Baseline Analytics Blog

Market risk assessment tools and tactical investment opportunities driven by curated financial insight

The Great Bond Shift Rolls On

The Investment Company Institute data show that investors have been shifting investments away from equity funds and into bond (and other defensive) investments.

David Fabian of FMD Capital Management suggests that an investor "should be closely evaluating your portfolio’s sensitivity to interest rates and potentially credit risk as well.  This task may uncover some areas that could use a little bit of fine-tuning."

Read David's report here.  

TrendFlex Credit Risk Signal Turns Down
TrendFlex Score & TrendFlex Signals for 9/2/2016

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