Gold Fund Flows

Gold Fund Flows Investors are flooding into gold as fears of a global slowdown mount. Picture source: BofA Merrill Lynch

Global Bond Fund Flows

Global Bond Fund Flows Over the past 3 months, investors have injected $160bn into bond funds, fearing a global recession. Picture source: BofA Merrill Lynch

U.S. Government Bond Fund Flows

U.S. Government Bond Fund Flows Over the last six months, U.S. government bond fund flows have been the largest since 1985. Picture source: Goldman Sachs Global Investment Research

Fed Funds Rate Leads Money-Market Fund Inflows

Fed Funds Rate Leads Money-Market Fund Inflows The chart suggests that Fed funds rate leads money-market fund inflows by two years. Money-market fund inflows stop when risk becomes attractive again. Picture source: Oxford Economics, Macrobond

U.S. Active vs. Passive Fund Net Flows

U.S. Active vs. Passive Fund Net Flows Active mutual funds exhibits persistent outflows, while inflows into index-tracking U.S. mutual funds and ETFs continue to rise. Picture source: Bloomberg

S&P 500 vs. Cumulative Fund Flows

S&P 500 vs. Cumulative Fund Flows “History never repeats itself but it rhymes” said Mark Twain. This chart shows the same trend as for the 2016 period. Picture source: Topdown Charts

U.S. Bond ETFs Top Inflows Record

U.S. Bond ETFs Top Inflows Record In June, investors significantly increased their exposure to bond funds, as weak economic data fuels slowdown worries. U.S. bond ETFs inflows hit $25.4bn. Picture source: Financial Times

Equity Fund Flows at Record

Equity Fund Outflows at Record History tell us that equities rose significantly. Picture source: SunTrust IAG

Global Equity Fund Flows

Global Equity Fund Flows This great chart from Deutsche Bank shows that equity outflows over the last 6 months are now the largest on record. In 2011 and 2016, it was similar and equities rose significantly. Picture source: Deutsche Bank