5788 Halfway through the month and following more new AHT’s, we have now started to see a move lower across the board, with volumes remaining subdued. Delta concerns, lockdowns in Australia and New Zealand clearly on people’s minds along with tapering fears. There has been a flurry of activity by hedge funds selling Auto’s but […]

Half way through the year, scary as that sounds, means earnings season is just around the corner. Bit more activity in the market last month has meant we’ve seen Hedge Funds buying the Oil & Gas Producers and the continued buying in Engineering & Construction names. On the Institutional side, we have seen large shift into buying Packaged Food and Biotech/Pharma names.

We’re now through May, and finally it’s starting to warm up leading into the summer! More of a subdued feel in the markets this month. Flow wise, we’ve seen a continuation of Hedge Funds buying the Industrial Services names, while interest in buying Autos has dried up. On the Institutional side, we have seen increased buying of Banks to pair off the sell skew from April.