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. 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
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
The Rise of Passive Investing Net inflows into index-tracking U.S. mutual funds and ETFs rose by around 50% in the second quarter from a year earlier. Picture source: The Wall Street Journal
The Great Re-allocation from Equities to Bonds Continues Since the end of 2018, S&P 500 ETFs have seen outflows, while long Treasury ETFs have seen inflows. Picture source: Macrobond and Nordea
US Equity Market Sentiment and Relative ETF Flows Since 2018 This chart shows the correlation between US equity market sentiment and relative ETF flows recently. Inflow to US equity type ETF has picked up recently. Picture source: Nomura
