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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.

Cumulative Net Flows into Passive and Active Equity Funds since 2005 Here is the cumulative net flows into passive and active equity funds from 2005 to 2019. Passive is indexes & ETFs. Until active equity funds drop fees, it will certainly continue.

Money Market Fund Assets After a Fed rate cut, U.S. money market funds usually see outflows within 12 months as investors realign their portfolios and manage risk in response to shifting interest rates and market conditions. Image: BofA Global Investment Strategy

Market – Net Buys by Sector Last week, ETFs recorded the largest inflows, while the tech sector saw the largest outflows from BofA’s private clients. Image: BofA Securities

U.S. Money Market Fund Assets vs. Federal Funds Effective Rate U.S. money market funds are sensitive to changes in interest rates, and historical trends indicate that they often experience outflows approximately 12 months after an initial Fed rate cut. Image: Real Investment Advice

Physical Gold Held by all Gold ETFs Globally Despite the rising price of gold, global gold ETFs saw significant outflows, contrasting sharply with central banks’ aggressive buying strategies. Image: J.P. Morgan

Global Stocks The value of global equities reached an all-time high of $125 trillion at the end of July 2024, driven by robust corporate earnings and investor confidence. Image: BofA Global Investment 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

U.S. Money Market Fund Assets Following a Fed rate cut, U.S. money market funds typically experience outflows 12 months later as investors adjust their portfolios and manage risk in response to changing interest rates and market conditions. Image: Goldman Sachs Global Investment Research

U.S. Equity Futures – Asset Managers U.S. equity futures positions of asset managers are extremely stretched, raising concerns about excessive optimism. Image: J.P. Morgan Flows and Liquidity Team