FlowBank

1099 days ago

For the fourth straight quarter, US stocks dramatically outperformed Treasuries. In Q1, the S&P 500 gained over 6% as Treasury's total return fell over 4%.

Source: www.zerohedge.com, Bloomberg 

Q1 performance: S&P 500 vs. US Treasuries

1102 days ago

93% of inflows going towards equities

Interest in tech and thematic ETFs has diminished, but US investors are still eager for risk, as 93% of inflows are directed towards equities. Bonds are back on the scene but attract little interest still. 

#Stocks
Put it all in risky assets

1102 days ago

Returns by asset class over the last 10 years

Bitcoin is far on top due to astronomical gains in the last few years, followed by the Nasdaq 100 and US large and small caps. 

Returns by asset classes over the last 10 years

1105 days ago

There is a massive divergence between bond and stock performance this quarter. Some notable rebalance flows might soon take place.

Source: www.zerohedge.com 

Equities vs. bonds

1106 days ago

Quarter-end rebalancing overhangs market after bond rout  in Q1

JPMorgan estimates that balanced mutual funds need to sell $136 billion of equities to buy bonds to meet allocations. The rout in fixed income along with a strong quarter from equities is leading to significant dislocations.

Quarter-end rebalancing overhangs market after bond rout  in Q1
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