Equity Strategies Group-Level Analysis Of The Equity Markets
India Equity Investing: How To Best Gain Exposure?
Among EM countries, the Indian equity market has been one of the most difficult corners for international investors to gain access. We look at the market characteristics and investment channel options to consider how to best gain exposure to Indian companies.
Separating Earnings And Sales Growth
With the two factors decoupling, we examine if either one has been adding more value.
Energy Rates At 4-Yr High; Bought Integrated Oil
Strength in the Energy sector has been so compelling that our two recent Energy group allocations together now make up a 10% portfolio weight, after having no Energy exposure from June 2013—April.
Electronic Payment Systems: Can Strong Performance Persist?
As a follow up to a 2012 Special Study, we examine the growth in Electronic Payment Systems. Global competition in the industry has significantly heated up, as more countries are setting up their own national payment systems, relying much less on the “big four” global giants.
Current Attractive & Unattractive Groups and Highlights
Managed Health Care, Property & Casualty Insurance, and Railroads highlights.
“Old Tech” Profiting From Explosion Of “New Tech” Content?
We identify the “Old Tech” players that will likely reap the benefits from the ever-growing volume of data being generated, stored, and transmitted on line.
Defensive And Commodity Groups Improve
Two Consumer Staples groups upgraded to Attractive this month, Beverages and Tobacco. The Energy sector saw Integrated Oil & Gas upgraded to Attractive.
Despite Volatility In Factor Performance, There Has Been Low Group Turnover
Info Tech and Health Care have been the highest rated sectors for 10 consecutive months. Energy sector is improving from the bottom of the rankings.
Highlighted Groups
Information Technology has largest representation among Attractive groups; only one Tech group rated Unattractive. Highlighted Attractive groups include Tech Distributors, Construction/Farm Machinery, Aerospace/Defense, and Pharmaceuticals.
Refiners Group Looks Healthy Once Again
The only Energy group rated Attractive, its score has improved for seven consecutive months.
Companies Moving The Pills – Why We Still Like The Theme
Favorable dynamic are intact, including demographic trend and increased use of generics.
Select Industries Purchases Commodity Chemicals
Well-rounded factor strength, coupled with an intriguing fundamental backdrop, lead us to our first Materials group holding in a year.
Highlighted Attractive Groups
A quick look at the Managed Health Care, Semiconductors, Technology Hardware Storage & Peripherals, and Cable & Satellite groups, all of which caught our eyes this month.
Late March Reversal… And The First Shall Be Last
We examine the impact of March’s strong group leadership reversal on the top and bottom of our group model.
Sustainable Dividend Growers Turn From Europe To Asia
We dusted off our research from 2011 on dividend growers. Somewhat to our surprise, we found fewer qualifiers this time, and a shift from Europe to Asia.
Group Update: IT Consulting & Other Services
We’ve held this group since August 2012. Its GS Score has continued to improve and currently ranks second out of 120 groups. Solid factor readings, coupled with a brightening fundamental picture in both the industry and the sector, keep us invested in this space.
Highlighted Attractive Groups
A quick look at the Commodity Chemicals, Automotive Retail, Aerospace & Defense, and Computer & Office Hardware groups, all of which caught our eyes this month.
Health Care Strength... More Than Biotech?
Three groups currently rank Attractive in the GS Scores: Health Care Distributors, Managed Health Care, and Health Care Equipment.
GS Framework Changes Resulting From GICS Restructuring
The GICS changes result in the elimination of five groups from our GS framework, which brings the group universe count down to 115 from 120.
There’s A Lot To Like In Systems Software
In addition to impressive factor readings, we like the fundamental trends in this space.
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March 2026 Issue
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March 2026 Issue
