Hedge Fund and Mutual Fund Equity Exposure Hedge and mutual funds have increased equity allocations since 2023, signaling confidence in the stock market’s long-term potential and belief in equities’ ability to generate robust returns despite volatility. Image: Goldman Sachs Global Investment Research
Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Compared to historical standards, a 52% allocation to equities among investors is considered high, which increases the potential for volatility and losses, particularly during a market downturn. 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
Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM January has historically been characterized by increased investor activity in equity markets, leading to strong equity inflows, as the start of a new year often brings renewed investment strategies and goals. Image: Goldman Sachs Global Investment Research
% of Large-Cap Mutual Funds Outperforming their Benchmarks 70% of large-cap mutual funds have underperformed their benchmarks year-to-date, a cause for concern for investors seeking above-average returns from these funds. 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
U.S. ETF and Mutual Fund Flows Households remain risk-on. Image: Goldman Sachs Global Investment Research
% of Total Flows into Equity Mutual Funds and ETFs since 1996 Historically, January tends to see strong equity inflows. Image: Goldman Sachs Global Investment Research