The Riskalyze Report: Advisors buy the EM sell-off

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

Riskalyze

June 28-July 4th

Winners (advisor flows TO these investments increased substantially):
  1. Global Fixed Income (DFGBX and TGBAX)
  2. Real Estate (DFITX, DFREX, MRLBX, DFGEX, SCHH)
  3. Emerging Markets (DFEVX, DFEMX, DEMAX, IEMG, SAEMX, HIEMX)

Losers (advisor flows FROM these investments increased substantially):

  1. Currency Hedge (HEFA)
  2. Technology (FXL)
  3. Healthcare (FHCIX)

Note: it was a short week due to 4th of July

Josh here – last week advisors took profits in some winning sector bets – tech and healthcare are among the few areas of the US stock market where the gains have been plentiful.

On  the “winners” side, we see buyers on the EM dip as the China disaster fails to dissuade those in search of a cheaper asset class. Global bond funds get some love too, as the interest rate indecision continues on, with Grexit possibly forestalling the first hike once again.

Check it out today!

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

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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.

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