S&P 500 Hitting 10 Records in August Emboldens Defensive Traders

Bloomberg2021-08-26

Stock volatility market sends cautious signals on risk-taking Amundi manager says time to hedge amid 5-7% correction risk A winning streak for the S&P 500 that has generated 10 record closes in ...

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5392efd1
2021-08-26
5392efd1
Like pls
sx2021
2021-08-26
sx2021
ceiling is high with inflation
OO_898
2021-08-26
OO_898
Like
DansonYong
2021-08-26
DansonYong
Ok
- ZStarWyvernZ:
  cool
- Jayden_Mok:
  good
- Otahman:
  Ok
Jseah
2021-08-26
Jseah
Like
- apoc88:
  ok
WtfLime
2021-08-26
WtfLime
Bruhh
- Jweikit:
  Nice

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Exchange-traded funds riding quant growth strategies are getting more cash this month than products betting on firms tied to the business cycle.\nThese are signs that risk-on investors are adding protective buffers as the delta variant spreads and Federal Reserve policy makers gather to discuss the tapering of stimulus at the Jackson Hole symposium.\n\nWhile the S&P closed at a fresh record Wednesday, recent data show the heady growth of the first half of the year is cooling, with a measure of U.S. business activity slowing to the weakest in eight months.\n“We are keeping committed to risky assets but with hedges in place because while macro-economic conditions are still resilient, there are issues that could hamper very high valuations,” Francesco Sandrini, senior multi-asset strategist at Amundi SA, said in an interview with Bloomberg TV. “We deem this environment very fragile. No doubt monetary conditions are affecting growth.”\nSandrini prefers credit as a hedge against the risk of a stock correction that he says could be between 5% and 7% in the short- to medium-term.\n“It will not be a very deep correction,” he said. “But it’s the time where we need to have some hedges in place.”\nTreasury benchmarks have rallied since the 10-year yield peaked at 1.77% in late March, with bond flows undeterred by a series of hotter-than-anticipated inflation reports.\nHaven assets may be set for much bigger gains, if chartists at Bank of America Corp. are right. In a report this week, they projected Treasuries are at the start of an uptrend that at the same time signals a bearish phase for growth-sensitive stocks, oil and copper. 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