Passive Equity and Bond Funds vs. Active Equity and Bond Funds The popularity of passive investing through ETFs and index mutual funds has grown significantly since 2010. Image: Financial Times
U.S. Active vs. Passive Fund Net Flows Active mutual funds exhibit persistent outflows, while inflows into index-tracking U.S. mutual funds and ETFs continue to rise. Image: Bloomberg
Passive vs. Active Rolling 6-Month Flows Flows into passive mutual funds and ETFs continue to surpass those into active funds. This trend is driven by factors such as lower costs, strong performance, and the rise of ETFs. Image: Goldman Sachs Global Investment Research
Annual U.S. Treasury Purchases by Sector This chart suggests that the Fed and money market mutual funds will buy the vast majority of new Treasury supply this year. Image: Financial Times
U.S. Corporate Bond Market Risk It is different this time. Since the 2008 regulations change, corporate bond market-risk-taking has moved from banks to investors in mutual funds. Image: Swedbank Research
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. Image: The Wall Street Journal
Who Owns the Equity Market? Most of the equity market is owned by households and mutual funds. But ETFs and foreigners continue to gain share. Image: Bianco Research