EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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U.S. Equity Strategy: Bullish Outlook Intact
mild weakness on the first trading day of the year appears to be just a blip on the radar and our bullish outlook remains intact. We continue to...
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Global Turnaround Stocks
Both UBS and Freeport-McMoran top our list as stocks with depressed fund ownership levels and rising momentum among active Global managers.
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U.S. Equity Strategy: Upgrading Materials To Overweight
We continue to have a bullish outlook and we believe the path of least resistance remains higher. Perhaps the most important thing which supports...
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