Making Sense cover image

Data Assets & Alpha Group: A Focus on European Equities Post a Strong Rally

Making Sense

00:00

Europe's Art Performance Pullback

M1 lead indicator for PMIs suggests further weakness in the coming months. Retail, travelling leisure, banks, luxury, tech and materials have been best performers over last four months. Traditional defensive including food, bevantavaco, telecoms and healthcare have been biggest flag odds.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app