Weekly Thematic Pulse: Oil Wins the Day, but AI Still Owns the Flows
Our weekly check-in on thematic ETF flows as they relate to developing news stories shows renewed interest in Energy, some near-term rotation from Growth-to-Value styles and a market that is favoring results over concepts. However the macro backdrop remains constructive with employment strong, services and manufacturing PMI expanding and core inflation continuing at low levels. […]
Weekly Thematic Pulse: Oil Wins the Day, but AI Still Owns the Flows Read More »