Deutsche Bank: The divide in the U.S. stock investment camp is nearing its limit

Deutsche Bank data shows that active fund managers are skeptical about the rise in U.S. stocks due to high U.S. Treasury yields, the Iran war, and persistent inflation, leading to stock positions dropping to historic lows.

At the same time, quantitative funds continue to buy stocks due to rising stock indices and decreasing volatility. Deutsche Bank strategist Parag Thatte stated that the divergence between the two sides is nearing its limit, and a concession from one side is expected soon.