BOA: Equity Flows Reverse As Investors Bet On Reflation And Bonds

30JanJanuary 30, 2017

BOA: Equity Flows Reverse As Investors Bet On Reflation And Bonds

Equity Flows Reverse

Last week’s weekly Flow Show report from Bank of America Merrill Lynch, compiled by the bank’s Chief Investment Strategist Michael Hartnett and based on the bank’s private client investor positioning, reveals that after several months of equity buying from investors, the risk off trade is returning.

Jefferies: Buy Value For Reflationary Trade

BoA: The Trump Reflation Trade Is Starting To Unwind . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.

Author

Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk

Large Cap Regional Banks Q4 Preview: BBT The Best Of All?

Jan

Large cap regional banks’ 2014 estimates are a little high and should expect to witness downward revisions post-4Q13 earnings, according to the latest research report from Citi. Keith Horowitz and... Read More

Vanguard to End Presence in Hong Kong, Japan With Job Cuts

Aug

Vanguard Group Inc. said it plans to end its onshore presence in Hong Kong and Japan to focus on individual investors in faster-growing parts of Asia, resulting in an... Read More

Donald Yacktman: Lifelong Learning Through Audio Books

May

Donald Yacktman: Lifelong Learning Through Audio Books Read More

Are We In Recession Yet?

Aug

I’m often asked if recession is coming. Q2 hedge fund letters, conference, scoops etc For quite some time now, my answer has been: “Yes, but not just yet.” That’s still what I think... Read More

Bitcoin Turned 10 This Week; Here’s How Far It’s Come

Nov

Wednesday marked 10 years since Satoshi Nakamoto wrote the first whitepaper on bitcoin. A decade later, we still don't know the author's real name, but it's clear cryptocurrencies have... Read More

Charlie Munger: The Complete Investor – Charlieton Book Reviews

Jun

Charlie Munger: The Complete Investor - Book Review by Jesse Koltes, Editor of TheCharlieton.com Charlie Munger: The Complete Investor by Tren Griffin Get The Full Series in PDF Get the entire 10-part... Read More

FTC Will Meet To Discuss Sponsored Content Guidelines

Sep

The Federal Trade Commission is going to hold a workshop this December to discuss sponsored content and other types of native advertising in digital media, and they are likely... Read More

Capital Returns Investing Through the Capital Cycle

Marathon Asset Management: Spanish Real Estate Fiesta (2007)

Mar

Marathon Asset Management: Spanish Real Estate Fiesta (2007) Spanish real estate fiesta by Marathon Asset Management, dated February 2007. This is discussed in their new book Capital Returns: Investing Through... Read More

Post-Market and Company News: Updates on BAC, GM, C, GLE, AA, PLX, BKW

Jun

Market Levels US: Dow: 12640.80 (0.53%), S&P 500: 1335.02 (0.72%), NASDAQ: 2892.42 (1.17%) Europe: CAC: 3090.90 (-0.75%), DAX: 6263.25 (-1.28%), FTSE: 5513.69 (-0.96%). Asia-Pacific: Australia: 4048.20 (-0.96%), China: 2260.88 (0.00%), Hong... Read More

Facebook Down Again, Third Time In One Month

Sep

Is anything safe on the Internet? When one of the most technically savvy firms in the world, Facebook, has its web site go down an unprecedented three times in... Read More