Market Dynamics Have Shifted Under The Hood; Goldman Flows Gurus 'Expect A Crack Later This Summer'

Goldman Sachs flows gurus, Gail Hafif, Lee Coppersmith, and Brian Garrett, remain bullish equities for the near-term with their thesis still largely the same. However, they expect a crack later this summer.

But, taking a look under the hood, dynamics have shifted in the technical composition, and we believe now is a great time to add hedges 

1. Systematics