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 - April 2015   Jun 26 2015
  During the month of April, investors deposited a net $136 billion into long-term funds globally. Mixed funds led April contributions with $58 billion, followed by bond products at $47 billion, equity at $16 billion, and ‘others’ vehicles at $14 billion.

ETF FlowWatch - April 2015   Jun 9 2015
  After inflows of $37 billion in March, flows to ETFs worldwide totaled $18 billion in April 2015. Net deposits year-to date through April have reached $118 billion, and global AUM was just under $3 trillion at the end of the month.

Asia FlowWatch - April 2015   Jun 4 2015
  In April 2015, long-term funds in Asia (excluding existing funds in China, which report data on a quarterly basis) saw net inflows of $46 billion, of which $43 billion came from new fund sales in China. Mixed products led with $32 billion mostly from China, followed by equity ($7 billion), bond ($4 billion), and real estate products ($2 billion). ‘Other’ funds, including alternatives and guaranteed vehicles raised close to $1 billion this month. Mixed Flexible was the top selling category and garnered $30 billion, which was mainly driven by a regulatory redefinition of fund types: China’s CSRC in August 2014 raised the minimum holding of stocks from 60% to 80% for equity funds; in comparison, mixed flexible funds are allowed to allocate 0% - 95% of their assets to stocks, thus providing managers with higher flexibility to market changes.

Europe FlowWatch - April 2015   Jun 4 2015
  Investors in Europe deposited a net €54 billion into long-term funds in April, of which €24 billion came from cross-border products. Bond vehicles gathered the most new money at €24 billion, closely followed by mixed funds at €22 billion, and 'other' funds at €9 billion. Meanwhile, equity net flows were flat for the month.

Strong Start with a Nearly Record High of $435 billion in Q1 2015   May 28 2015
  The global mutual fund industry started very strongly in 2015, with Q1 attracting $435 billion of net new flows into long-term products, which exceeded the combined result of prior two quarters, just shy of the quarterly record of $470 billion achieved two years ago (Q1’13). Mixed and multi-asset funds, benefited from continued demand for income and yield, recorded the highest quarterly inflows of $115 billion for this asset class in Q1’15.

ETF FlowWatch - March 2015   May 20 2015
  Worldwide ETFs attracted $38 billion of inflows in March, bringing the total for the first quarter of 2015 to just shy of $100 billion. Global AUM stood at $2.9 trillion at the end of the month, an increase of $160 billion from December.

New Funds In Global Markets: Q1 2015   May 19 2015
  Long-term new funds in Asia, Europe, and Cross-Border markets gathered $81 billion in net flows during Q1’15. Asia continued to dominate new product development with 640 launches accounting for 65% of the total new fund flows for the quarter. New long-term product sales in Asia totaled $53 billion in Q1; $37 billion of which came from China, followed by Japan ($7 billion) and Thailand ($3 billion).