Global Stock Markets Rebound as Investors Rapidly Increase Holdings, Deutsche Bank Report Reveals Market Dynamics
Publication Time:2024-08-20 17:51:08
Data from Deutsche Bank shows that with the global stock market rebounding last week, investors who had significantly reduced their equity investments in early August due to market volatility quickly increased their positions. Funds flowed into different types of stocks including index options, mega-cap technology stocks, cyclical stocks, and defensive stocks. The report notes that the positioning of fully discretionary investors has 'risen sharply, completely recouping last week's decline and now again far exceeding the average,' showing the market is recovering rapidly from intense selling. Additionally, Deutsche Bank mentions that trend-following portfolios, which buy when the market is relatively calm and sell during turbulent periods to limit losses, are also significantly increasing their equity investments. Nevertheless, these portfolios' positions remain 'far below historical highs.'
Market Dynamics
Stock Market Rebound
investor holdings increase
Deutsche Bank report