โก ๐๐ช๐ง๐ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข โ ๐ ๐ช๐ฃ๐ ๐ฅ๐ช๐ก๐จ๐
๐๐ค๐ฃ๐ฉ๐-๐ฉ๐ค-๐๐๐ฉ๐: +๐ญ.๐ฒ๐ฌ % ๏ฝ ๐๐๐ฟ: +๐ฑ.๐ณ๐ณ %
Travel-and-leisure names have sprinted ahead on summer demand while ๐จ๐ข๐๐ก๐ก-๐๐๐ฅ ๐๐ฃ๐๐ช๐จ๐ฉ๐ง๐๐๐ก๐จ rebounded as supply-chain kinks eased. The signal count for positive earnings revisions just hit a ๐ฉ๐๐ง๐๐-๐ข๐ค๐ฃ๐ฉ๐ ๐๐๐๐, pushing us to lean further into cyclicals.
๐๐ฉ๐๐ก๐๐ฉ๐๐๐จ ๐๐ฃ๐ ๐๐๐๐๐จ, weighed down by sticky yields, now dominate the short sleeve. The portfolio stays ๐๐ช๐ก๐ก๐ฎ ๐๐ฃ๐ซ๐๐จ๐ฉ๐๐ ๐ค๐ฃ ๐ฉ๐๐ ๐ก๐ค๐ฃ๐ ๐จ๐๐๐, keeping turnover brisk and emotion out of the equation.... Show More
5
0
0
.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Wed Dec 10 2025 07:49:52 GMT+0000 (Coordinated Universal Time)
