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Hot/Cold Sectors
30 Nov
jp-morgan-augmente-ses-provisions-en-relation-avec-le-petrole-et-le-gaz
Sector movers: Investors take profits in value stocks after torrid November

Investors booked some profits in the Oil&Gas space following sharp rallies over the course of November on the back of much better-than-expected news regarding progress on developing effective vaccines against Covid-19.

27 Nov
hsbc-va-supprimer-35-000-emplois-pour-tenter-de-se-relancer
Sector movers: Health Care stocks and Banks pace gains

Shares of those firms that are more insulated from fallout of the Covid-19 pandemic paced gains at the end of the week, after the government unveiled a stricter tiered system that would take effect when the latest national lockdown ends on December 2, with tier 3 the most severe.

23 Nov
tempest fighter jet bae systems defence combat air
Sector movers: Gains in Oil and Defence help offset weakness in Pharma

Oil and Defence stocks were among the strongest areas of the market at the start of the week buoyed by hopes that a prompt rollout of Covid-19 vaccines might offset the near-term risks to growth from the second wave of the pandemic, and if not immediately then over the course of 2021.

17 Nov
coronavirus-resultats-prometteurs-pour-un-vaccin-experimental-de-moderna
Sector movers: Rotation into value stocks continues

Investors continued to pick up issues in so-called 'value' sectors at the start of the week, as they were arguably trading at too steep a discount to their estimated fundamental value going forwards given news of another breakthrough in efforts to develop a vaccine against Covid-19.

12 Nov
Lockheed Martin, BAE Systems, F-35 Joint Strike Fighter, F35, defence
Sector movers: Investors take some profits among lenders and aerospace firms

Banking and Aerospace issues were at the bottom of the pile on Thursday as concerns around the ongoing second wave of the Covid-19 pandemic on both sides of the Atlantic appeared to reassert themselves.

10 Nov
easyjet-cible-d-une-cyberattaque-les-donnees-de-9-millions-de-clients-exposees
Sector movers: Aerospace finds a bid, analysts divided on budget airlines and Rolls Royce

Aerospace and Defence names were again higher, although analysts' opinions were a little divided when it came to the likes of engineer Rolls Royce or budget airlines.

09 Nov
ep logo de pfizer en el edificio de los laboratorios de la marca en madrid espana
Sector movers: Aerospace, Big Oil spike as short-sellers caught out by vaccine news

Aerospace and Defence, and Big Oil were wanted at the start of the week following news that one of the front-runners in the fight to find a vaccine against Covid-19 had proven far more effective than even company insiders had hoped for.

05 Nov
ep barclays sede logo 20201009115803
Sector movers: Big Pharma paces gains, Banks track drop in yields

Defensives paced Wednesday's rally from an early drop as investors woke up to find the result of the US presidential elections were still being hotly contested.

03 Nov
Eurofighter Typhoon, BAE Systems, defence, aerospace, aircraft
Sector movers: Investors seek out value in 'bombed out' Aerospace, Bank shares

Aerospace and Defence names extended their gains from the preceding session on the back of analysts' upgrades, some of whom had pointed out that the historic valuation discount versus the broader market, defined as the Stoxx Europe 600, that they had reached in October.

02 Nov
gisement-de-petrole-west-qurna-1-detenu-par-exxonmobil 20201102140422
Sector movers: Big Oil, Aerospace and Defence bounce back

Some of the more beaten down areas of the London stockmarket paced gains at the start of the week, amid bottom-picking by some investors even in the face of the uncertainty posed by the 3 November elections the next day.