Investors Vunerable As They Pile Into Crowded EM FX Trade

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Michelle deBoer-Jones
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Updated on

Flows were heavily shifted over to bonds last week as equities lagged. Government bonds in particular were hot last week, but one firm advises investors not to give up on stocks yet. While many may be preparing to practice the old adage “sell in May and go away,” Bank of America Merrill Lynch analysts say that wouldn’t be wise this year. Q1 hedge fund letters, conference, scoops etc In fact, they say investors have gotten so greedy that it seems many believe central banks “will never hike interest rates ever again.” Major bond flows In their “Flow Show” report dated…


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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.