Table of Contents Page
1) Idea of the month 3
Trading portfolio 7
2) ETF Flows 8
3) Performance 10
4) Asset classes 12
5) Equities 13
6) Bonds 15
7) Commodities 16
8) FX 17
9) Macro Scorecards 18
10) Momentum scorecards 21
Appendix Methodology 24