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 – 8 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 US technology stocks remain the most popular assets being traded on the Saxo platform. We’ve seen net buying and heavy interest in Nvidia and Tesla in the last week, whilst the new so-called meme stock Opendoor Technologies was also popular. Clients were strong buyers of Microsoft, Broadcom and Alibaba, whilst Rolls-Royce was the most popular UK stock. Some of the biggest relative position changes were in some less well known stocks, including Marvell Technology Group, the semiconductor manufacturer which has seen a sharp drop in its share price this year despite the AI boom. China SXT Pharmaceuticals is another – a volatile stock which closed up 17% higher on Friday, while the UK-listed Indivior has been on a steady rally these last few months that has attracted the attention of clients. On the other side, clients were net sellers of Apple and Alphabet despite both rallying following a US court ruling that lets Google keep its Chrome browser. Saxo clients were also taking some risk off the table by selling Palantir, which has tumbled about 18% in the last month. 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