Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … 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

2020 Fund Flows: Active vs Passive, Thematic ETFs & More

Since bottoming out on March 23, 2020, the S&P 500 has climbed 75% on a total return basis, and the Bloomberg Barclays US Aggregate is nearly 6% off its low. Momentum in stocks has continued through January 2021, but recent jumps in Treasury Rates have slowed price appreciation of investment-grade fixed income. The calendar no … Continued

In One Chart: How is Ezekiel Elliott like a Low Vol ETF?

Low Volatility ETFs are the Ezekiel Elliott of exchange traded funds — both have seen huge inflows of cash in 2019, and both have been outperforming. Ezekiel “Zeke” Elliott, who plays for the Dallas Cowboys, became the highest paid running back in the NFL when he signed a contract extension worth $90 million over six … Continued