Search Results for: funds

All Money Market Funds Total Net Assets Investors currently hold $6.22 trillion in money market funds, a figure that is being interpreted as contrarian bullish for the stock market. Image: BofA Global Research

U.S. Federal Funds Effective Rate Less CPI To combat inflation, the Fed has raised interest rates aggressively to their highest level in years, resulting in the real federal funds rate reaching a post-GFC high. Image: Deutsche Bank Research

Fed Funds vs. VIX Taking into account the lag effect of Fed rate hikes on the U.S. economy, should investors expect the VIX to continue being elevated? Image: Deutsche Bank

Cumulative Flows to Crytocurrency Funds In 2024, unprecedented inflows into cryptocurrency funds signal a shift in sentiment, as both retail and institutional investors increasingly embrace digital assets. Image: Deutsche Bank Asset Allocation

Flows into Global Equity Funds Flows into global equity funds have accelerated in recent weeks, reflecting a growing appetite for riskier investments. Image: Goldman Sachs Global Investment Research

U.S. Domiciled Funds: Active vs. Passive as a % of Assets Under Management Passive accounts for 54% of all U.S. domiciled fund assets, highlighting the significant growth and popularity of passive investing strategies in recent years. Image: BofA US Equity & Quant Strategy

Hedge Funds – Net Buys Hedge funds continue to hit the sell button, resulting in significant outflows over the past 3 months. Image: BofA Securities

Flows by Year into Active vs. Passive Funds Passive funds are growing in popularity as investors prioritize lower fees, potential tax advantages, and doubt active fund managers’ ability to consistently outperform the market. As a result, active funds are facing capital outflows. Image: BofA US Equity & Quant Strategy

Hedge Funds’ Cyclical vs. Defensive Positioning During economic expansion, investors favor cyclicals over defensives. The current low hedge fund exposure to cyclical vs. defensive sectors may present a potential opportunity for contrarian investors. Image: BofA Global Research

Equity Funds Flows Fund flows are frequently viewed as a barometer of investor behavior and sentiment. The tech sector has sustained inflows year-to-date. 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