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3 Reasons why markets are in a bit of a melt-up phase: Jackson Hole was incrementally dovish on Friday Stark underperformance of hedge funds YTD (we think they will need to chase to minimize their performance drag; see chart below) Positioning was too defensive in recent months We believe there is another leg up in […] The post CIO Thoughts: 3 Reasons Why The Market is Melting Up appeared first on ETF Trends.
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