Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Access both platforms from your single Saxo account.
What Stocks are Saxo Clients Buying and Selling – 11 August
Neil Wilson
Investor Content Strategist
Summary: In this series you will gain the exclusive insight of what Saxo clients are buying and selling week on week. This is not financial advice, Capital at Risk.
Most Bought and Sold Stocks Last Week
Two huge stories from the last week or were the Figma IPO and the stunning collapse in shares of Novo Nordisk.
Both were picked up by Saxo clients reflected in these two stocks seeing the biggest week-on-week position changes.
Figma stock surged on its IPO but has since pulled back sharply – as I said in my note on this, its growth rate is actually declining.
Novo meanwhile couldn’t catch a break after slashing its profit guidance – although Eli Lilly tripped up with its obesity pill to nudge shares higher into the weekend.
The American drugmaker was third on our list of position changes for the week.
Meanwhile we saw strong buying activity around the big tech names of Amazon, Nvidia, Palantir and AMD.
Clients were busy trading Tesla but evenly split between buyers and sellers as the stock continues to trade into a narrowing triangle formation on the charts.
Meanwhile we also continued buying in speculative tech names like BitMine Immersion Technologies and Rigetti Computing.
Clients were sellers of BP, Intel and Circle Internet.
Check out last month's most popular shares.
Quarterly Outlook
-
-
Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
-
Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy