"Private clients have been the primary driver of BofAML client flows into US stocks this year, with…

We think two opposing rotations may be playing out simultaneously. Since January this year Retail a…

2. Volumes are diversified, and not coming from Fixed Income – Indeed, TROW noted a broad based pic…

The sharp reversal – which appears to indicate that the retail investor is returning to the equity …

Meanwhile, oil funds lost 3.2 percent of assets under management, government bond funds shrank 0.3 …

From Bank of America's Michael Hartnett -- who has been really bullish on this idea of a "great rot…

"It's very rare in my career of over 20 years that a nucleus of people are all on the same side, bu…

“This is the most overbought market I have ever seen in my life in the business,” Fuss, 79, who ove…

UBS is planning a mass mailing to many of its brokerage clients alerting them that they have been r…

With stretched valuations and interest rate risk looming for high-yield, ex-growth stocks, the posi…

"Over the first 12 trading days of July (all data here from www.xtf.com, through Wednesday) investo…

Given expectations on Wall Street for a pickup in economic growth in 2013, along with fears that th…

This illustrates that the size of the outflow from equities in the past five years doesn't explain …

We've written a lot about one of the biggest catchphrases on Wall Street right now: the "Great Rota…

When asked about the "Great Rotation" in an interview with Bloomberg TV on Friday, PIMCO CEO Moha…

Moreover, household deposits nearly have doubled in the past decade to almost $9 trillion (see Figu…

Again, citing our empirical research, nothing has been as correlated with the equity market over th…

Also of note were outflows from BRICs equity funds, which were all the largest on record this past …

"According to Morgan Stanley's Pension and Endowment coverage group, the current average funding st…

Note the slight January uptick in money market fund flows. It seems likely that the expiration of u…