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 - May 2016   Jul 20 2016
  Globally, long-term mutual funds attracted nearly $29 billion in net flows during May. Bond products led all major asset classes by gathering approximately $38 billion, followed by “other” and mixed vehicles with nearly $30 billion collectively. On the contrary, equity funds suffered $40 billion in net redemptions, mostly from the U.S. At the regional level, Local Asia (excluding existing funds in China, which report assets on a quarterly basis) attracted the greatest amount of new investor money totaling $21 billion in net contributions. Canada, Local Europe, and Cross-border regions added about $14 billion combined. Meanwhile Latin America experienced flat net flows and the U.S. saw outflows of around $5 billion for the month.

 
 
Sub-Advisory Opportunities in Japan   Jul 15 2016
  Japan remains one of the most important markets in Asia for international asset managers. Throughout the 12-month period ending April 2016, Japan saw an inflow of over $35 billion from active long-term funds, which exclude money market funds as well as ETFs and index funds. Strategic Insight estimates that over $200 billion or about 25% of the total industry AUM is sub-advised by mostly international asset managers. Those estimates are based on our Simfund GL database, Morningstar holding data, and our proprietary research, which include only retail funds, but exclude institutional and other investment products.

 
 
Asia FlowWatch - May 2016   Jul 5 2016
  In May 2016, long-term funds in Asia (excluding existing funds in China, which report data on a quarterly basis) garnered $21 billion in net flows. Bond funds led with $10 billion, followed by equity, mixed and real estate products collecting approximately $3 billion each, while guaranteed programs and ‘Other’ funds added $1.7 billion and $0.7 billion in net new money, respectively. Bond Asia Pacific and Equity Asia Pacific were the top two selling categories, raising a respective $9 billion and $3 billion in net flows during May. In contrast, Bond Emerging Markets experienced close to $0.6 billion in net redemptions for the month.

 
 
Europe FlowWatch - May 2016   Jul 5 2016
  During the month of May, investors deposited a net €10 billion into long-term funds. Bond and ‘other’ products garnered the most new money at approximately €14 billion collectively. Meanwhile equity funds, the only asset class to experience redemptions during the month, suffered €10 billion in net outflows. At the category level, Bond Europe and Bond USD led with about €4 billion each in net new money, while Absolute Return followed with approximately €3 billion. As opposed to Equity Europe and Equity Asia Pacific funds which collectively experienced approximately €10 billion in net redemptions in May. Nordea’s 1 - Stable Return Bond Portfolio, an Absolute Return Multi-Asset fund domiciled in Luxembourg, was the bestselling product in the month with over €1 billion in net subscriptions.

 
 
ETF FlowWatch - May 2016   Jun 27 2016
  ETF net flows worldwide remained $9 billion during May 2016, matching the prior month’s net deposits. Bond products garnered over $8 billion in net new money, and commodity (mostly gold products) as well as other ETFs collectively added almost $6 billion, while equity products experienced net withdrawals of $5 billion for the month. ETF assets edged closer to $3.1 trillion globally. Mercer Investment Fund 6 M-1 EUR Hedged was the biggest ETF new launch in May, collecting $347 million in net flows. The fund was launched near the end of May and is domiciled in Ireland. This ETF invests in bonds worldwide and is hedged to the Euro.

 
 
Global FlowWatch - April 2016   Jun 17 2016
  Globally, long-term mutual funds gathered $56 billion in net inflows during April, approximately half of the March result. Bond products led all major asset classes by gathering $60 billion, followed by mixed and “other” vehicles with over $34 billion collectively. On the contrary, equity funds suffered $39 billion in net redemptions. At the regional level, Local Europe, International/Cross-Border, and Asia regions attracted a similar aggregate of new investor money totaling approximately $15 billion each in net contributions. The U.S. region added about $10 billion, while Latin America saw outflows of $1 billion for the month.

 
 
ETF FlowWatch - April 2016   Jun 6 2016
  ETF net flows worldwide slowed down significantly to $11 billion during April 2016, compared to $41 billion of net deposits in March. Equity products only saw $2 billion in net flows, suffering a decrease of $18 billion from the prior month, while bond products recorded $7 billion in net new money. ETF assets stood at almost $3.1 trillion globally. In the U.S., equity products took in a moderate $ 7 billion amid the recovery of the equity market. Equity US – Large Cap led with nearly $ 5 billion of inflows, followed by Bond USD at $ 4 billion. On the other hand, Bond USD – Short Term suffered net redemptions of $ 2 billion.