Silver's Record-Breaking Rally: Insights and Analysis
Silver, soaring to an 11-year high, rides a wave of global demand fueled by supply deficits, geopolitical tensions, and surging industrial usage.
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STOXX Europe Indices: March 2022 Rebalance Trade So Far So Good. What Next?
The LONG-SHORT Trades for the STOXX Europe 600 and EURO STOXX Indices March 2022 Rebalance has performed well so far. Below is a discussion on my...
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STOXX Europe Indices: Constituent Changes and Trading Strategy March 2022
STOXX Europe 600 announced 9 Adds and 9 Deletes for March 2022. Here is a closer look at the constituency changes and potential trading strategies...
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EMEA Sectors Deep-Dive. Active Positioning in the EMEA Region
The last decade has seen EMEA weights drift ever lower. We look in detail at all sectors in the EMEA region, together with some of the key stocks...
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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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