SPX Short to Long Reverse July Target
S&P 500 (SPX INDEX) fourth failure at 3,120-40 did initiate our game plan to reduce longs and raise short bets in the US, Europe and Asia. Call...
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Smartkarma Webinar | Markets Technical Outlook - Bumpy or Bearish?
In this Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for markets. After the recent melt-up, markets are up against...
373 Views
Active GEM Managers Claw Their Way Back - But Remain Underwater for the Year.
Global EM Active managers staged their 2nd consecutive monthly outperformance versus the MSCI Emerging Markets index in May, erasing most of the...
346 Views
EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
402 Views
EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
115 Views