Table of Contents Page
1) Idea of the month 3
Trading portfolio 8
2) ETF Flows 9
3) Performance 11
4) Asset classes 13
5) Equities 14
6) Bonds 16
7) Commodities 17
8) FX 18
9) Macro Scorecards 19
10) Momentum scorecards 23
Appendix Methodology 26