bullish
Positioning Watch – There was no “rotation” from large to small caps
121 Views26 Jul 2024 02:40
Welcome back to our weekly positioning update. It’s hard not to touch upon the recent moves in equities once again, with markets trying to digest...
What is covered in the Full Insight:
- Introduction
- Normalization of Market Positioning
- Sector and Industry Trends
- FX and Commodity Positioning
- Fixed Income Positioning
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- Positioning Watch – There was no “rotation” from large to small caps26 Jul 2024
- Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade17 Jul 2024
x