FYI: I keep up to speed with fund flows – specifically ETF flows – because I think they give me a good sense of what my colleagues in the profession are doing and how investors are feeling about various asset classes / investment themes on a general basis. In the last month, it would appear that they have finally rediscovered the potential for international equities.
Regards,
Ted
http://thereformedbroker.com/2017/06/02/same-old-performance-chase/