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.

All reports are in PDF format [download Acrobat Reader] | Register for access


ETF FlowWatch - September 2017   Nov 3 2017
  Worldwide ETFs recorded $39 billion in net flows during September 2017. Equity ETFs led with $26 billion in net new money, followed by bond and commodity (mostly gold ETFs) garnering almost $13 billion and $1 billion, respectively. ETF assets climbed to $4.442 trillion globally. In the U.S., Equity ETFs recorded $12 billion of net flows, pushed by Equity Global – Large Cap and Equity US – Mid/Small Cap, totaling a combined $8.7 billion for the month. Notably, Bond products gained $11 billion, mainly driven by $6.6 billion of net flows into Bond North America, while commodity (mostly gold ETFs) took in a moderate $1 billion. Nationwide Funds launched three ETFs, totaling $337 million in net new money. The three ETFs track indices developed by Rothschild Risk Based Investment LLC and TOBAM S.A.S that focus on volatility. The ETFs are currently listed on the NYSE Arca.

 
 
Global FlowWatch - September 2017   Nov 2 2017
 

 
 
Global FlowWatch - August 2017   Oct 10 2017
 

 
 
ETF FlowWatch - August 2017   Oct 5 2017
  ETF net flows worldwide recorded $47 billion in net flows during August 2017, a slight increase of $7 billion from the previous month. Equity ETFs led with $29 billion in net new money, followed by bond and commodity ETFs garnering $12 billion and $6 billion, respectively. ETF assets continued to rise and stood at $4.339 trillion globally. In the U.S., equity ETFs recorded $16 billion of net flows, while bond products gathered $9 billion in net new cash. Equity US – Large Cap and Equity Global – Large Cap attracted the most net subscriptions, totaling a combined $16.6 billion for the month. Commodity ETFs (mostly Gold and Alt-Volatility products) took in a moderate $4 billion. Transamerica, part of Aegon Group, launched four new ETFs, totaling $793 million in net new money. The ETFs are part of their DeltaShares lineup, tracks the S&P Managed Risk 2.0 Index Series and are currently listed on the NYSE.

 
 
Global FlowWatch - July 2017   Sep 6 2017
 

 
 
ETF FlowWatch - July 2017   Sep 6 2017
  ETF flows worldwide slowed down noticeably to $40 billion during July 2016, following $62 billion of net deposits in June. Equity products brought in majority of the net flows at $27 billion, while bond products added $14 billion. Commodity and other ETFs (mostly Alt- Leveraged/Inverse products) experienced net withdrawals of $2 billion. Global ETF assets rose to $4.274 trillion as of July 2017. The Ireland-domiciled iShares Diverisified Commodity SWAP UCITS USD ETF was the largest ETF new launch in July, attracting $521 million in net flows. The ETF seeks to track the performance of an index which offers indirect exposure to commodities through the use of a total return swap. The Fund is benchmarked to the Bloomberg Commodity (Total Return Index) and is listed on the London Stock Exchange.

 
 
2Q 2017 - Asia, Local Europe and Cross-Border   Aug 24 2017
  Across Asia, Europe and Cross-border markets, about $58 billion was deposited into 1,277 newly launched long-term funds. Net subscriptions into new Asian products dropped nearly 60% since 1Q’17. Across European and Cross-border markets, net sales also decelerated, but to a much smaller extent than in Asia. Combined, local Europe and international funds attracted $33 billion in net new flows, which represents 57% of the total new cash garnered across the three regions.