This Equity Rally Was Missed by Majority of Investors, Says Ark Capital’s Abukarsh

The transcript discusses the underperformance of commodities, particularly in the Bloomberg Commodity Index, and questions whether the equity rally has gone too far. It highlights the reassessment of investment strategies due to historical low rates and a slowdown in growth. Investor sentiment shows a cautious approach, with many waiting for a market correction. The FX market is affected by global uncertainties like Brexit and China's economic situation, with potential fund flows once resolutions are reached.

What does the Bloomberg Commodity Index measure?

• Spot prices of commodities

• Global economic growth

• Returns on commodities

• Equity market performance

Why is the current equity rally considered 'unloved'?

• Due to a lack of investor interest

• Because of a massive sell-off in December

• Because commodities are outperforming

• Due to high interest rates

What are investors waiting for before making significant moves?

• A stronger US dollar

• Higher interest rates

• A deeper market correction

• A rise in commodity prices

What has been the impact of global uncertainties on the FX market?

• Higher investment in Asia

• Lack of significant movement

• Stable currency values

• Increased trading activity

What could potentially lead to a shift in fund flows in the FX market?

• Increase in US interest rates

• Stability in the Middle East

• Resolution of the Chinese economic situation

• Decrease in European exports