Consumer Discretionary

The developing world is showing uneven growth, with countries like Russia and Brazil floundering. Consequently, investors should pick their spots in the emerging markets and pay particular attention to exchange traded funds that track tech-heavy Taiwan, India, China and Korea. The deepening recession in Brazil and Russia have weakened the BRICs – Brazil, Russia, India […]

Retail exchange traded fund investors will be keeping an eye on Amazon (NasdaqGS: AMZN) Thursday as the online retail giant announce its fourth quarter earnings results. A survey of analysts expects AMZN per share earnings of $1.63 on sales of $36 billion, reports JJ Kinahan for Forbes. The holiday fueled quarter has historically been one […]

Investors may be stuck on the negatives as markets trip at the start of the new year. However, there may be some opportunities in consumer-related sectors and exchange traded funds. “Consumer spending and homebuilding look poised for solid growth in 2016,” First Trust Portfolios economists, led by Chief Economist Brian S. Wesbury, said in a […]

As the markets digest fourth quarter earnings results, U.S. markets are expected to fall further into an earnings recession, with S&P 500 companies likely to show decline in profits for the third consecutive quarter. Nevertheless, there some sectors and related exchange traded funds that may pull through. Profits are expected to decline by 7.2% in […]

The El Nino weather phenomenon is throwing a wrench into the normal weather pattern to the dismay of retailers and sector-related exchange traded funds that depend on the seasonal sales boost. While the East Coast is finally experiencing some winter cold, analysts argue that a spike in demand for cold-weather apparel is too little too […]

Rising personal income and consumer sentiment could help goad Americans to open up their wallets, potentially bolstering discretionary stocks and sector-related exchange traded funds. Year-to-date, the iShares US Consumer Services ETF (NYSEArca: IYC) gained 6.0%, Vanguard Consumer Discretionary ETF (NYSEArca: VCR) rose 6.2% and the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) increased 10.1%. Consumer […]

An unexpectedly weak October consumer sales dragged on retail-related exchange traded funds and potentially foreshadowed a slowdown in spending ahead of a typically strong period for the consumer sectors. On Friday, the Market Vectors Retail ETF (NYSEArca: RTH) dipped 1.9%, SPDR S&P Retail ETF (NYSEArca: XRT) fell 2.9% and PowerShares Dynamic Retail Portfolio (NYSEArca: PMR) […]

With the dust settling after the China sell-off, Chinese tech stocks and related exchange traded funds have stood out this year, outperforming the broader emerging market. Year-to-date, KraneShares CSI China Internet ETF (NasdaqGM: KWEB) rose 15.0%, Guggenheim China Technology ETF (NYSEArca: CQQQ) gained 4.6%, Global X NASDAQ China Technology ETF (NasdaqGM: QQQC) increased 5.1% and […]

Investors may temper expectations for retail stocks and sector-specific exchange traded funds as American consumers keep a lid on holiday shopping. Year-to-date, the Market Vectors Retail ETF (NYSEArca: RTH) increased 7.6%, SPDR S&P Retail ETF (NYSEArca: XRT) fell 4.1% and PowerShares Dynamic Retail Portfolio (NYSEArca: PMR) dipped 2.4%. While the retail sector has been rebounding […]

Kevin Carter, the man behind the Emerging Markets Internet & Ecommerce ETF (NYSEArca: EMQQ), along with ETF Managers Group, a white-label exchange traded fund sponsor, launched the first restaurant sector-specific ETF to help investors capture the rising demand for convenient food services in a fast-paced world. The Restaurant ETF (NasdaqGM: BITE) began trading Wednesday, October […]

All sectors are not created equal. Investors who seek to adapt their investment portfolio to prevailing market trends may target specific areas of market through sector-related exchange traded funds. On the upcoming webcast, How Well Do Your Know Your Sectors?, State Street Global Advisor’s David Mazza, V.P. and Head of Research, Research Strategist Jared Rowley […]

Macau’s casinos and industry-related exchange traded fund are on a hot streak as a week-long national holiday in China sends throngs into southeast Asia’s gambling hub and Beijing considers supporting the Macau economy. Since the September 29 low, the Market Vectors Gaming ETF (NYSEArca: BJK) has surged 10.8%. Nevertheless, BJK is still down 18.5% year-to-date. […]

John Hancock is joining the quickly growing field of smart-beta, index-based exchange traded funds as the money manager launches six multi-factor ETF strategies. According to a press release, John Hancock debuted with six offerings, including: John Hancock Multifactor Large Cap ETF (NYSEArca: JHML), which has a 0.35% expense ratio. John Hancock Multifactor Mid Cap ETF […]

Despite the recent weakness in the markets, consumer discretionary stocks and sector-related exchange traded funds could outperform in the upcoming earnings season. Adam Parker, Morgan Stanley US Equity Strategist and Director of Quantitative Research, argues that the S&P 500 can generate 3% to 4% organic earnings growth for the year, with consumer discretionary leading the […]

After the Claymore consumer luxury goods exchange traded fund closed up shop in 2010, U.S. Global Investors, along with ETF Series Solution, a white label ETF service provider, is bringing back the sub-sector theme. According to a recent Securities and Exchange Commission exemptive relief filing, ETF Series Solution and U.S. Global are working on the […]

The consumer discretionary sector and related exchange traded funds have outperformed the broader market. With a growing U.S. economy, consumer spending may still pick up pace, especially as we get into the holiday season. “Lower gas prices and higher employment have offset consumers’ concerns about anemic real wage growth, higher cost-of-living expenses on items such […]

Minimum wage has been a contentious issue in the U.S. as the presidential election heats up. However, the extra income could go a long way in consumer sectors and related exchange traded funds. U.S. businessman Donald Trump, the leading Republican presidential candidate, said that he would not back a higher minimum wage for American workers, […]

The economy is picking up and the labor market is strengthening. Nevertheless, without higher wages and increased borrowing, Americans may not support further growth in consumer sectors and related exchange traded funds. The consumer discretionary sector has outperformed the broader equities market this year. Year-to-date, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) rose 9.2%, […]

Consumer sectors and related exchange traded funds are being supported by stronger fundamentals as the U.S. economy picked up pace in the second quarter on robust consumer spending, Year-to-date, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) rose 11.2%, Vanguard Consumer Discretionary ETF (NYSEArca: VCR) increased 9.6% and iShares US Consumer Services ETF (NYSEArca: IYC) […]

The Chinese government has been enacting reforms to shift away from an export model to domestic growth. Investors can capitalize on change through more consumer-oriented China exchange traded funds. For instance, the Global X China Consumer ETF (NYSEArca: CHIQ) is the only ETF to focus on China’s consumer sectors. CHIQ has a 58.9% tilt toward […]

U.S. growth has been fueled by debt-driven consumption. However, consumers have trimmed down debt, potentially diminishing the outlook for consumer discretionary sector-related exchange traded funds. Year-to-date, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) rose 10.1%, Vanguard Consumer Discretionary ETF (NYSEArca: VCR) increased 9.1% and iShares US Consumer Services ETF (NYSEArca: IYC) gained 8.7%. However, […]

The media space and sector-related exchange traded fund are touching new highs as consumers spend more on entertainment. The PowerShares Dynamic Media Portfolio (NYSEArca: PBS), which tracks U.S. media companies, has increased 9.5% year-to-date and hit a new all-time high Friday. PBS was touching new highs as Google (NasdaqGS: GOOGL) recorded its largest single-day gain […]

E-commerce giant Amazon (NasdaqGS: AMZN) is leading the charge in the consumer discretionary space and sector-related exchange traded funds as the retailer celebrates its 20th anniversary. Amazon stocks jumped 2.5% Tuesday to a new all-time high. Additionally, consumer discretionary ETFs also touched new highs. For instance, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) was […]

U.S. households are expected to open up their wallets and save less in the months head, potentially spurring growth in the consumer sectors and discretionary-related exchange traded funds. Consumer discretionary stocks have remained relatively flat in the past few weeks. Over the past month, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) dipped 0.5%, First […]

Up 6.3% year-to-date, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) has easily outperformed the S&P 500, but June historically being a weak month, investors might want to consider a temporary reduction in discretionary exposure. According to MKM Partners market technician Jonathan Krinsky, over the past decade, June has been the worst month of the […]

The equities market is headed into its worst month of the year, and exchange traded fund investors should take particular care with financial sector stocks. According to MKM Partners market technician Jonathan Krinsky, over the past decade, June has been the worst month of the year for stocks, with the S&P 500 averaging a 1.32% […]

Americans could soon open up their wallets and start spending again. Investors seeking to capitalize on the large component of the U.S. economy can look to consumer sector-related exchange traded funds to capture the capture the growth. For example, iShares US Consumer Services ETF (NYSEArca: IYC) tries to reflect the performance of the Dow Jones […]

Investors can capitalize on a shifting market and changing business cycles through sector-specific exchange traded fund plays. On the recent webcast, Strategizing with Sectors, Jared Rowley, Research Strategist for State Street Global Advisors, pointed out that different sectors show varying correlations to the benchmark S&P 500 index. [Sector ETFs to Capture Cyclical Trends] For instance, […]

The low energy prices takes a little while to trickle through to households, setting up a potential turnaround in consumer sector-related exchange traded funds ahead. Year-to-date, the Market Vectors Retail ETF (NYSEArca: RTH) advanced 5.7% and the SPDR S&P Retail ETF (NYSEArca: XRT) increased 2.8%. Meanwhile, the Consumer Discretionary Select Sector SPDR (NYSEArca: XLY) rose […]