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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 - October 2014   Dec 16 2014
  For the month of October, investors globally net deposited $54 billion into long-term funds, which brought estimated year-to-date net flows to $958 billion. US funds, including variable annuities, led the contributions collecting $27 billion in net new money during October, followed by Asia ($23 billion), Local Europe ($9 billion) and Canada ($2 billion), while flows into Latin America were virtually flat. However, cross-border funds experienced $6 billion in net redemptions, the first month of net outflows so far this year. Bond vehicles took in the most new money at $29 billion, and mixed/multi-asset as well as equity funds added $17 billion and $10 billion, respectively; meanwhile 'Other' funds saw $2 billion in net redemptions for the month

 
 
ETF FlowWatch - October 2014   Dec 10 2014
  Worldwide ETF assets surpassed $2.6 trillion in October, of which $1.9 trillion came from the US. ETF net flows reached $39 billion globally, five times more than the prior month: Bond and Equity ETFs each collected around $19 billion with the majority coming from the US, while ‘Other’ ETFs added $1.4 billion for the month.

 
 
Asia FlowWatch - October 2014   Dec 9 2014
  Local Asia (excluding existing funds in China, which report data on a quarterly basis) saw $23.2 billion in net long-term fund flows in October, of which $10.5 billion came from Japan. Equity funds led with $13 billion (half of the flows from Japan), followed by Bond products ($6 billion), and Mixed funds ($2.6 billion). 'Other' funds including Real Estate vehicles gathered $2 billion, while Guaranteed funds experienced slight outflows for the month. 

 
 
Europe FlowWatch - October 2014   Dec 9 2014
  During October, long-term Cross-Border and local European funds collectively gathered €2 billion in net flows – €6.7 billion gains in the local European markets were offset by €4.8 billion in net outflows from cross-border funds. Bond products collected the most new money at  €9.2 billion, followed by Mixed funds with €8.6 billion. Meanwhile, Guaranteed and Equity products saw €2.7 billion (mostly from local Europe) and €13.4 billion (75% from cross-border markets) in net redemptions, respectively. Net flows into ‘Other’ funds were flat for the month.

 
 
$200 Billion in Flow Gains Despite Investors’ Cautiousness   Nov 26 2014
  Mutual fund investors around the globe slowed down their net purchases of long-term funds to $200 billion during Q3’14, which was 45% lower than in the prior quarter but still on par with Q4’ 2013, and nearly 50% higher than the same quarter last year.

 
 
New Funds In Global Markets: Q3 2014   Nov 20 2014
  Long-term launches in Asia, Europe, and Cross-Border collected $58 billion during Q3 2014, split roughly 50-50 between Europe (including Cross-Border) and Asia. Income-oriented funds with distributions were notable best sellers among new introductions in all regions.

 
 
Global FlowWatch - September 2014   Nov 19 2014
  Investors worldwide deposited a modest US$10 billion into long-term funds for September 2014 bringing the year-to-date net flows to US$905 billion. Regionally, Local Europe garnered the most new money at US$11 billion, followed by Canada (US$4 billion), international cross-border markets (US$3 billion), and Latin America (US$2 billion). The long-term fund flows in the U.S. were flat, whereas Asia experienced US$10 billion in net redemptions during the month. Globally, mixed and multi-asset products gained US$22 billion in net flows, and ‘other’ funds including real estate and alternative investment products added US$3 billion; on the other hand, equity funds saw outflows of close to US$1 billion and bond funds at US$15 billion. Notably within the bond category, the Pimco Total Return fund in the U.S. was the largest contributor of outflows with US$24 billion in net redemptions during September.