What's Hot, What's Not: It’s David vs Goliath [Sector Edition]

What’s Hot

• Tech takes top spot, just, driven by continuing enthusiasm for Nvidia.
• UK smaller companies are just behind, driven by less risky growing takeover activity, very cheap valuations, and an apparently benign Chancellor in waiting.
• Similar but lesser attractions also carried European smallers higher.
• Commodity funds held steady, despite a mixed bag of individual commodity prices.
• And UK Growth funds followed the smaller brethren for much the same reasons.

What’s Not

• Japan and India were down a touch, in both cases due a breather.
• Two global bond sectors make an appearance, with doubts over the path for US rates, though they were still positive.
• The broadly based Asian sector was also dull, not helped by China being off a little.

What’s Hot

What’s Not