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


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.

 
 
Europe FlowWatch - September 2014   Nov 7 2014
  During September, long-term Cross-Border and local European funds collectively gathered €11 billion in net new flows. Of the total, Cross-border funds raised €2.5 billion, the lowest amount since Aug 2013. In both regions, Mixed products led flows, collectively raising €12.9 billion, while Bond funds followed with €2.9 billion. On the other hand, Equity and Guaranteed vehicles suffered net redemptions of €4.1 billion and €1.2 billion,respectively.

 
 
Asia FlowWatch - September 2014   Nov 7 2014
  In September, long-term funds in Asia suffered nearly $10 billion in net redemptions, largely attributed to the $15 billion outflows from China. Excluding China, total net flows reached $5.3 billion in Asia. Real Estate products raised the most money with $2.6 billion (mainly from Japan), followed by Mixed funds ($1.8 billion), and Bond vehicles ($0.9 billion). Flows to ‘Other’ funds were relatively flat and offset by the slight redemptions from Equity and Guaranteed funds.

 
 
ETF FlowWatch - September 2014   Nov 4 2014
 

 
 
Global FlowWatch - August 2014   Oct 23 2014
  During August, investors deposited $98 billion net globally into long-term mutual funds. This brought the year-to-date total to $895 billion nearing 2013’s full-year result. Bond funds led the way collecting half of the August net flows or $49 billion, followed by equity and mixed vehicles attracting around $20 billion each, and “other” products including real estate and alternative investment funds garnered $11 billion. All regions recorded positive long-term fund flows this month, with the U.S. and Local Europe leading the contributions with $27 billion and $21 billion, respectively. Cross-border, Asian and Latin American regions each took in between $13 billion to $18 billion, while Canada added $4 billion for the month.

 
 
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.