𝟭.𝐇𝐚𝐯𝐞 𝐦𝐮𝐭𝐮𝐚𝐥 𝐟𝐮𝐧𝐝 𝐟𝐥𝐨𝐰𝐬 𝐝𝐞𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿 ?
𝐘𝐄𝐒 – Year to date, equity and fixed income fund flows have seen a decrease of nearly 50% vs 2019 (Morningstar, end of Oct 2020).
𝟮.𝗜𝘀 𝟮𝟬𝟮𝟬 𝗮 𝗯𝗮𝗱 𝘆𝗲𝗮𝗿 𝗳𝗼𝗿 𝗲𝗾𝘂𝗶𝘁𝘆 𝗮𝗰𝘁𝗶𝘃𝗲 𝗳𝘂𝗻𝗱 𝗳𝗹𝗼𝘄𝘀 ?
𝗡𝗢 – Equity active funds are experiencing a strong rebound at €37bn compare to 2019 outflows of €58bn, while equity passive funds have halved compared to 2019 €42bn vs €81bn.
𝟯.𝗔𝗿𝗲 𝗳𝗶𝘅𝗲𝗱 I𝗻𝗰𝗼𝗺𝗲 𝗽𝗮𝘀𝘀𝗶𝘃𝗲 𝗳𝘂𝗻𝗱 𝗳𝗹𝗼𝘄𝘀 𝗺𝗼𝗿𝗲 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 𝘁𝗵𝗮𝗻 𝗮𝗰𝘁𝗶𝘃𝗲 𝘆𝘁𝗱 ?
𝐘𝐄𝐒 – Fixed income active funds are experiencing a strong decline, divided nearly by 4 at €62bn compare to 2019 inflows of €231bn, while fixed income passive funds have halved compared to 2019 at €49bn vs €94bn last year.
👉As shown above, a close look at overall industry flow data also gives important information about investor behavior and allocation decisions during specific circumstances. 𝐒𝐡𝐨𝐮𝐥𝐝𝐧’𝐭 𝐭𝐡𝐚𝐭 𝐝𝐞𝐬𝐞𝐫𝐯𝐞 𝐦𝐨𝐫𝐞 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐟𝐫𝐨𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐨𝐫 𝐢𝐧 𝐭𝐡𝐞 𝐩𝐫𝐞𝐬𝐬? 🤔
Marlene Hassine Konqui