In October’s analysis of U.S. equity sectors, focus on the performance of the energy sector. Many changes since the last report. Interesting indications also for…
The resurgence of the value style that characterised the second half of 2020 and early 2021 seems to have stalled. In our September analysis, we…
No particular strength seems to have emerged in the September analysis of investment factors, with only one factor beating the overall benchmark index. See more…
In September there was more news on the equity sector front, with the rotation continuing and seeming to indicate that the economic cycle is entering…
September doesn’t change much in terms of volatility and market sentiment. See all the details in our analysis at the beginning of the month.
There was little change in our financial market outlook for early September. The stock market is still the leader, with very few changes compared to…
In our August analysis, the US stock market is back in the spotlight, while emerging markets continue to struggle. Our report also includes a comparison…
Early August equity sector analysis confirms the rotation seen in the previous month. Our report also includes a full analysis of the European sectors.
For financial markets, August started with important risk-on signals, but also with some hints of increased volatility. See everything in our sentiment analysis.