Equity Flows vs. Equity Return

Equity Flows vs. Equity Return Goldman Sachs is mildly bullish, suggesting that the demand for equity from funds could increase this year and support the stock market. Image: Goldman Sachs Global Investment Research

U.S. Equity Flows and S&P 500

U.S. Equity Flows Chart showing that money is once again flowing slightly into equity funds and ETFs. Image: Fidelity Investments

U.S. Domiciled Funds: Active vs. Passive

U.S. Domiciled Funds: Active vs. Passive Record passive inflows suggest passive equity funds will surpass active in the coming years. Image: BofA Merrill Lynch US Equity & US Quant Strategy

Passive Over Active Funds

Passive Over Active Funds History suggests that investor outflows from active funds are smallest after periods of high policy uncertainty. Image: Goldman Sachs Global Investment Research

Passive Equity Fund Assets vs. Active

Passive Equity Fund Assets vs. Active Record passive inflows suggest passive equity funds will surpass active by 2022. Image: BofA Merrill Lynch

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. Image: Financial Times

50 Percent of US Stock Fund Assets Are Invested in Index Funds

50 Percent of US Stock Fund Assets Are Invested in Index Funds Until active equity funds drop fees, the flow into passive equity funds will certainly continue. But could markets become inefficient if everyone buys index funds? Image: Morningstar

Worst Start to Year for Equity Flows since 2008

Worst Start to Year for Equity Flows since 2008 Even if the S&P 500 is up 18% to date (best start to a year since 1987), it is the worst start to year for equity fund flows since 2008.