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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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Europe FlowWatch - August 2014   Oct 7 2014
  During August, long-term Cross-Border and local European funds collectively gathered €29 billion in net new flows, about 40% less than last month. Bond products raised €14 billion, Mixed funds €9 billion, and Equity and ‘Other’ vehicles around €4 billion each. Guaranteed products suffered outflows of €0.8 billion.

 
 
Asia FlowWatch - August 2014   Oct 7 2014
  Local Asia (excluding existing funds in China, which report data on a quarterly basis) saw $14.8 billion in net long-term fund flows in August, of which $6.8 billion came from Japan. Hong Kong and China also attracted around $3.8 billion each. Equity funds led with $5.6 billion, followed by Bond products ($3.3 billion), Mixed vehicles ($2.8 billion), and Real Estate ($1.6 billion). ‘Other’ funds, including alternatives and guaranteed products, raised $1.5 billion this month.

 
 
ETF FlowWatch - August 2014   Oct 6 2014
 

 
 
Global FlowWatch - July 2014   Sep 23 2014
  Excluding money market programs, July marks the sixth consecutive month with over $100 billion of new money channeled into long-term funds. The July gains raised year-to-date net contribution of long-term programs by $115 billion to a total of $796 billion. Nearly 40% of total long-term contributions or $46 billion went to bond products. Equity and Mixed funds garnered around $25 billion each while 'other' funds received $19 billion. International cross-border products attracted the most new money and collected $42 billion, followed by the US ($27 billion), local Europe ($25 billion), and Asia ($11 billion) funds. Long-term fund flows in Canada and Brazil were moderate with single digit gains during July.

 
 
Asia FlowWatch - July 2014   Sep 10 2014
  Local Asia (excluding existing funds in China, which report data on a quarterly basis) saw $10.8 billion in net long-term fund flows in July, of which $8 billion came from Japan. Bond funds led with $4 billion: $3.3 billion inflows in Japan offset by $1.3 billion outflows in India after an increase on capital gains tax on bond funds. Real Estate products followed with $2.4 billion mainly from Japan, while Mixed vehicles and Equity funds each gathered at least $1.5 billion. Real Estate was the top selling category this month, collecting $2.4 billion in July and $12.3 billion YTD. Meanwhile, Equity Asia Pacific vehicles suffered outflows of $1.4 billion for the month, in contrast to $1.7 billion inflows in June.

 
 
Europe FlowWatch - July 2014   Sep 10 2014
  During July, long-term Cross-Border and local European funds collectively gathered €50 billion in net flows. Bond and mixed products led with €19 billion and €13 billion, respectively, followed by Equity products (€12.5 billion, 80% of the flows coming from the Cross-Border region) and Other vehicles (€7.5 billion). Guaranteed funds saw €2.2 billion in net redemptions for the month. At the category level, Bond Europe collected €12.5 billion, more than double that of last month and the highest recorded inflows for the category since it was tracked in 2005. Bond Global and Equity Asia Pacific also saw meaningful inflows of €7.6 billion and €5.6 billion. Meanwhile, Bond High Yield suffered outflows of €5.3 billion, the first month of net outflows since June 2013.

 
 
ETF FlowWatch - July 2014   Sep 9 2014