Tag: fund flows
Capital Has No Borders: What Happens Post-COVID Crisis?
This title is so true and an essential concept for traders to understand when assessing markets trends more broadly.
Capital truly has no borders. It...
Stock Market Video (Aug. 4): The Changing Guard of Asset Allocation
Stocks moved higher once again last week with the S&P 500 (NYSEARCA: SPY) pushing higher by 0.8%. The index is roughly 2 percent off...
Investment Strategy Outlook: Strengthening Trends Meet Seasonality
Highlights For Investors:
Surge In Investment Spending Could Signal Secular Shift
Earnings Rebound Not Yet Relieving Valuation Pressures
Sentiment Balanced Despite Rising Optimism
Seasonal...
Global Financial Market Fund Flows Point To Rotation
September was a relatively quiet month across global financial markets, as investors returned from summer vacation to mixed economic news. The economy is likely...
Treasury Bonds Over-Loved And Over-Owned This Year
If there is one major theme that pervades the financial markets this year, it’s the shift from stocks to treasury bonds. You can romanticize...
Bond And Equity Fund Flows: High Demand For “Safety”
Key Takeaway: Bond and Equity fund flows data can be noisy and data points get used to support existing narratives, but best evidence shows...
What Are ETF And Mutual Fund Flows Telling Investors Now?
There are many ways to look at investor sentiment, one of my favorite is looking at flows to mutual funds and ETFs. The Investment...
