Defensive Rotation: In the 2000 and 2007 tops, defensive sectors like XLP (Staples) and XLU (Utilities) rolled over with the index. Today, these sectors are showing relative strength, with XLP acting ...

Main Management CEO Kim Arthur tells CNBC’s Dominic Chu on ‘Halftime Report’ what he’s seeing in his sector rotation fund, and whether the volatility is exacerbating that trend - or reversing it.

The S&P 500 has experienced a challenging two-week period marked by escalating geopolitical tensions, sector rotation into ...

S&P 500 volatility and defensive rotation: see top Communication Services stocks ranked by growth grades (Netflix, Alphabet, Meta, Disney).

Venture capitalist Chamath Palihapitiya argues that accelerating AI disruption could compress equity valuations across entire ...

The war in the Middle East is causing some investors to re-tilt their portfolios away from the 'Sell America' trade.

Life sciences as a growth driver in the portfolio With its life science activities, DAX giant BASF is positioning itself as a ...

Microsoft Corp. (NASDAQ: MSFT) shares advanced modestly in early trading on March 16, 2026, as the tech giant participated in ...

The S&P 500 has experienced a challenging two-week period marked by escalating geopolitical tensions, sector rotation into defensives, and technical deterioration. In light of this, below is a list of ...