BofAML: Global equities see $4.8bn inflows despite market carnage. YTD equity inflows $125bn, well ahead of bond inflows ($66bn)
LONDON, June 13 (Reuters) – Just as a month-long stock
market rout seems to have further trashed the concept of a
“Great Rotation” from bonds into equities, evidence is emerging
that institutional investors may have already begun such a
A strategic re-allocation back to higher-return stocks from
safe-haven but low-yielding bonds has been touted as one of the
biggest investment themes of 2013.