Fund Flow
October Mutual Fund Flows...$116 Billion Net Inflow Over Last Eight Months
What is driving hefty net redemptions in retail money market funds? You might be surprised.
September Mutual Fund Flows...Almost $100 Billion Net Inflow In Last 7 Months
Flow into equity mutual funds continues. Seven consecutive months of net inflow to U.S. focus equity funds, for a total of close to $100 billion.
Client Questions
Answering client questions on the economic recovery, bull market upside, valuations, Main Street and what could go wrong?
Into The Home Stretch…..2003
Octophobia 2003…..The stock market has nothing to fear but fear itself. The financial system is awash in liquidity, the economy stronger than anticipated and investor confidence is returning.
August Mutual Fund Flows...Right In The Comfort Zone
Past bear market recoveries typically saw Main Street investors sit on the sidelines as market conditions improved…..but not this time.
The Blind Stampede Into Bond Funds
Investor preference toward bond funds, chasing performance, may be left behind once again. Bonds not expected to generate very good returns from current levels based on historical analysis of returns.
Bond Market Summary
High Yield bonds rated marginally attractive after continued spread narrowing.
July Mutual Fund Flows...The Big Difference A Year Can Make
Main Street’s unexpected return to Wall Street. July marks fifth consecutive month of net inflows, now totaling nearly $60 billion YTD.
June Mutual Fund Flows...They’re Baaaack!
Unexpectedly, it seems that the public is coming back to the stock market. Best flow since May 2002. Typically, Main Street takes its time coming back to the party. Continued flow to mutual funds is stock market positive.
May Mutual Fund Flows...Net Inflow Continues
U.S. focus equity fund net inflow of $8 billion is estimated for May.
April Mutual Fund Flows...Equity Fund Flows Rebound
April’s net inflow total certainly benefited from improved market action, as well as 11th hour IRA contributions ahead of the April 15th deadline.
March Mutual Fund Flows...Fleeing Stocks, Chasing Bonds
Past history shows the market can recover in spite of an absence of Main Street support.
February Mutual Fund Flows...Investors Continue To Flee Stock Funds
U.S. focus equity fund net outflow of $13 billion is estimated for February.
Buying Opportunity At Hand
Buying opportunity at hand. Stock market professionals should be anticipating, not reacting. Today, I view current market malaise as a potentially outstanding buying opportunity.
January Mutual Fund Flows....Are January’s Net Redemptions An Omen?
If January’s net outflow is a precursor of what we might see during the balance of 2003, Main Street investors will miss a golden opportunity to invest during an early recovery phase of one of the greatest bear markets in history.
Answering Client Questions
Many of the questions in this month’s issue came from January client meetings in Texas.
December Mutual Fund Flows & 2002 Recap
December proved to be a fitting end to what is now the first net redemption year since 1988. Plus, a preview of the cash flow trends for all major asset categories (using our own December 2002 estimates).
The Year That Was
Remain bullish on the stock market, but don’t expect Main Street to be a major stock market factor in 2003. Today’s bull market expectations for the DJIA, S&P, and NASDAQ.
November Mutual Fund Flows
November’s moderately positive cash flow ends five consecutive months of net redemptions.
October Mutual Fund Flows
October’s weekly fund flow was interesting to watch because it really confirmed that Main Street’s investing patterns in past bear markets could be repeating in the latest cycle, at least so far.
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