Deutsche Bank Sell-side卖方

Investor Positioning Strategy Update and Flows Another Post Earnings Season Lull

Aug 24, 202645 pages页

From the report报告摘录Equity/Bond Flow Acceleration: $40bn equity inflows (US-led) and $21bn bond inflows (govt/broad-mandate), with equity positioning overweight but below earnings growth (0.18sd, 52nd percentile), signaling room for…

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