Latest Strategic Insight Global Reports


Strategic Insight Global offers weekly commentary, analysis, and data on industry developments worldwide. Global reports are available only to SI Global clients.

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Global FlowWatch - February 2014 Results   Apr 18 2014
  Globally, long-term mutual funds saw strong demand in February with all regions recording positive flows, totaling $153 billion. Stock funds continued to lead the contributions garnering $58 billion, closely followed by bond products with $48 billion, while mixed and ‘other’ types of funds took in $29 billion and $17 billion in net flows, respectively. On a regional level, the US contributed the most with $70 billion, but cross-border international and local European funds together also attracted $61 billion in net new money. Local Asia and Canada each added roughly $10 billion, whereas fund flows in Brazil were flat for the month.

 
 
Asia FlowWatch - February 2014 Results   Apr 10 2014
  In February 2014, long-term funds in Asia (excluding existing funds in China, which report data on a quarterly basis) saw net inflows of $11 billion, of which $6.9 billion were contributed by equity strategies and $3.3 billion from bond funds. Japan, same as last month, led the contributions with $7.6 billion, followed by India and Thailand, collecting $2.5 billion and $1.7 billion in net flows, respectively. On the product level, three Japanese ETFs , Daiwa ETF Nikkei 225, Nomura Nikkei 225 ETF and Nomura Topix ETF collectively garnered $2.4 billion in new cash, while SCB Savings Fixed Income Open End, a local bond fund in Thailand, added $0.8 billion for the month.

 
 
Europe FlowWatch - February 2014 Results   Apr 10 2014
  During February, long-term funds in Cross-Border and local European markets together collected over €44 billion in net flows, up 60% from last month. Equity funds took in €14 billion, Bond funds €13 billion, and Mixed and ‘Other’ funds €12 billion and €5 billion, respectively. At the category level, European products led with €20.4 billion, of which €12.7 billion came from Equity vehicles and the remainder from Bond funds. Meanwhile, Emerging Market Equity and Bond, as well as Equity Asia Pacific products recorded outflows around €3 billion each. M&G Optimal Income, a Bond Global product, was the best-selling fund this month, collecting over €1 billion. Morgan Stanley Diversified Alpha Plus, an Alternative product, followed with €0.9 billion.

 
 
ETF FlowWatch - February 2014   Apr 3 2014
  Exchange Traded Funds FlowWatch report.

 
 
Global FlowWatch - January 2014 Results   Mar 25 2014
  January marked the seventh consecutive month of inflows to long-term funds, with investors globally adding $64 billion during the month. Equity and Mixed products comprised of the majority of long term fund flows with $28 billion and $19 billion, respectively. Bond funds collected $10 billion in January, the first inflows since July 2013, as some investors sought safety amid a slowdown in China as well as economic and politic concerns in some other emerging markets. On a regional level, international cross-border markets attracted the most inflows, totaling $24 billion, followed by the US ($20 billion) and local Asia ($16 billion). Local Europe and Canada each garnered around $6 billion in January, while Brazil saw over $8 billion in net redemptions for the month.

 
 
ETF Insights: Europe   Mar 12 2014
  As of December 2013 there were almost 1,900 exchange traded funds domiciled in Europe. Total assets have surpassed €300 billion, a 75% increase from 2009. Adoption of ETFs in Europe has so far lagged behind the US, but several developments – including changes in regulation, advisory models, and product demand – may converge to finally spur growth.

 
 
Asia FlowWatch - January 2014 Results   Mar 12 2014
  In January 2014, long-term funds in Asia (excluding existing funds in China, which report data on a quarterly basis) saw net inflows of $16.4 billion, of which $9.2 billion were contributed by equity strategies. Japan led the contributions with $12 billion, followed by China, India and Hong Kong each collecting at least $1 billion, while Singapore, Taiwan and the Philippines together suffered $1.3 billion in net outflows for the month. On the product level, ETFs topped the best seller list: Nomura NF Nikkei 225 Leveraged Index ETF and Nomura Nikkei 225 Exchange Traded Fund in Japan, collectively garnered $2.2 billion in net new cash, and Korea’s Samsung KODEX Leverage Derivatives ETF added $0.7 billion during January.