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4 Sep 2023

Is the market too complacent? retail investor flows are exceeding 2021 highs

Source: Topdown charts, vanda research via FT

17 Jul 2023

There is striking divergence between social media mood (apocalyptic) and actual fund flows (and stock prices)

Source: www.zerohedge.com, JP

14 Feb 2023

Largest weekly outflow since 2020 in U.S. High Yield bonds!

Last week, one of the largest ETFs tracking U.S. high yield bonds, the HYG or iShares iBoxx HY Corporate Bond ETF, had its largest outflow since 2020. Valuations are stretched in high yield despite solide fundamentals. Any spike in equity volatility could quickly negatively impact this segment. Source: Bloomberg

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