Times of stock market volatility often bring on a round of capital rotations that many investors overlook, even though these can be among the most aggressive signals the market provides to the world about what the “smart money” wants to buy ahead of major global economic developments. In today’s uncertain environment, it appears that insiders have settled on the types of features they prefer for their portfolios moving forward.
This time around, the preference is set for both stable income (one that surpasses inflation rates and the benchmark bond yields) as well as relative stability in a business model and price action. Most investors would assume that these are mostly found in the real estate sector, and they would be right in doing so, leading them closer to where these insiders decided to buy.
