Stocks Rally, But Don’t Overtake Commodities

Blue Heron Systematic Portfolios Key Takeaways: Global equities remain in rally mode but have not been able to overtake commodities on a relative trend basis. Our models continue to incrementally increase exposure to US equities, relative to global equities, while steering clear of those sectors (Financials and Utilities) that have falling absolute trends. Composite: Strength in stocks […]