ETF Prior Outlooks

ETF Driven Strategy

2022 January FSI Sector Outlook

With 2021 behind us, many forecasters make a big deal about the year ahead as if the flipping of the calendar has magically altered the investment landscape. Yes, there are some positive seasonal factors that occur during January because of institutional and retail portfolio flows, but the underlying backdrop normally...

  • FSI Sector Allocation
December 2, 2021

2021 December FSI Sector Outlook

Following the ongoing earnings driven rally that occurred during the first three weeks of November that we had been expecting, the equity markets have run into a formidable three-pronged headwind — being tactically overbought, the announcement and global “panic” regarding the Omicron COVID variant, and hawkish comments from Fed Chairman...

  • FSI Sector Allocation
November 4, 2021

2021 November FSI Sector Outlook

October confounded the bears who were beginning to growl quite loudly. Indeed, instead of getting tricks and a deeper correction that took the S&P 500 towards 4000 or lower, investors who stepped up on our tactical buy signal were rewarded with treats. With the FOMC announcing its much anticipated “tapering”,...

  • FSI Sector Allocation
October 13, 2021

2021 October FSI Sector Outlook

As we get ready to begin the 3Q21 earnings season, investors seem to be agitating over several issues that are the foundation for a formidable Wall of Worry. With that being said, we are also keeping our eyes on the growing list of potential factors, but importantly our indicator-based investment...

2021 August FSI Sector Outlook

After some consideration, we are adjusting our ETF Sector Allocation product to be updated quarterly rather than monthly. We believe that by rebalancing this product every quarter rather than monthly, we can increase returns by circumventing taxes that can otherwise undermine performance. The ETF Sector Allocation product was created for investors whose performance...

2021 July FSI Sector Outlook

The S&P 500 ended the month of June with its fifth consecutive monthly gain and the index has now been up seven of the last eight months, which is quite impressive considering it has been battling several macro worries since the end of 1Q21. Our key indicators remain quite supportive...

2021 June FSI Sector Outlook

The resilient S&P 500 keeps grinding higher putting in its fourth consecutive monthly gain after starting the year down during January. The rally has continued despite the growing macro anxieties by forecasters and institutional investors. Our research is still constructive for the U.S. equity markets, and it is still flashing clear...

2021 May FSI Sector Outlook

The S&P 500 continues to power higher despite the ongoing worries that appear to be growing from some vocal growling bears. We have commented in our previous updates that the ongoing rally is certainly “Climbing the Wall of Worry”. Now we are entering a period that has been referred to...

2021 April FSI Sector Outlook

Following the equity market decline that occurred during 1Q20 as a result of COVID and the lockdowns of economies all over the world, the S&P 500 has now posted its fourth consecutive positive return quarter as 1Q21 has come to an end. The impressive rally has been one that fits the classic...

2021 March FSI Sector Outlook

The beginning of 2021 has already seen some wild intra-month swings. January saw the S&P 500 race ahead over 3% but ended the month down a bit more than 1%. For different reasons, February experienced a similar pattern as it also started the month strongly as the index rallied about...

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  • FSI Sector Allocation
February 3, 2021

2021 February FSI Sector Outlook

As we flipped the calendar from 2020 to 2021, investors were more than happy to leave the Year of the Rat and optimistically shift towards a return to normalcy and better times ahead in the Year of the Ox, which is close enough to a bull for us. However, January...

  • FSI Sector Allocation
January 28, 2021

2021 January FSI Sector Outlook

The S&P 500 in December kept its upward momentum and rewarded investors with another solid rise of over 3% following the impressive gains it had in November The month was a bit choppy as the index stair-stepped higher while Congress continued to struggle with getting the much anticipated fiscal stimulus package...

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