A sharp and unexpected rally has gripped equity markets, leaving many investors chasing momentum while quietly questioning its foundation. Spurred by temporary relief in U.S.–China trade tensions, coupled with economic resilience and fading volatility, the uptrend in global stocks has caught under-positioned players off guard. However, with few concrete data points backing the surge and risk appetite returning unevenly, the bullish momentum may be walking a tightrope. Alex van den Berg, senior strategist at Horizon28, explores the precarious mechanics of this rebound, the psychology behind investor hesitation, and what it may signal for the months ahead. Rising Without Roots: The...
August 17, 2026August 17, 2026