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 U.S. Factor Playbook

3.2.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Dividend factor ETFs lead in net inflows (+796 million) over the week while large outflows mount for low volatility ETFs (3 month net flows = -$7 billion)
  • Value leads all factors during the week (SPVU +1.52%), now up 35.48% over last six months (page 5)
  • Momentum factor valuation quickly moving away from expensive levels over last month (page 9)
  • Size factor still maintains highest estimated 2021 EPS growth (page 10)

 Global Thematic AIM Positioning Guide

3.1.2021

Global Thematic AIM Portfolio returned -8.13% last week, underperforming the MSCI ACWI (ACWI) by 4.67%

  • Top PerformersGRID -1.86%, SRVR -3.21%, IBUY -5.20%
  • Bottom Performers: ARKK -14.58%, WCLD -11.11%, PBW -10.14%
  • Since Inception Performance: +65.60% outpacing MSCI ACWI (ACWI) by 41.23%

 U.S. Sector Playbook

3.1.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Financial sector sees more net inflows as yields make new 52-week highs
  • February net inflows to sector ETFs largest since April 2020 (page 3)
  • Energy lone sector to gain over the week (XLE +4.27%) while SPY falls 2.48% (page 5)
  • Consumer staples sector now most attractive relative to its 5-year average and relative to SPY (page 8)

 Macro Brief: ISM Manufacturing

3.1.2021

Economic activity in the manufacturing sector grew in February for the ninth consecutive month (ISM PMI)

  • ISM PMI rises 2.1 points to 60.8, slightly ahead of consensus estimates (68.9) 
  • New orders, production and employment growing
  • Backlog growing as supplier deliveries slowing at a quicker pace
  • Prices continue to grow at a faster pace marking an nine month trend

 Macroeconomic Review

2.28.2021

Major macroeconomic releases for the prior and upcoming weeks accompanied by historical macroeconomic data and chart books

  • January personal incomes rise 10% month/month after only marginal growth in December
  • Weekly initial jobless claims drop dramatically below 800K
  • January New Home Saleshit three month high; rise above December levels and come in above consensus estimates
  • Consumer confidence rises from January levels and comes in above consensus estimates
  • Macroeconomic releases in the week ahead: ISM PMI data, Public Debt Outstanding and more Unemployment reports

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