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Jul 19, 2024

Cash left behind amid rapid market rotation?

Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.

Line chart showing money market funds assets under management growing steadily since January 2023, from $4.9 trillion to just over $6.1 trillion as of July 2024. While investors have been plowing money into cash, Treasury yields have stepped down -55 basis points since mid-April. Declining inflation readings suggest cash could also become less attractive.

U.S. middle market optimism outshines the world

This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.

Column chart showing the percentage of middle market firms by country that expect to generate higher profit growth over the next 12 months. U.S. middle market firms lead the way, with 70% of companies expecting higher profits compared a global average of 59%. Just 45% of firms in the European Union expect higher profits over the next 12 months compared to 56% of Asian Pacific firms, 58% of firms in the EMEA region and 63% of Latin American firms.

Charted territory: Playbook for a new stock-bond correlation regime

The positive correlation between stocks and bonds has broken a 20-year trend of low-maintenance diversification. We argue this is not a cyclical anomaly but the start of a new regime.

A black chess king piece stands upright on a red background, surrounded by several wooden blocks. Wooden blocks to the left of the chess piece have fallen over. Blocks to the right of the chess piece are standing upright. The image shows a challenging and strategic game.

Many advisors turn to alts to differentiate themselves

Allocating to alternative investments may help advisors set themselves apart and win new clients, according to an advisor survey.

Column chart showing advisors views on how allocating to alternative investments may benefit advisors. 83% of surveyed advisors think alts can help differentiate an advisor from their peers. 59% believe allocating to alts can help win new clients while just over half believe they can help gain wallet share from current clients.

Jun 13, 2024

By Troy Gayeski

Podcast

The Takeaway with Troy Gayeski: Too good to be true?

Our Chief Market Strategist shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a poor reason to hold on to cash.