What happens to financial capital looking for a return? In this case, that financial capital is 10 Trillion dollars and, as US equity returns attest this year, those funds have been deployed in risk assets.
In this video FT’s John Authers speaks with Avi Nachmany, co-founder of Strategic Insight.
Charts from the video are below:
Flows into Passive funds and ETFs increasing
Cash in search of a return
Great Rotation Out of Bonds?