Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
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What Stocks are Saxo Clients Buying and Selling – 16 September
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 It's hard to escape the pull of US tech stocks – at least that is the view from the frontline as investors continued to snap up some of the most popular names on the street. Nvidia and Tesla were the most actively traded stocks – but clients were only just net buyers of TSLA and were net sellers of NVDA. Clients on the Saxo UK platform were also net sellers of Palantir, selling into strength as the stock rallied last week. Buying momentum was strongest in old-school tech names Microsoft and Oracle, the latter posting a big earnings update that saw the stock price soar. Among some of the more speculative names, Opendoor Technologies and Nebius were two of the most actively bought stocks. There was also strong buying of Apple and Amazon last week. We noted significant position changes in BitMine Immersion Technologies and Broadcom. In the fund space, the VanEck Gold Miners UCITS ETF was actively purchased. Check out last month's most popular shares.
Quarterly Outlook
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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
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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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
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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
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy