Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors With investor allocation to equities at an all-time high, the market faces increased vulnerability to volatility and substantial losses, especially in the event of a downturn. Image: Goldman Sachs Global Investment Research
U.S. ETF and Mutual Fund Flows Investors continue to show a strong appetite for U.S. money market funds as a safe and attractive option amid ongoing market volatility and high short-term interest rates. Image: Goldman Sachs Global Investment Research
Hedge Fund and Mutual Fund Equity Exposure In a sign of optimism about the current economic climate, hedge funds and mutual funds have collectively increased their stakes in U.S. equities, which paints a picture of growing confidence in the U.S. stock market. Image: Goldman Sachs Global Investment Research
% of Large-Cap Mutual Funds Outperforming their Benchmarks With 51% of large-cap mutual funds beating their benchmarks year-to-date, surpassing the long-term average, it’s a positive sign. However, historically, most active funds have struggled to consistently beat their benchmarks. Image: Goldman Sachs Global Investment Research
Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM January has historically seen increased investor activity in equity markets, resulting in strong inflows, as the start of a new year often inspires renewed investment strategies and goals. Image: Goldman Sachs Global Investment Research
Flows into U.S. Equity ETFs and Mutual Funds Looks like U.S. equities hit the jackpot as they have experienced significant inflows recently, totaling $186 billion over the past nine weeks, marking the largest inflows on record. Image: Goldman Sachs Global Investment Research
U.S. Domiciled Mutual Funds While U.S. money market holdings remain historically low, equity allocations are high, reflecting a significant shift in investor behavior towards riskier assets in pursuit of higher returns. Image: Goldman Sachs Global Investment Research
Mutual Fund and ETF In/(Out)Flows Since 2023, cash has emerged as the flow winner. Will it serve as the primary driving force behind the bull markets in the months ahead? Image: Goldman Sachs Global Investment Research
U.S. Equity Mutual Funds – Cash and Liquid Assets Cash holdings of mutual funds are going down. Image: Goldman Sachs Global Investment Research
Equity Fund Flows Globally Including Mutual Funds and ETFs The month of May has seen inflows into equity funds globally, despite the negative headlines. Image: J.P. Morgan
3-Month Average Mutual Fund and ETF Flows and Real 10-Year U.S. Treasury Yield Flows into mutual funds and ETFs have been very strong. Image: Goldman Sachs Global Investment Research