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Friday Flows: Investors were not very sure of themselves this week. As it was the lightest flows week of the year so far. Equities were preferred over fixed income, but not by wide margins.
Friday Flows: Equities have returned in ETF flows over the last couple of weeks. After fixed income took in the lion's share of the flows over the first few weeks of the year. Investors are feeling frisky again.
2022 was a rough year in the public markets. The private REIT and private credit space gave my client's portfolios the non-correlated performance boost they needed. BREIT was positive in December and finished up 8.44% in 2022. Nuveen's GCR had it's worst month of the year, but finished up 7.9% on the year. BCRED was up again in December and was up 3.6% overall in 2022.
Does a roth conversion make sense for my financial plan? What are the advantages? What could go wrong? Like almost everything in financial planning, it's depends on your situation.
Friday Flows: Saturday edition. Fixed income ruled the first week of 2023. From a sector standpoint, it was mainly government bonds. And why not treasury yields are at 4.7 for almost anything under 1 year.
Friday Flows: Is this year over yet? I think that's how investors feel this week. Not really news worthy flow moves that suggest investors feel one way or another.
Why alternatives? Non-correlated performance to the public markets is the why. This year has shown how these investments can improve portfolio performance in the roughest of scenarios.
Friday Flows: Another week of investors taking risk off the table. Not only did Fixed Income lead the way overall, investors took money off the table all together.