Good Morning,
Attached the most updated SSGA Chart Pack. There is a lot of good information in here, but below are a couple of slides I found interesting.
Flow Trends – while investors tended to flow into “safer” fixed income investments, this did not mean money was steering away from U.S. equities
U.S. Factor Trends – not surprisingly, there has been a positive shift toward low volatility and higher income sectors
Inflation – core inflation and expectations have moderated but labor costs rose to highest level since 2009
[Market Themes]
Peter Malone, CFA
Research Analyst
Direct: 617.226.0030
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109