We are observing a clear turnaround in investor risk appetite, says Mo Haghbin, Chief Commercial Officer and COO of Invesco Investment Solutions. He discusses the markets trading lower to end the month, as well as Amazon (AMZN) is down over 7% Friday after a revenue miss. He also talks about investor trends, saying portfolios are positioned to grow versus cheap stocks and that tech is overweight and banks and energy are underweight. He then mentions that it’s too early to abandon the reflation trade. Tune in to find out more.
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