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 – 29 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 AI, defence, quantum computing and gold miners were the big themes of the last week for clients at Saxo. Firstly, top AI stocks Nvidia, Oracle and Palantir were among the most actively bought names on the platform along with other Mag 7 members Amazon and Tesla. At the next rung down we saw interest in the likes of Nebius, AMD, Intel, Micron and CoreWeave. Tempus AI attrached negative client sentiment Quantum computing stocks were actively traded amid some heightened volatility in the space, with D-Wave and Quantum Computing attracting the most interest, though sentiment on these stocks was mixed clients net sellers of Rigetti and IonQ. In the crypto space clients were selling Coinbase and Strategy and buying BitMine Immersion Technologies. Meme stock Opendoor Technolgies remained a retail favourite last week. In terms of position changes we saw a stronger move into the gold miners via the VanEck Gold Miners UCITS ETF. Rolls Royce was the most bought UK-listed stock as defence names picked up some attention following those remarks by Donald Trump on Ukraine. Below I’ve picked out the most actively traded stocks with the greatest positive client sentiment as measured by the % of buy trades last week. Top Stocks Buy% BitMine Immersion Technologies Inc 81% Opendoor Technologies Inc. 78% Micron Technology Inc. 71% Oracle Corp. 71% D-Wave Quantum Inc. 69% Nebius Group NV 65% Rolls-Royce Holdings Plc 64% Quantum Computing Inc 63% CoreWeave Inc. 62% Microsoft Corp. 62% Amazon.com Inc. 61% BigBear.ai Holdings Inc. 59% Palantir Technologies Inc 58% Astera Labs Inc. 57% SoFi Technologies Inc 56% NVIDIA Corp. 54% Tesla Inc. 54% Source: Saxo 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