: Technology, industrials, and metals/mining have been the primary beneficiaries of recent inflows.
The shift from deep outflows to aggressive buying was driven by evolving geopolitical and corporate factors. Global equity funds face weekly outflows on gro...
: High public debt, potential for renewed trade tensions, and the uncertain duration of current geopolitical agreements remain key downside risks. : Technology, industrials, and metals/mining have been the
: Investors initially fled to safe havens due to an oil supply shock and fears of "higher-for-longer" interest rates. potential for renewed trade tensions
: A two-week ceasefire in the Middle East conflict (beginning April 7) raised hopes for a permanent resolution and the reopening of the Strait of Hormuz .
: During the peak of the panic, money market funds saw inflows surge to $22.51 billion , an eight-week high. Investment Outlook & Strategy
