Resumo do Relatório
What ETF’s are telling us: Eye on the World 17/09/20
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Markets weakened into close, led by tech, as Fed reinforced dovishness but stopped short of more stimulus. We see Fed move equity (and real asset) bullish, underpinning the better-than-expected growth recovery and inflation tolerance with lower-for-longer rates.
HOT TOPICS examines recent ETF performance and flows as passive funds continue to grow dominant. See evidence of investor caution on markets (a contrarian positive), still bearish energy and EM (we see selective opportunities), and interest in laggard agricultural commodities (intriguing) and financials (we are cautious).
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library.
