Fixed Income, Equity-Blend Funds Top Q3 2021 Fund Flows

The chart below shows that through the end of Q3 2021, the S&P 500 (^SPXTR) was up 15.9% including dividends, the Bloomberg US Aggregate (^BBUSATR) fell 1.6%, and the Bloomberg Barclays Global Aggregate (^BBGATR) dropped about 4.1%. Mostly moving in tandem, US bonds diverged from their global counterpart in early Q3, refusing to go lower … Continued

Strong Start Boosts Confidence: Q1 2021 Fund Flows

With another year come and gone (in the case of 2020: hoorah!) and a new president inaugurated, 2021 leapt off the starting blocks with both a rising stock market and interest rates shooting higher. In response, assets flowed to equity and bond funds alike. The chart below shows that through the end of Q1 2021, … Continued