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…

Riskalyze

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).

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

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

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]

  2. bitcoin loophole review commented on Sep 29

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]

  3. 메이저놀이터 commented on Oct 16

    … [Trackback]

    […] There you can find 36101 additional Info on that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]

  4. ufa147 commented on Oct 29

    … [Trackback]

    […] There you will find 75392 additional Information on that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]

  5. DevOps commented on Nov 19

    … [Trackback]

    […] Find More Info here to that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]

  6. toto hk commented on Dec 01

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]

  7. replica watch commented on Dec 29

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2015/06/23/the-riskalyze-report-advisors-double-down-on-rising-rates-bet/ […]