Mutual Funds
Supply/Demand Considerations
New equity supply running $1.5 billion per week, with U.S. focus equity fund inflows now about $0.7 billion per week (no longer in balance).
Supply/Demand Considerations
Bond funds experienced new redemptions in March, but U.S. focus equity funds still experiencing significant inflows.
The Supply/Demand Outlook for Equities
New equity supply reached record levels in 1993, but in January the flow of new equity offerings dried up. Mutual fund flows not as strong as in January, but pretty close. International flow still strong.
1994 New Supply: Less Than Expected (So Far)
Don't expect to see net mutual fund redemptions yet. Public still expected to buy on weakness.
Mutual Fund Focus
It has been an incredible year for the fund industry, with unprecedented cash flows into all types of mutual funds.
View from the North Country
Long Term Investment Perspective...U.S. Equity Returns Over Next Decade Will Likely Be Below Average...Watch For A Derivative Debacle...ATM Investing
January: Wall Street Rakes It In
The S&P 500 should have been an easy mark In January, unless your portfolios were loaded down with "Oil Patch" stocks and/or "Health Care".
Perception for the Professional
March 2026 Issue
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March 2026 Issue
