The Riskalyze Report: Everyone ♥’s Emerging Markets Again

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…

Riskalyze

April 3rd – April 9th

Winners (advisor flows TO these investments increased substantially):
  1. Emerging Market Equity (EEM)
  2. Emerging Market Debt (PCY)
  3. US Small/Mid Cap Value (IJJ, IJS)

Losers (advisor flows FROM these investments increased substantially):

  1. Short Duration Bond (VCIT, IEI, VCSH, BSIIX, LALDX)
  2. Russell 1000 Growth (IWF)
  3. REIT (RWR)

You’ll never believe it – advisor use of emerging markets equity and debt funds is up 20% week over week. EM stocks are outperforming developed markets year-to-date and last week they hung in like champions just above the 200-day moving average, which is trying to flatten out after a years’ long decline.

Elsewhere, I’m told by Riskalyze CIO Mike McDaniel that “Four of this weeks top five losers were fixed income investments.” That’s a pretty shift from what we were seeing in February.

*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.

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