The Riskalyze Report: Advisors Double Down on Rising Rates Bet

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 $44 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…


June 8th-15th

Winners (advisor flows TO these investments increased substantially):  
  1. Financials (VFH, IYF, FXO, XLF)
  2. Mega Cap (MGK)
  3. Alternatives/Hedged (JHAIX, HFXIX)

Losers (advisor flows FROM these investments increased substantially):

  1. Long Bond (EDV)
  2. High Yield (RYHGX)
  3. Hewlett Packard (HPQ)

Josh here – once again, the long bond trade is being blown out of advisor-managed accounts while an even more aggressive bet on the rise in rates – bank stocks – comes into vogue. I highlighted the bank stock breakout just as it was getting underway. Now it’s what all the cool kids are recommending.

Recall that we saw advisors loading up on floating rate funds two weeks ago and then blasting out of Treasury bond ETFs the week after. But the bet on banks is the most aggressive stance on rising rates yet.

For further reading on why, see the links below:

Chart o’ the Day: What are the regional banks telling us? (TRB)

Are Quants the New Systemic Risk?


Check it out today!

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

What's been said:

Discussions found on the web
  1. immediate edge review commented on Sep 22

    … [Trackback]

    […] Read More on to that Topic: […]

  2. bitcoin loophole review commented on Sep 29

    … [Trackback]

    […] Read More on to that Topic: […]

  3. 메이저놀이터 commented on Oct 16

    … [Trackback]

    […] There you can find 36101 additional Info on that Topic: […]

  4. ufa147 commented on Oct 29

    … [Trackback]

    […] There you will find 75392 additional Information on that Topic: […]

  5. DevOps commented on Nov 19

    … [Trackback]

    […] Find More Info here to that Topic: […]

  6. toto hk commented on Dec 01

    … [Trackback]

    […] Read More on that Topic: […]

  7. replica watch commented on Dec 29

    … [Trackback]

    […] Read More Info here to that Topic: […]