FlowBank

1045 days ago

Ark fans must not fear: Cathie Wood is back

ARKK managed to attract over $500 million of inflows in the month of June, after rather modest outflows in the two previous months. The company's pile of asset under management is rising once again, and her flagship fund has gained 26% since the May low. The question remains: can she keep going? Many analysts argue that her stock picks are long-term ones, as they're mostly based on hypergrowth technology stocks. The only threat would thus only be interest rates expectations, which needs to stay still so that tech can remain well bid.

#Technology
Ark fans must not fear: Cathie Wood is back

1050 days ago

Is inflation transitory or permanent?

Bank of America ran a survey asking investors if they thought that the inflation was transitory or permanent. 72% of the surveyed investors believed that we are only experiencing a transitory inflation, while the rest thought that it was here to stay. While the Fed seems to believe in the first alternative, there are no significant certainty backing up this assumption. Portfolios will likely need to be adjusted to face a inflationary scenario and go for a more aggressive approach. 

#Macro
Is inflation transitory or permanent?

1051 days ago

Cryptos and commodities are not that popular anymore

Search activity for cryptocurrency and commodity has greatly diminished, after a peak in May. Call options have seen a popularity spike in the last weeks along with swing trading and bull spread. 

Cryptos and commodities are not that popular anymore

1059 days ago

Which themes will offer the highest risk-adjusted returns in 2021?

According to the Asset Allocation Survey 2021, which asked investors where to invest for profit this year, ESG, transformative technology and healthcare & biotech will be the top themes to offer superior risk-adjusted returns.

#Stocks
Which themes will offer the highest risk-adjusted returns in 2021?

1065 days ago

70% of stock pickers outperformed the Russell 1000 in May

According to Bank of America, this is one of the best month in history for active fund managers, as their strategies beat the overall market. February was even stronger, with 70.3% of stock pickers beating the market. These two months are now the strongest month in history since 2007. As a comparison, in the past 12 months, only one third of active managers had managed to beat the Russell 1000. 

#Stocks
70% of stock pickers outperformed the Russell 1000 in May
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