Flows are rotating into INF.L while CTG.L weakens

🇪🇺 A clear flow shift is underway as outflows from CTG.L dominate the scene, signaling a significant repositioning away from the theme. The $CTG-L leader saw an $8.8 billion exit, the largest single move, contrasting sharply with inflows into INF.L, which attracted $2.72 billion. This divergence suggests traders are retreating from the financials theme, while defensive plays like INF-L are still drawing interest. What matters next is whether this outflow acceleration confirms a broader rotation or remains isolated. The key test will be if inflows into INF.L can maintain momentum and offset the heavy exits from CTG.L. For now, the market’s dominant flow hints at a cautious mood shift, with traders reducing exposure to financials and favoring more stable sectors. Watch if INF.L sustains inflow levels in the coming sessions as a sign of tentative bottoming or if the outflows from CTG-L deepen, confirming a deeper rotation.