Mutual Funds Updates

Emerging Markets Equity Funds recorded their biggest weekly outflow in over eight months with all four of the major regional groups experiencing net redemptions.

Mind the process.

Recent tax law changes make for a particularly interesting time to explore PPLI.

Treasury Bond ETFs hauled in over $6 billion in April, the biggest inflows since January 2016.

The technology sector bucked the trend, posting the largest inflows since March. Financials, on the other hand, posted the largest outflows, as yield curve flattens and investors take profits.

MSCI’s index changes, as well as Chinese regulators clamping down on capital flight and unregulated financial products, have investors looking anew at the country’s domestic equity funds.

Trying to mimic the performance of the S&P 500 leaves you overexposed to overvalued companies, and underexposed to undervalued ones.

A downturn would give investors sitting on big tax gains an excuse to get out, possibly taking some $1 trillion with them.

Muted investor enthusiasm for fixed income as money moves to short-term treasurys and corporate debt.

Redemptions from Brazil Equity Funds hit a 36-week high despite more optimistic projections for economic growth, the central bank’s easing bias and rising commodity prices.