22nd May 2019 - Vanda Hippocrates Sleeve: US Banks Could Benefit From A Mutual Fund Rotation
22 May 2019
- Long only managers continued to be net buyers of US equities at the start of this week. - Trade war headlines, like most risks, tend to have a strong initial impression followed by a declining marginal impact. - I suspect US long-only managers will begin rotating out of tech and into financials. - Markets are pricing in no inflationary impact from trade tensions.
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