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Midlincoln Sector Strategy report
is another key Midlincoln publication which integrates analysis of sector top down strategy approach
It is a mirror publication to Global Country Strategy Reports where the same tools are applied to GICS sector analysis.
It will help analytics professionals to spot and identify key current sector investment ideas and trends supported by valuations, changes in risk of fixed income instruments, commodity trends and fund flow data .
A second layer of this publication is sector investment analysis, where the focus is on each of the 10 GICS sectors and the same tools applied to analysis on the sector level
View Example of Healtch Care Sector Strategy Page These pages are available for any of 10 GICS sectors.As all Midlincoln publications are based on data, this report also comes with lots of underlying sector dataYou can view an example of Global Sector Strategy Supporting Data
We also publish more single sector or subindustry reports on ad hoc basis View Example Energy Sector Report focused on global gas sector
Midlincoln consulting services in Global Sector Investment Strategy space provide :
Bespoke research on various investment strategy themes with particular focus on industry or a sector
Valuations and aggregate data to aid with various investment arguments in cross sector
Sector specific ideas generation for investment decisions and strategies
… and more
View Example of bespoke research report on Fintech sectorIf interested please reach out to research@midlincoln.com or call +79651095688
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Tightly Abriged Example of Global Sector Strategy Report
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This is abriged version of a table in this report, please to see the full report
This is abriged version of a table in this report, please to see the full report
This is abriged version of a table in this report, please to see the full report
This is abriged version of a table in this report, please to see the full report
This is abriged version of a table in this report, please to see the full report
This is abriged version of a table in this report, please to see the full report
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Global Sector Last Month Performance
| Sector | monthchangepct |
| Cash and/or Derivatives | 23.22 |
| Utilities | -0.70 |
This is abriged version of a table in this report, please to see the full report
Global Sector YTD
| Sector | monthchangepct |
| Cash and/or Derivatives | 16.23 |
| Information Technology | 1.43 |
This is abriged version of a table in this report, please to see the full report
Global Bond Yields By Sector Last Month
| sector | AverageYTM | YieldChange |
| Cash and/or Derivatives | 1.73 | 0.12 |
| Supranational | 6.45 | -1.16 |
This is abriged version of a table in this report, please to see the full report
Global Bond Yields By Yield Change YTD
| sector | AverageYTM | YieldChange |
| Industrial Other | 17.65 | 10.13 |
| Consumer Non-Cyclical | 11.11 | 6.24 |
This is abriged version of a table in this report, please to see the full report
Fund flows Last Month
| Focus | Objective | Asset Class | Flow USD mn |
| industry | ENERGY SECTOR | Mixed Allocation | -2.71 |
| industry | MULTIPLE SECTOR | Equity | -13.26 |
This is abriged version of a table in this report, please to see the full report
Fund flows YTD
| Focus | Objective | Asset Class | Flow USD mn |
| industry | HEALTH CARE SECTOR | Equity | 18977.10 |
| industry | TECHNOLOGY SECTOR | Equity | 2841.37 |
This is abriged version of a table in this report, please to see the full report
ML Rural Crafts Laboratory News
From Herbs into Health Care Sector
Wrestling, Healthcare and Entertainment
 |  |
Craft News
From Souvenirs into Consumer Discretionary Sector
Mount Maple Souvenirs Cons. Cyclicals
 |  |
Craft News
From Automobiles into Industrials Sector
TamaraAvia Heavy Duty Automotive
 |  |
Craft News
From Biogas into Energy Sector
Small Scale Energy
 |  |
Craft News
From Water into Utilities Sector
Heating, Water, Electrics Installation and Repair
 |  |
Craft News
From Coins into Financials Sector
Midlincoln Research Financials
 |  |
Craft News
From Pigeon post into Telecommunication Services Sector
Village Telecoms and Media
 |  |
Craft News
From Ancient Fertilizers into Materials Sector
Small Scale Materials
 |  |
Craft News
From Technology into Technology Sector
Home Electronics Repair
 |  |
Craft News
From Food into Consumer Staples Sector
Verical Agri and Food Production
 |  |
Craft News
Rural Craft Center Highlights
MidLincoln Rural Craft Piece | MidLincoln Rural Craft Piece | MidLincoln Rural Craft Piece |
MidLincoln Rural Craft Piece |
Chart: Supporting Data for ML Sector Strategy Sep 22
Read more about Supporting Data for ML Sector Strategy Sep 22 ! Please to get to this and other reports regularly
Strategy
| Sector | PEFy1 | PEFy2 | 2020Growth |
| Consumer Discretionary | 10.63 | 10.55 | 11.19 |
| Consumer Staples | 15.46 | 13.70 | 12.51 |
This is abriged version of a table in this report, please to see the full report
Performance is between 2022-09-01 and 2022-08-01
Top Longs Based On Momentum in each Sector and Period Change
Top Shorts Based On Momentum in each Sector and Period Change
Recent Industry/Sectors Ideas
Recent ML Rural Highlights. Small Towns and Villages
Vaskoh-Romania | Artvin-Turkey | Gorishkino-Russia |
