The Riskalyze Report: EM gets discovered

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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

March 19th – March 25th

Winners (advisor flows TO these investments increased substantially):
  1. Emerging Markets (EEMV, EEM)
  2. Healthcare (XLV)
  3. S&P 500 (RSP)

Losers (advisor flows FROM these investments increased substantially):

  1. Energy (XLE)
  2. Corporate Bond (VCSH)
  3. Materials (XLB)

Josh here – Riskalyze CIO Mike McDaniel tells us that “Advisor use of the winners increase approximately 5% week over week. Advisor use of the losers decreased by approximately 5% week over week.”

The weakening of the dollar, now that everyone recognizes that the Trump Trade was little more than a fever dream, has been helping emerging market stocks to outperform their developed market brethren. Advisors who had been boldly adding to their EM holdings during the last few years of serial underperformance are finally looking smart.

On the downside of the whole “reflation” theme that had temporarily infected the masses like a mental virus, we see energy stocks on the Loser pile this week. With West Texas Intermediate crude oil dropping into the mid-40’s recently and stockpiles coming in higher than expected, it’s been tough sledding for the Chevrons and the Exxons this spring. As the quarter winds down, no one wants to be caught with a sector overweight of the biggest loser of 2017 so far.

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

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