Resumo do Relatório
What ETF’s tell us: Eye on the World 09/02/21
US markets at new all-time highs on continued strengthening growth outlook with improved virus, fiscal, and earnings views. We are focused on cyclical and international catch-up themes, a 10%+ year, and see markets well-supported.
HOT TOPICS focus on ETF trends, with ESG and value themes leading inflows, and cannabis led performance. Equity income, fixed income, and short strategies saw outflows. ETF’s continue to gain share vs active, but all flows lower as investor sentiment healthily moderated.
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.