Deep research
Thematic pieces by our partner analyst, with the English reviewed by the team. They sit beside each sector's report; they do not replace it.
Communication Services · 2026-09-28
Communication services and interactive entertainment (GICS 50): AAA IP as a defensive moat, the race for cloud gaming and the toughest antitrust scrutiny in two decades.
Read the piece →Real Estate · 2026-09-28
Telecom infrastructure and towers (GICS 60): the neutral-host TowerCo model, 15–30-year inflation-linked contracts and a sector highly sensitive to interest rates.
Read the piece →The 11 GICS sectors: each one's sector report, the live deals we follow in it and the 5-year return of its reference ETF, computed from monthly closes.
Sector report — Energy
Oil, gas and consumable fuels, plus the equipment and services that extract and move them.
Reference ETF
XLEUSD 62.10
5-year return
+116.1%
Live deals
0No live deals right now
Benchmarks: Yahoo Finance, monthly closes; price return (dividends excluded), first to last close of the 5-year series. N/A when the provider does not answer or the series does not span 5 years. Deals: our live catalogue.
Chemicals, construction materials, containers, metals and mining, and paper and forest products.
Reference ETF
XLBUSD 49.47
5-year return
+16.2%
Live deals
0No live deals right now
Sector report — Industrials
Capital goods, aerospace and defence, professional services and transportation.
Reference ETF
XLIUSD 168.78
5-year return
+61.5%
Live deals
0No live deals right now
Sector report — Consumer Discretionary
Automobiles, consumer durables, leisure, distribution and non-essential retail.
Reference ETF
XLYUSD 109.00
5-year return
+8.4%
Live deals
0No live deals right now
Food, beverages, tobacco, household products and staples retail.
Reference ETF
XLPUSD 82.28
5-year return
+15.5%
Live deals
0No live deals right now
Sector report — Health Care
Health care equipment and services, pharmaceuticals, biotechnology and life sciences.
Reference ETF
XLVUSD 171.26
5-year return
+28.0%
Live deals
0No live deals right now
Sector report — Financials
Banks, diversified financials, capital markets and insurance.
Reference ETF
XLFUSD 54.19
5-year return
+34.6%
Live deals
0No live deals right now
Sector report — Information Technology
Software and services, technology hardware and equipment, and semiconductors.
Reference ETF
XLKUSD 194.53
5-year return
+140.9%
Live deals
0No live deals right now
Sector report — Communication Services
Telecommunications, media, entertainment and interactive services.
Reference ETF
XLCUSD 111.18
5-year return
+38.5%
Live deals
0No live deals right now
Sector report — Utilities
Regulated electric, gas and water utilities, and independent power producers.
Reference ETF
XLUUSD 39.25
5-year return
+17.3%
Live deals
0No live deals right now
Listed real estate (REITs) and real estate management and development, towers and data centres included.
Reference ETF
XLREUSD 41.35
5-year return
-13.5%
Live deals
0No live deals right now