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Thematic update May 2024


Breadth deteriorated slightly with 18 of 48 themes (38%) outperforming in March versus 19 of 48 in March. April was mainly risk-off driven by "higher for longer" rate fears, though we saw risk-on return late April. Commodity themes are showing leadership in a down market but watch performance as markets rise.

Ned Davis Research | Thematic | Focus | Monthly

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