Hype Cycle – Is it too soon to buy?

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We analyse the sentiment and fund flow data in global equities and show that equity markets are subject to a fascinating divergence of behaviour. While retail investors seem to have become overly pessimistic, institutional investors seem to have stayed calm and may even have put additional money at work. Past evidence points towards these situations as indicative of a recovery in the next three months.

Joachim Klement, CFA
Head of Investment Research


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