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Positioning Watch – Turning our attention to Institutions and Fund Flows

Positioning Watch – Turning our attention to Institutions and Fund Flows

Bullish price action and the soft-landing narrative is still roaring in markets, and we thus wonder whether It’s just the AI bonanza that’s driving market sentiment, or if the big players have actually switched their views. We take a look at institutional positioning and fund flows in this week’s edition.

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Macro Regime Update June – Falling inflation in the limelight with wobbly liquidity

Macro Regime Model update: QE-like environment continues

Welcome to our monthly update of our Macro Regime Model, which provides a forward-looking guidance into tactical asset allocation. The “QE-like” environment that we predicted for March proved spot on, but partly for the wrong reasons. Will the QE-vibes continue?

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