The Riskalyze Report: EM gets discovered

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…


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).  

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:

Please see disclosures here.

What's been said:

Discussions found on the web
  1. commented on Sep 22

    … [Trackback]

    […] There you can find 8689 more Info on that Topic: […]

  2. anonymous search engine commented on Oct 11

    … [Trackback]

    […] Find More Information here on that Topic: […]

  3. fake rolex watch wristband stamps commented on Nov 26

    … [Trackback]

    […] Read More Information here on that Topic: […]

  4. manulife bank login commented on Jan 14

    … [Trackback]

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

  5. LaCie CloudBox manuals commented on Jan 20

    … [Trackback]

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

  6. syarat menjadi polhut commented on Jan 31

    … [Trackback]

    […] There you will find 96721 more Information on that Topic: […]