海外研报
筛选
Benign credit, rate cuts: Who benefits in equity space?
Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
海外研报
2024年07月25日
De-grossing, Positioning Declines, and Rotations...Meaningful in July, But Could be Nearly Over
HF performance / alpha drawdown and de-grossing…are we done yet? July was the first month for negative Eq L/S alpha this year and de-grossing reached fairly extended levels for Eq L/S and Multi-Strats in
海外研报
2024年08月06日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年08月18日
BofA Securities Equity Client Flow Trends Near-record week of equity outflows
Biggest net sales since Nov. 2020• Biggest net sales since Nov. 2020: In the final week of August (ahead of a
海外研报
2024年09月05日
Global Asset Allocation Views
In brief• With downside risks to the economy mitigated by the Federal Reserve’s
海外研报
2024年10月08日
