The Stoxx Europe Small 200 Index has rallied 21% since April low.
Investment boutiques for George Soros, Michael Platt, and a Swedish packaging dynasty all raised their stakes in the beleaguered insurer, according to new filings.
The broad-based advance in July, boosted by car sales and major online promotions, is another factor for the Fed to ponder ahead of its annual Jackson Hole symposium.
Retail sales data expected to show increase Friday.
Megacaps' increase dominance, some small tech may become obsolete.
Winners could include gold, commodities, cryptocurrencies, EMs.
Data shows a loss of momentum amid tariff impact.
The Liberation Day bombshell to start the second quarter quashed hopes of a comeback, with tariff-induced volatility pushing managers to preach selectivity.
The Treasury Secretary insists he's not issuing orders, but he reiterated the math for a neutral rate points to a 150-basis point cut.
Report is expected to show an uptick in producer prices.
