U.S. Equity Fund Flows vs. Bonds and Cash

U.S. Equity Fund Flows vs. Bonds and Cash This chart puts into perspective the rotation from equities to bonds and cash, as investors become cautious about further growth. Image: Goldman Sachs Global Investment Research

U.S. Fund Flows

U.S. Fund Flows Chart showing the large divergence between flows into equity funds and those into cash and bonds. Image: Goldman Sachs Global Investment Research

Money Market Fund Flows and Probability of Recession

Money Market Fund Flows and Probability of Recession Investors move to safe assets by raising their cash holdings, like 2007/2008. This chart suggests that the probability of a recession in the next 12 months is high. Image: Goldman Sachs Global Investment Research

Global Equity – Global Bond Fund Flows

Global Equity – Global Bond Fund Flows In the past two weeks, investors have shifted from bonds to equities. Image: BofA Merrill Lynch Global Investment Strategy

Gold Fund Flows

Gold Fund Flows Investors are flooding into gold as fears of a global slowdown mount. Image: BofA Merrill Lynch

Global Bond Fund Flows

Global Bond Fund Flows Over the past 3 months, investors have injected $160bn into bond funds, fearing a global recession. Image: BofA Merrill Lynch

U.S. Government Bond Fund Flows

U.S. Government Bond Fund Flows Over the last six months, U.S. government bond fund flows have been the largest since 1985. Image: Goldman Sachs Global Investment Research

S&P 500 vs. Cumulative Fund Flows

S&P 500 vs. Cumulative Fund Flows “History never repeats itself but it rhymes” said Mark Twain. This chart shows the same trend as for the 2016 period. Image: Topdown Charts