S&P Communications Services Sector Index Archives - C.J. Lawrence // Investment Management

June 10, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Will China Bite the Apple?

Equity analysts have been slow to lower earnings forecasts for this and next, but the bond market is already signaling meaningfully slower growth ahead, catalyzed by lower global trade activity....

December 10, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Overweight Communications Services Sector for Both Offense and Defense

Meanwhile, one sector that has been beaten down over the last year despite a good mix of both defensive and offensive characteristics is the recently created Communications Services Sector. It was formed this fall by S&P Global as part of their GICS (global industry classification system) sector re...

September 17, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The New S&P Sector Construction is Coming, and It Matters

Back in March we highlighted an announcement by S&P Global, Inc. that stated it was realigning three of its eleven S&P sectors, on Sept 28, to more accurately reflect the constituents’ lines of business. The realignment will result in changes to the make-up of the Technology and Consumer Discreti...

S&P Communications Services Sector Index

C.J. Lawrence Weekly – Will China Bite the Apple?

C.J. Lawrence Weekly – Overweight Communications Services Sector for Both Offense and Defense

C.J. Lawrence Weekly – The New S&P Sector Construction is Coming, and It Matters

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