"It's been all about bonds and safety" in ETF investing recently, says Todd Sohn, with over $140B heading into treasuries. He thinks that the inflows will be sticky even as the market recovers. Regardless of yield, he says bonds will be used as a safety play amid the banking sector woes. He talks about the weight of Apple (AAPL) & Microsoft (MSFT) in the S&P 500 and how investors can account for that concentration.
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