In this episode we hear from John Schlegel regarding how high positioning looks post the stellar rally in US equities.  John discusses the recent drivers of US equity strength, the main buyers of the rally so far, where this leaves positioning, and the risk / reward for equities from here.  John also touches on equity positioning across Europe and APAC.  John Schlegel, Head of Global Positioning Intelligence is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.

This episode was recorded on October 14, 2024

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