STANDARD • InvestmentNews • BULLISH (+7)
ETF inflows surge to near-record $178B in April as risk appetite roars back - InvestmentNews
ETF inflows reached near-record $178 billion in April, signaling a strong return of risk appetite across asset classes. The surge indicates institutional and retail investors are aggressively rotating back into risk assets after previous periods of caution.
Portfolio Implication
Consider reducing duration and credit quality overweights as flows may compress spreads and reduce relative value opportunities.