Share of Household Equities and Mutual Funds Owned by the Bottom 90% Chart showing that share of household equities and mutual funds owned by the bottom 90% has been counter-cyclical. Image: Goldman Sachs Global Investment Research
Weekly Net Flows into Bond Mutual Funds and ETFs Bond funds benefit from record inflows, reflecting investor fears about the coronavirus’s spread. Image: Financial Times
Vanguard and U.S. Mutual Funds Is Vanguard getting too big as a firm? What about its impact on corporate America? Image: Financial Times
Weekly Net Flows into Bond Mutual Funds and Exchange Traded Funds Bond funds posted record inflows as the Iranian crisis intensified. Image: Financial Times
Flows into ETFs and Mutual Funds (Passive vs. Active) Mutual funds exhibit persistent outflows explained by aging and fees, while inflows into ETFs continue to rise. Image: Arbor Research & Trading LLC
Cumulative Flows into U.S. Domiciled Mutual Funds and ETFs Are money-market funds flows a contrarian indicator? Image: Goldman Sachs Global Investment Research
Cumulative Mutual Fund + ETF Flows by Bull Market Cycle: Bonds vs. Equities Flows Is this the most hated bull market in history? Well, investors continue buying bonds. Image: ICI Mutual & ETF Flow
Mutual Fund Flows – Asset Allocation Funds since 2000 Dynamic/flexible and balanced funds saw significant outflows since 2018. It is obvious that many investors don’t have a long-term view. Image: Topdown Charts
Weekly Mutual and Exchange Traded Bond Fund Flows When investors are forced to sell to cover losses, this is liquidation. Image: Financial Times
Share of U.S. Equity Mutual Fund and ETF AUM Passive U.S. equity funds surpassed active ones in 2020. Investors prefer them due to their lower fees, potential tax benefits, and the belief that active fund managers cannot consistently outperform the market. Image: Goldman Sachs Global Investment Research
Flow of Funds Annual U.S. Treasury Purchases by Sector Money market mutual funds and the Fed will buy the vast majority of new Treasury supply in 2020. Image: Goldman Sachs Global Investment Research