2 Reports

SGOV

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The $2 Trillion Rotation: A Playbook for the Next Market Regime

The biggest money move in history is happening right now. $630 billion shifted in H1 2025 alone – that's tracking toward $2.1 trillion annually. The plot: Institutions dumped U.S. tech (-$130bn annual pace) and piled into European stocks (+$400bn pace), money markets ($1 trillion pace), and small-caps (+$125bn pace). Meanwhile, retail still holds 70% of mega-cap tech bags.
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Fixed Income ETF Portfolio Q3 2025: A Strategic Response to Fed Rate Cuts

The Federal Reserve is expected to deliver 50-75 basis points of cuts through the remainder of 2025, creating a more measured easing cycle than previously anticipated. This portfolio targets a 4.9% SEC yield while maintaining effective duration below 5 years and limiting maximum drawdown to acceptable levels for the adjusted rate environment.