Where Are Investors Placing Recovery Bets? Reviewing Fund Flows in Q2 2020

In the first quarter of 2020, the covid-19 pandemic impacted both equity and fixed income markets, with the S&P 500 Total Return (^SPXTR) down 19.6% and the Bloomberg Barclays US Aggregate (^BBUSATR) 3.2% higher through the end of Q1. However, it’s been a different narrative since the market bottomed-out in the final weeks of March. … Continued

4 Ways Wholesalers Use YCharts to Increase AUM

With intuitive, powerful tools and data coverage for more than 40,000 mutual funds and ETFs, YCharts enables internal and external wholesalers, plus product and portfolio teams, to develop strategies and expertly demonstrate their funds’ value to advisor partners. Firms such as John Hancock and Thornburg Investment Management have incorporated YCharts into their sales processes because … Continued