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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ETF FlowWatch - May 2017   Jul 7 2017
  During May, worldwide ETFs accumulated $45 billion in net flows amid continued growth of the global stock markets. Equity ETFs led with $28 billion in net new money, followed by bond and commodity (mostly gold ETFs) garnering $15 billion and $2 billion, respectively. ETF assets set a new record and surpassed $4 trillion globally. ETFs in Europe garnered $12 billion of inflows, mainly driven equity products. European bond and commodity (mostly gold ETFs) products saw modest inflows of $3 billion and $1 billion, respectively. Meanwhile, ETFs in Asia received net subscriptions of $300 million due to large net redemptions of $1.2 billion from Alt– Leveraged/Inverse products. iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) was the largest ETF new launch in May, accumulating $519 million in net new money. The ETF is benchmarked to the MSCI Europe Mid Cap Index and is listed on the London Stock Exchange.

 
 
Global FlowWatch - May 2017   Jul 7 2017
 

 
 
Global FlowWatch - April 2017   Jun 20 2017
 

 
 
ETF FlowWatch - April 2017   Jun 12 2017
  ETF net flows worldwide recorded $41 billion in net flows during April 2017, a noticeable decrease of $27 billion from the previous month. Equity ETFs led with $25 billion in net new money, followed by bond and commodity (mostly gold ETFs) garnering $10 billion and $2 billion, respectively. ETF assets edged closer to $4 trillion globally.ETFs in Europe gathered $5 billion of inflows, while ETFs in Asia experienced net redemptions of $1 billion, primarily driven by large outflows of nearly $1 billion (mostly from institutional investors) in the Nomura NF Nikkei 225 Inverse Index ETF. Mackenzie Global High Yield Fixed Income ETF – MHYB was the largest ETF launch in April 2017, accumulating $133 million in net flows. The ETF is an addition to Mackenzie’s active fixed income line up and invests primarily in fixed income securities issued by companies or governments globally. The ETF is currently listed on the Aequitas NEO Exchange.

 
 
The Long-Term Mutual Fund Industry Recovers with Half a Trillion Dollars in Net Flows during 1Q 2017   Jun 5 2017
  After gaining $615 billion in net flows last year, the global mutual fund industry came back strongly in the first quarter of 2017, reaching nearly $0.5 trillion in net new cash into long-term mutual funds and ETFs in Asia, Cross-border, Europe and the U.S. Bond funds still led flow contributions, raising $264 billion in net subscriptions during the first three months of 2017. Yet, equity funds rebounded sharply and captured $142 billion of net new money in 1Q’17, the vast majority of which went to passively managed index funds and ETFs.

 
 
1Q 2017 - Asia, Local Europe and Cross-Border   May 22 2017
  Nearly $98 billion was invested into 1,561 newly launched long-term funds across Asia, Europe and Cross-border markets during 1Q’17. Asia continued to dominate new product development although net flows recorded in the region declined over the quarter, while new money deposited into local European new funds increased steadily. Products launched in local Europe gathered close to 27% of the quarter’s total new fund flows. In Asia, long-term product sales amounted to nearly $60 billion through 989 new launches during 1Q’17. Despite a 26% drop in net flows recorded among Chinese funds, China still dominated product development, attracting 69% of the region’s total new fund sales. This drastic slow-down allowed numerous other Asian countries to significantly increase their share of the market.

 
 
ETF FlowWatch - March 2017   May 8 2017
  In March, worldwide ETFs continued to rise with $68 billion in net flows, a slight increase of $3 billion from the previous month. Equity ETFs led with a $52 billion in net new money, followed by bond and commodity (mostly gold ETFs) accumulating $12 billion and $4 billion, respectively. ETFs assets set a new record and stood at nearly $3.9 trillion globally. In March, eight of the top 10 largest new ETFs launches were leveraged or inversed ETFs managed by China AMC and CSOP Asset Management (a joint venture between China Southern and Asset Management and OP Financial Investments Ltd.) The eight ETFs together totaled nearly $380 million in net flows in March, and are based in Hong Kong.