Funds Flows: New Strategy Leader?

Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”. However, since the middle of 2022 a new leader has emerged, Dividends, but why? As the rhetoric around interest rates and recession continues to ratchet up, positioning clients with a high-quality income approach may help to achieve better risk adjusted returns in a decelerating earnings environment.

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2-Year Cumulative ETF Fund Flows ($M)

Source: Bloomberg Finance LP. Data as of 02/28/2023.
Data retrieved 03/01/2023.

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