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Here's how to navigate the US election year amid a potential Biden-Trump rematch - UBS

February 7, 2024 12:30 PM EST

In a note to clients this week, analysts at UBS provided their thoughts on how investors can navigate the US election year amid a potential rematch between Biden and Trump.

The investment bank stated that "nine months is a long time in politics," and political fortunes can shift appreciably over the course of a long presidential campaign, especially as American voters are "subjected to... More

Communication services inflow record fueled by earnings - BofA

February 6, 2024 11:45 AM EST

BofA's Jill Carey Hall said in her equity client flow note Tuesday that they have seen record communication services inflows.

According to Hall, last week saw the biggest equity inflows in seven weeks, with BofA clients large net buyers of US equities.

"Clients bought both single... More

Domestic buying of Chinese equities continues, Japan records meaningful inflows - Morgan Stanley

February 6, 2024 10:12 AM EST

Morgan Stanley analyst Jonathan Garner said in a note Tuesday that Japan recorded "meaningful inflows" while there has been continued domestic buying of Chinese equities.

In his Asia Emerging Market (EM) Equity Strategy memo, Garner explained that EM equity funds saw inflows of $6.7 billion for the week ended January 31,... More

Citi’s Montagu says bullish stock flows have stalled

February 6, 2024 8:56 AM EST

Citi analyst Chris Montagu said in his equity markets positioning model note Tuesday that the January bullish trends stalled as we reached February.

Montagu told investors that the bullish build of longs on US equities throughout most of January slowed, and the S&P and Nasdaq positioning is... More