Head of market analysis, RBC Brewin Dolphin
4 dated public stances tracked since 2024-10-16, most recently 2024-10-16. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Janet Mui's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Janet Mui is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2024-10-16 | SPX | bullish | +0.3% | -6.8% | +14.8% |
| 2024-10-16 | Japan Equities | bullish | -5.5% | -3.1% | +19.0% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| Japan Equities | 2 | | 1 bullish / 1 neutral | 2024-10-16 |
| SPX | 1 | | 1 bullish | 2024-10-16 |
| UK GILTS | 1 | | 1 bullish | 2024-10-16 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-10-16
UK GILTS
owns
Bloomberg Surveillance · video
UK inflation surprised below the BoE's own forecast and is broad-based, cementing a November rate cut and giving the BoE more room to cut than markets currently price, supporting gilts
“it just reinforces our overweight gilt position”
Wall Street Rotation | Bloomberg Surveillance Radio | 10/16/24
Said again: 2024-10-16 (Bloomberg Surveillance)
2024-10-16
SPX
bullish
Bloomberg Surveillance · video
US mega-caps have the world's best companies exposed to structural AI growth stories, and investors rotate back to tech on any reassurance of soft landing — the structural earnings advantage is durable
“the US is just have the largest exposure and you just don't want to underweight that”
90d +0.3% · 180d -6.8% · 1y +14.8%
Wall Street Rotation | Bloomberg Surveillance Radio | 10/16/24
Said again: 2024-10-16 (Bloomberg Surveillance)
2024-10-16
Japan Equities
neutral
Bloomberg Surveillance · video
China's comprehensive stimulus package plus attractive valuations offers medium-term upside, while Taiwan and South Korea provide AI/semiconductor structural exposure and India adds diversified growth
“we upgraded Asia X Japan... primarily due to the China upgrade based on the comprehensive range of stimulus measures”
Wall Street Rotation | Bloomberg Surveillance Radio | 10/16/24
2024-10-16
Japan Equities
bullish
Bloomberg Surveillance · video
Upgraded based on China's comprehensive stimulus measures and a shift in government thinking toward direct household support, combined with AI/semiconductor structural growth in Taiwan and South Korea and India's long-term growth story
“we upgraded Asia X Japan... based on the comprehensive range of stimulus measures”
90d -5.5% · 180d -3.1% · 1y +19.0%
Wall Street Rotation | Bloomberg Surveillance Radio | 10/16/24
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