Gold vs. Bitcoin – YTD Cumulative ETF Flow as % of AUM Over the past month, flows have clearly favored Bitcoin over gold, driven by improved risk sentiment and strong technical momentum. Image: Goldman Sachs Global Investment Research
Equity Sector Flows Despite continued optimism about AI-driven growth in the medium term, the technology sector has recently experienced outflows. Image: J.P. Morgan Equity Derivatives Strategy
Cumulative Global Sector Fund Flows Strong inflows are continuing to bolster the technology sector, reflecting sustained bullish investor sentiment that supports the sector’s resilience and growth trajectory. Image: Deutsche Bank Asset Allocation
Weekly Bond Fund Flows Short-term bond funds are attracting substantial investor capital amid market volatility and economic uncertainty. Image: Deutsche Bank Asset Allocation
Crypto Fund Flows Crypto funds have seen a sharp rise in inflows, signaling growing investor optimism in the crypto market. Image: Deutsche Bank Asset Allocation
U.S. Bitcoin ETF Flows U.S. Bitcoin ETFs have experienced strong inflows. Bitcoin has rebounded over 20% from its early April low, surpassing $90,000. During this period, Bitcoin has significantly outperformed U.S. equities. Image: Bloomberg
Dow Jones Industrial Average vs. Smart Money Flow Index The Smart Money Flow Index currently suggests that the most probable short-term direction for the U.S. stock market is upward. Image: Paulsen Perspectives
Average Daily Equity ETF Flow vs. S&P 500 Performance Despite the S&P 500’s decline in Q1 2025, investors continued pouring money into equity ETFs, averaging nearly $3bn daily inflows—a sign of persistent appetite for U.S. equities amid volatility. Image: Strategas Research Partners
Monthly Fund Flows of Gold ETFs Gold funds have gained $12 billion in inflows over the past two months as record-high gold prices boost their appeal as a safe-haven asset in uncertain economic times. Image: Bloomberg
U.S. Equity Flows The S&P 500’s correction has not only affected market performance but also altered individual investors’ behavior, with many refraining from “buying the dip” due to increased caution amid economic and market uncertainties. Image: CNBC
Risky vs. Safe Assets Fund Flows The ongoing preference for safe assets over risky ones indicates investor wariness about market conditions and a focus on capital preservation in uncertain times. Image: Goldman Sachs Global Investment Research