海外研报
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Barclays_Barclays Equity Factor Insights_ October_20241010
Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &
海外研报
2024年10月11日
When politics trump data
Market HighlightsMarkets seems to be increasingly pricing in the prospects of a Trump Presidency after
海外研报
2024年07月04日
What do your semis neighbors own? June ’24 update
Semis rel. weighting falls again, now below 1.0xWe use BofA Equity Strategy data (see related report here) to examine breadth (what %
海外研报
2024年07月04日
