Commodities Back On Top As US Equities Lag The Rest Of The World
Blue Heron Systematic Portfolios Key Takeaways:Commodities have reasserted their leadership versus equities. Within equities, the US continues to lose ground relative to the rest of the world, with large-cap growth being the most significant laggard. This can also be seen at the US sector level, as the Consumer Discretionary and Communication Services sectors contend with […]
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