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TME on bearish sentiment.
Risk appetite: Gone missing
Where are all the risk-loving hot heads? Sentiment measures are near the bottom of their historical ranges, hedge fund net exposure remains low and credit funds are seeing outflows. A quick look at where positioning and risk appetite stand.
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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