Societe Generale SELL

ETF Positioning Value and Financials Gain Favour as AI Flows Moderate in July

Aug 11, 20265 pages页

From the report报告摘录Value Rotation Shift: July saw significant ETF inflows into Russell 1000 Value, MSCI World Financials, and S&P Global 1200 Energy, while AI-heavy and quality/ESG strategies (e.g., S&P 500 Quality FCF Aristocrats) faced…

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