Trends in Advisor Behavior During Market Volatility - Week of May 1, 2020
Last week was closer to "normal," if we define normal as 2019 and early 2018 trends. This week, trading activity and changes to client's goals and objectives were both down significantly. Less risky asset styles saw modest inflows and more risky assets flows were flat. Cash levels are still slightly high at 6% of investment accounts. There were no significant changes to style flows last week as flows of mutual funds and ETFs continue positive into fixed income and US growth styles, and negative in international and value styles.
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