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Thematic update June 2024


Only 16 of 48 themes outperformed in May, the lowest level in four months. However, risk appetite was evident in several beaten-up themes such as Clean Energy, EVs, and Genomics. We need to see more evidence that the rally since late April is more than a just a bounce from being oversold in Q1.

Ned Davis Research | Thematic | Focus | Monthly

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