post-Gazette
  • North Vancouver pigeon controversy comes to an end as legal case against councillor dropped CBC.ca
  • Previous story Revelstoke family rescues pigeon with broken wing Revelstoke Review

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials

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    Craft News

  • Could pulses be the key to reducing greenhouse gases? Food Ingredients First
  • Cover Cropping Gaining Ground Amongst Farmers PortageOnline.com
  • U of M Student Surveying Cover Crop Use - Steinbachonline.com SteinbachOnline.com
  • Phosphate and Florida: An environmental quagmire St. Pete Catalyst

    From Technology into Technology Sector

    Home Electronics Repair

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    Craft News

  • Technology will save emerging markets from sluggish growth Financial Times
  • The rise and rise of Turkish drone technology JNS.org
  • Microsoft Makes Big Bet on Health-Care AI Technology With Nuance Bloomberg.com
  • Facing Bias in Facial Recognition Technology The Regulatory Review

    From Food into Consumer Staples Sector

    Verical Agri and Food Production

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    Craft News

  • Z Food Blog: Quick Peek Into Le Refuge in Alexandria The Zebra
  • Blockchain could play an important role in future agriculture and food security The Conversation
  • Youth Food Summit Big Island Now
  • World food bucket list - Countries any foodie needs to visit Seen in The City

    Rural Craft Center Highlights

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

    • Chart: Sector Strategy

    April 2021

    Source:

    Download All Slides in Power Point
  • Zimbabwe to Launch Leather Sector Strategy Leather International
  • Find your northstar: how to build impactful public sector strategies ... Global Government Forum
  • Minister announces Public Consultation on Ireland's First Ten-Year ... Gov.ie
  • Strategy to add value to leather sector chain The Herald
  • Strategy consultancy EY Port Jackson Partners hires new partners Consultancy.com.au
  • Factors thriving the augmentation in the infrastructure sector - People Construction Week Online
  • Industrial Decarbonisation Strategy shows ambition Lexology
  • Snowboarders set to swap snowy slopes for sand dunes of Qatar USA PR Newswire

    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

    Climate change in focus
    Travel and entertainment sector exposure
    Green energy producers
    Reassessing some real estate businesses and banks




    Consumer Discretionary: Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges Chief Investment Officer Is Crocs (CROX) Outperforming Other Consumer Discretionary Stocks This Year? Yahoo Finance


    		Consumer Staples: Consumer Staples Have Been Left Out of the Stock Rally. It Might Be Time to Buy. Barron's 3 Consumer Staples Stocks Rising From the Ashes InvestorPlace


    		Energy: These Are the Best Performing S&P 500 Energy Stocks of Q1 Yahoo Finance XLE: 4 Reasons To Own Energy Stocks Seeking Alpha


    Financials: 11 Financials Stocks Moving In Friday's Pre-Market Session Benzinga 8 Financials Stocks Showing Unusual Options Activity In Today's ... Benzinga


    		Health Care: Tech, health care stocks help push S&P 500, Dow to record highs WISH-TV Further gains for healthcare hedge fund Rhenman as jobs recovery ... Hedgeweek


    		Industrials: European Equities – German Industrial Production and Trade in Focus Yahoo Finance Blackstone acquires 22-building Twin Cities industrial portfolio from ... The Business Journals


    Materials: S&P Materials' 98% Rally Has Room to Run as Recovery Quickens Bloomberg.com Sizzling Stock Market Sets High Bar for Earnings Season Wall Street Journal


    		Technology: Wall Street slips as technology stocks sell off Financial Times Technology stocks out of favour on Wall Street after upbeat PMI data Financial Times


    		Telecommunication Services: Indian shares gain on boost from tech stocks Reuters A Trio of Low Price-Book Ratio Stock Picks Yahoo Finance


    Utilities: RPT-Wall St Week Ahead-Investors look to utilities to weather any market rout Reuters European renewables stocks losing edge over utilities after 2020 rally S&P Global


    Performance is between 2021-04-01 and 2021-03-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyASUSTEK COMPUTER INC Taiwan 20.16%
    Consumer DiscretionaryVOLKSWAGEN NON-VOTING PREF AG Germany 27.55%
    Health CareCHINA MEDICAL SYSTEM HOLDINGS LTD China 26.54%
    FinancialsSAI GON - HANOI Vietnam 32.86%
    EnergyYANZHOU COAL MINING LTD H China 23.00%
    Consumer StaplesKESKO CLASS B Finland 20.17%
    IndustrialsGREENTOWN SERVICE GROUP LTD China 29.81%
    MaterialsNUCOR CORP United States 28.01%
    UtilitiesCHINA RESOURCES GAS GROUP LTD China 19.20%
    Real EstateCHINA OVERSEAS PROPERTY HOLDINGS L China 35.71%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyAMPHENOL CORP CLASS A United States -49.05%
    Consumer DiscretionaryGSX TECHEDU ADR REPRESENTING CLA China -69.72%
    Health CareALTEOGEN INC Korea (South) -30.50%
    FinancialsSAMPATH BANK PLC Sri Lanka -63.75%
    EnergyTURKIYE PETROL RAFINERILERI A Turkey -22.36%
    Consumer StaplesRLX TECHNOLOGY AMERICAN DEPOSITARY China -54.12%
    IndustrialsPLUG POWER INC United States -41.33%
    MaterialsSK CHEMICALS LTD Korea (South) -31.92%
    UtilitiesCIA PARANAENSE DE ENERGIA COPEL PR Brazil -88.48%
    Real EstateCHINA FORTUNE LAND DEVELOPMENT LTD China -22.58%

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    Small Scale
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    Materials

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    Heating, Water, Electrics
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