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Geopolitical shocks have pushed family offices to rethink nearly every corner of their portfolios. Infrastructure has emerged as the asset class they trust most right now.
FBT delivered 52.4% returns over one year but with deeper drawdowns, while XLV's diversified approach offers lower costs and steadier performance.
The State Street Health Care Select Sector SPDR ETF might be a port in the storm for a while, but its best upside is likely behind it for this cycle. A year 2000-like cycle is hinting again. That's where XLV breaks even for a while, as tech melts down. But relative return is not a “win” to me. Any stock with a good chart is a potential trade for me. But as an investment, XLV and most of its component stocks are too richly valued.
State Street Investment Management is turning positive on healthcare stocks after nearly a year of caution. The firm's Q3 2026 sector outlook upgraded healthcare from neutral to positive.
JNJ's 25% year-to-date surge and recent FDA approval fuel interest in healthcare ETFs with diversified sector exposure.
As the Q2 earnings season kicks off, the market is widely anticipating strong results, with the technology and energy sectors expected to lead the charge. Current analyst expectations point to a robust 23.3% earnings growth for the S&P 500, which would mark the second consecutive quarter of over 20% growth, according to FactSet.
State Street Health Care Select Sector SPDR ETF offers a lower expense ratio and a higher dividend yield than Invesco Nasdaq Biotechnology ETF Invesco Nasdaq Biotechnology ETF provides concentrated exposure to the biotech industry but has experienced higher volatility and a deeper maximum drawdown State Street Health Care Select Sector SPDR ETF tracks a broader index of 60 healthcare stocks from the S&P 500 compared to the Invesco fund's 253 biotech holdings
Traditionally speaking, folks that have looked to tap into innovation in the AI space have done so through tech exposure, particularly with mega-cap names. This is not a surprise, considering the interplay between these companies and AI innovation.