Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK
Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...
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Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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Positioning Watch – Hedge Funds are leaning into the Europe trade despite election risks
Greetings from Copenhagen!Markets are still busy trying to digest the first rounds of the French Election, with Le Pen’s party looking...
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Positioning Watch – Hedge Funds are leaning towards increasing growth, but NOT inflation
Hello everyone, and welcome back to our weekly positioning watch. The sudden deflation in the Motor Vehicle Insurance component in the CPI report...
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