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 2015   Jul 22 2015
  In May, investors deposited a net $129 billion into long-term funds globally, bringing year to date flows to $708 billion, on track to set a new record for global fund flows. Mixed funds led May contributions with $74 billion, followed by equity and bond products at $19 billion each, and ‘others’ vehicles at $17 billion.

 
 
Asia FlowWatch - May 2015   Jul 6 2015
  In May 2015, long-term funds in Asia (excluding existing funds in China, which report data on a quarterly basis) attracted $72 billion in net inflows, of which $51 billion came from new fund launches in China. Mixed funds led with $45 billion (mainly from China), followed by equity ($16 billion), bond ($5 billion), and real estate products ($2 billion). ‘Other’ funds, including alternative and guaranteed products, together garnered close to $3 billion this month. Mixed Flexible was again the top selling category in the region, totaling $38 billion (mostly from China). Equity and Bond Asia Pacific added $12 billion and $5 billion, respectively.

 
 
Europe FlowWatch - May 2015   Jul 6 2015
  Investors in Europe deposited a net €35 billion into long-term funds in May, of which €17 billion originated from cross-border products. Mixed funds led the way collecting €20 billion in net new money, followed by 'other' funds at €10 billion, and bond products at €6 billion. Meanwhile, equity products experienced €1 billion in net redemptions for the month.

 
 
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.