The Flight To Value And Safety Is On

Most of the time when stocks go up, bonds go down, and when stocks go down, bonds go up, but this fall has been interesting. It's been a scary several couple of months for risk-averse investors, but many hedge funds and institutional investors have been cheering the return to volatility, especially this month.

Q3 hedge fund letters, conference, scoops etc

Over the last three trading sessions, the S&P 500 has bounced up and down dramatically, as have the NASDAQ 100 and the Dow Jones Industrial Average. The major U.S. stock indices ended last week with a bout of widespread selling, but that has reversed course again today with all four indices rebounding dramatically in early trade this morning.
Flight to safety or contrarian signal for stocks?
Amid all this volatility, Barclays strategist Emmanuel Cau and team said in a recent note that investors have continued their flight to safety. Mutual funds have been selling both stocks and bonds and allocating toward cash instead, and investors continued the trend.


This content is exclusively for paying members. Sign up here

If you are subscribed and having an account error please clear cache and cookies if that does not work email or click chat

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers