These themes and sectors could be winners in the second quarter, according to strategists' insight and recent trends.
The rally in growth and tech stocks in the first quarter caught much of Wall Street off-guard, but many ETF strategists are sticking to their call and not chasing the hot sectors quite yet. As the calendar turns to a new month and a new quarter, CNBC Pro took a look at some of the trends in ETF investing during the first three months of the year and whether they're likely to continue in coming months.
"Our base case is for a recession. I don't think that equities are really priced" for an economic downturn, Akullian said. Some of the most popular bond ETFs in the first quarter were short-term funds, which are affected less by the Federal Reserve's rate hikes. However, if the Fed stops tightening monetary policy soon and the yield curve flattens out, investors may rotate back into medium- and longer-dated funds.
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