We integrate the Lyxor DAX ETF (German index) into our Active Euro portfolio, while the latter benefited from the renewed interest in the cyclical sectors such as automotive and chemicals and slightly outperformed the Stoxx600 since the beginning of the year.
We are taking out the more defensive ETF CC4 (Corporate bonds), which seems less appropriate in a context of market recovery.
DAX (Germany) : weekly data
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We integrate the Lyxor DAX ETF (German index) into our Active Euro portfolio, while the latter benefited from the renewed interest in the cyclical sectors such as automotive and chemicals and slightly outperformed the Stoxx600 since the beginning of the year.
We are taking out the more defensive ETF CC4 (Corporate bonds), which seems less appropriate in a context of market recovery.
DAX (Germany) : weekly data