Intuition

Seeing Caution in FA Peers Searches

For the past couple of weeks, advisor fund searches have been dominated by hot sectors like alternate energy, electric vehicles, and volatile biopharma spaces. While these categories remain in play, we saw a noticeable change in research pattern last week. FAs were more inclined to look at broader macro themes.

Retail Investors Eye Travel Stocks While Financial Advisors Shift to Clean Energy

In this Friday edition of Advisors in Focus, our focus turns to exchange traded funds and ETF categories that are seeing growing interest from both your clients and your colleagues. While we often highlight the most-read areas of the market over a set timeframe, today we look at the tickers and groups that have seen the highest percentage spike in search activity over the past two days by retail investors and financial advisors.

Financial Advisor Focus Shifts to International Markets Ahead of U.S. Elections

In this Wednesday edition of Advisors in Focus, our focus turns to tickers and groups that saw surging interest from your financial advisor colleagues to start the week. While we often highlight the most-read areas of the market over a set timeframe, today we look at the tickers and groups that have seen the highest percentage spike from the prior week, which helps us understand what is trending comparatively. For example, within the ETF category group, TrackStarIQ data shows that the highest ranking areas are outside of the United States: foreign large cap, emerging markets, Asia-Pacific, and China equities. Spiking interest in overseas markets tells us that financial advisors are actively seeking ETFs with exposure to international markets and perhaps making some asset allocation shifts ahead of the U.S. Presidential elections in a few weeks.

Financial Advisor Focus Shifts to International Markets Ahead of U.S. Elections

In this Wednesday edition of Advisors in Focus, our focus turns to tickers and groups that saw surging interest from your financial advisor colleagues to start the week. While we often highlight the most-read areas of the market over a set timeframe, today we look at the tickers and groups that have seen the highest percentage spike from the prior week, which helps us understand what is trending comparatively. For example, within the ETF category group, TrackStarIQ data shows that the highest ranking areas are outside of the United States: foreign large cap, emerging markets, Asia-Pacific, and China equities. Spiking interest in overseas markets tells us that financial advisors are actively seeking ETFs with exposure to international markets and perhaps making some asset allocation shifts ahead of the U.S. Presidential elections in a few weeks.

Time to Buy-the-Dip in Boeing?

In this Monday edition of Advisors In Focus, we open the workweek by highlighting the tickers and groups that saw the most interest from your colleagues last week. The list showcases what stocks and groups are trending and helps you better understand the areas of the financial markets that are seeing the greatest interest from other financial professionals. For example, based on the latest TrackStarIQ rankings, Boeing (BA) was the most read last week and the interest was likely tied to recent volatility in the stock. Shares dropped 7% Tuesday after the company cut its demand forecast for commercial airplanes, but has since recovered most of the loss on reports Alaska Airlines (ALK) is set to place an order for 737 Max aircrafts and amid hopes Congress will pass a relief package to help the ailing airline industry.

Retail Investors Eye Corvus Pharmaceuticals as the Next COVID-19 Play

In this Friday edition of Advisors in Focus, our focus turns to tickers and groups that saw surging interest from your clients and other retail investors in recent days. We often bring you the most searched tickers over a given timeframe. However, this edition highlights areas that have seen the highest percentage spike in the past two days, which showcases what stocks or groups are trending comparatively and helps you better understand areas of client interest. For example, maybe some of your clients have been asking you about Corvus Pharmaceuticals (CRVS) in recent days; the stock saw a surge of interest after rallying 40% earlier this week when the company released data from a study of CPI-006, a novel immunotherapy for patients with COVID-19.

Financial Advisors Warm Up to This Small-Cap Industrial Stock

In this midweek edition of Advisors in Focus, our focus turns to tickers and groups that saw surging interest from your financial advisor colleagues to start the week. We often bring you the most searched in a given timeframe but this edition shows you the tickers that have seen the highest percentage spike from the prior week showcasing what is trending comparatively. For example, Terex (TEX) experienced heavy traffic and became a widely read ticker after Monday’s Barron’s published a piece titled “Buy Terex Stock. Here’s Why It’s Barron’s Stock Pick This Week,” whereas last week TEX was hardly researched. While the report triggered a sharp uptick in shares of the Westport, CT construction-equipment company, the bullish commentary motivated a surge of research activity for the ticker as well.

What Company Will Win the Race for a COVID-19 Cure?

In this Monday edition of Advisors In Focus, we open the work week by highlighting the tickers and groups your fellow advisors and colleagues were researching with keen interest over the past 30 days, according to TrackStarIQ data. For example, based on the latest rankings, biotechnology remains the most read among industry groups and eight companies—such as Sorrento Therapeutics (SRNE) and Inovio (INO)—are in the top 20 most researched single stocks. The interest in companies that could potentially create vaccines and treatments for COVID-19 is part of an ongoing theme on Wall Street since late-March. The trend will likely continue this week with the President and other key figures of the government testing positive for the virus.

Why Investors Are Watching Aptorum After a One-Day 290% Surge

In this Friday edition of Advisors In Focus, we review what your clients are researching in order for you to understand their interests better, and, ultimately, to provide you with additional customer insights. This data is critical, not only as a sentiment barometer for where your clients may be investing but also another avenue to identify potential investment opportunities. For example, while COVID-19 stocks continue to see interest for obvious reasons, another name in the healthcare space has come to the surface: Aptorum (APM). The stock rallied 290% Tuesday after the biotech company, which makes novel technologies to treat infectious diseases, announced the launch of a liquid biopsy diagnostics subsidiary along with licensing agreements.

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