In this episode, Sunny Potharaju from the Positioning Intelligence team is joined by John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan. Their discussion focuses on the strong performance of hedge funds, particularly in crowded stocks, and the potential for continued performance into 2025. John and Sunny examine the setup for U.S. equities, noting a possible upcoming "buy the dip" opportunity, while acknowledging a more uncertain medium-term outlook.  The episode concludes with broader insights into the positioning landscape in Europe and Asia.  The Positioning Intelligence team sits within the wider Data Assets & Alpha Group.

This discussion follows episodes released on:

• November ’24 – A Post-Election Rally in U.S. Equities
• October ’24 – How High is Positioning in U.S. Equities

This episode was recorded on January 13, 2025.

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