4 min listen
Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations
Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations
ratings:
Length:
6 minutes
Released:
Sep 20, 2022
Format:
Podcast episode
Description
This week in the podcast, we reflect on some of the most interesting things we saw last week in terms of our high-frequency data updates. Three big things you need to know: First, positioning in the Growth trade no longer looks worrisome. Second, Democrats continue to gain momentum in polling data, stoking election angst among US equity investors. Third, valuations are starting to look reasonable again for the S&P 500.
Released:
Sep 20, 2022
Format:
Podcast episode
Titles in the series (100)
Our Deep Dive Into The Latest Hedge Fund Holdings by RBC's Markets in Motion