KXI iShares Global Consumer Staples ETF Loading... : Investor Sentiment and Bull/Bear Views
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11:21
Sep 03
Sep 03
Avoid European consumer sectors.
Barclays does not like consumer discretionary or consumer staples because higher energy prices, higher inflation and higher rates are squeezing consumers, so it prefers the investment/CapEx side of the economy.
HIGH
09:47
Apr 20
Apr 20
Long European consumer staples and banks.
We are long consumer staples and long banks in Europe as defensive hiding places. No one is interested in defensives because nothing can possibly go wrong, but the market is priced for zero cyclicality, and we expect a hit to growth momentum.
MED
08:00
Apr 11
Apr 11
Tech, healthcare, staples lead long term.
For long-term sector holdings, Rosenberg picks technology, healthcare, and consumer staples, all growth areas. Over the past 40 years, an equal-weight portfolio of these three sectors outperformed any other three-sector combination, and Rosenberg Research owns them globally. Korea, he says, has a smaller version of the same sector mix.
HIGH
11:18
Mar 13
Mar 13
"The defensive sectors, for instance, staples, everyone has given up on them... they will not be affected by this and on a relative basis they'll start to look very attractive." In a deteriorating global growth environment with rising risk premiums, investors will be forced to rotate out of cyclical stocks and into safe, defensive sectors. Consumer staples have lagged other defensives (like utilities and telecoms) and offer significant catch-up potential as economic reality sets in. LONG XLP / KXI for defensive posturing in a hostile macroeconomic environment. A sudden global growth acceleration causes cyclical sectors to rally, leaving defensive staples behind.
08:17
Feb 10
Feb 10
Europe staples, energy, materials outperform
Consumer staples, energy and materials are halo trades that are less likely to be disrupted by AI and are performing well. Europe offers substantial exposure to these sectors, supporting that part of the European market.
MED
About KXI Investor Commentary
Across the available history and selected sources, Buzzberg tracks KXI (iShares Global Consumer Staples ETF) across 2 sources: 4 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 80% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 5 total trade ideas tracked. Latest voices: Emmanuel Cote, Sebastian, David Rosenberg.