We have seen a +2x STDEV surge in sentiment on Biden's stimulus package and a record increase in coverage of infrastructure and clean energy themes. Rotation trades are now back in charge.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.