The Riskalyze Report: Advisors Betting on Stronger Dollar, Rising Rates

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

January 1st – January 7th

Winners (advisor flows TO these investments increased substantially):
  1. Floating Rate (FLOT, FTSL)
  2. Russell 2000 (IWN, IWO)
  3. High Yield Bonds (JNK)

Losers (advisor flows FROM these investments increased substantially):

  1. Fixed Income (PONPX, PONAX)
  2. Emerging Markets Equity (IEMG, EEM)
  3. Emerging Markets Fixed Income (PCY)

Josh here – advisors continue to place their wagers on rising rates and a stronger dollar, hence the ongoing adding of floating rate funds and the selling of EM stocks / bonds – which are perceived to be at currency-related risks. According to Mike McDaniel, Riskalyze CIO, “Advisor use of floating rate investments increased over 5% week over week. Advisor use of emerging market investments week over week decreased by approximately 5%.”

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

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