defensive sectors

Latest 13F filings reveal that the first quarter of 2025 saw institutional investors significantly retreating from the technology sector, indicating a notable shift away from the Magnificent 7 stocks that have long led market gains. What Happened: Institutional managers collectively shed 8.4...

This is a part of a transcript of a conversation between Jeff Black, VP of Content and Education at Tornado, and his guest John Normand, in March 2023. John is a cross-asset strategist who spent over 25 years at JP Morgan heading research for foreign exchange, international rates and...

Market volatility has been a boon for defensive sectors this year, namely consumer staples and utilities. Seasoned income investors know that while the consumer staples and utilities sectors have some dividend perks, these groups often trade at rich multiples relative to the broader market....

Defensive sectors, such as consumer staples, have their advantages, namely solid dividend yields and a lack of volatility. However, that does not mean exchange-traded funds such as the popular Consumer Staples Select Sect. SPDR (ETF) (NYSE: XLP) are free lunches. Rather, the opposite is true, as...