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 – 22 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 Clients were active in US tech companies again, selling out positions in Tesla while loading up on Microsoft and Oracle. Tesla was the most actively traded as clients were net sellers of the EV maker, while strength in Intel was apparently used to exit positions in the chipmaker. In its place AI leaders Oracle, Microsoft and Amazon were the most actively bought shares on the platform. Nvidia and Alphabet were also popular as clients continued to lean into the US tech story. Clients loaded up on BitMine Immersion Technologies, a Bitcoin mining company that has become one of the most popular stocks among retail investors. It’s one of the bitcoin treasury stocks that I looked at last week. In the same space is Strategy, which clients also bought. Quantum computing names Rigetti and IonQ were among the most bought stocks last week. Rigetti Computing jumped 50% last week after it landed a new contract with the Air Force Research Lab. IonQ joined Honeywell as part of a Department of Energy collaboration to explore quantum use cases in space. IonQ also said it plans to acquire Vector Atomic to boost its presence in the quantum sector. Finally, Oklo shares were popular after the stock extended its rally on news of a nuclear energy collaboration between the US and UK. 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