ETF Macro Insights: Feb 14, 2025
Astoria’s High Conviction Views January ETF flows were over 2x the normal average (most went into US large-cap funds). Why do investors keep pouring money into such equity ETFs despite record high valuations, Mag 7 concentration, and increasing asymmetric risks (i.e., deficit, tariffs, less rate cuts)? The US large-cap equity risk premium is near 20-year [...] The post ETF Macro Insights: Feb 14, 2025 appeared first on ETF Trends.
Astoria’s High Conviction Views January ETF flows were over 2x the normal average (most went into US large-cap funds). Why do investors keep pouring money into such equity ETFs despite record high valuations, Mag 7 concentration, and increasing asymmetric risks (i.e., deficit, tariffs, less rate cuts)? The US large-cap equity risk premium is near 20-year [...]
The post ETF Macro Insights: Feb 14, 2025 appeared first on ETF Trends.