The ETF Portfolio Strategist: 12 Feb 2021

In this issue:

  • Stocks rise as Treasury yields tick higher
  • Is the tide finally turning in favor of global asset allocation?

Programming note: Starting with this issue, ETF-PS will separate reporting on our portfolio strategy benchmarks from the proprietary strategies, which will be updated in an upcoming issue.

Equities rally as the reflation trade starts to pinch bonds: US equities rose for a second week, based on Vanguard Total US Stock Market (VTI). The fund gained 1.7% at Friday’s close (Feb. 12), marking the first back-to-back weekly gain this year and propelling VTI to a new record high.

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