🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Investor Fund Flows Favoring Bonds And Not Equities

Published 08/07/2017, 12:44 AM
Updated 07/09/2023, 06:31 AM
VIX
-

The equity market has gone over a year without a pullback of at least 5% or more. The last 5% decline occurred in mid-June 2016 when, over a two week period, the market fell 5.5%. Even in the run up to the election last year, the equity market did not close down over 5%. This lack of volatility is showing up in popular volatility measures like the VIX, but the VIX may not be a good measure of expected future volatility. Also, this lower lower level of volatility has some strategists suggesting investor's have become to complacent about the equity market and have willingly taken on more equity exposure as a result.

A recent post by Dr. Ed Yardeni, Ph.D., and he puts out some great research, noted individual investors may have become too optimistic as well. In that post, Investors Hearing Call of the Wild, he included the below chart of U.S. equity ETF flows.

US Equity ETF Net Share Issuance

Fortunately, he does note in the post that 'some' of these ETF flows may have come from investors allocating dollars out of mutual funds. In fact ICI reports the total flow into U.S equities over the 12-month period ending in June is only $7.6 billion and not simply the $236.2 billion that flowed into ETFs. Nearly all of the equity flow came out of actively managed mutual funds. I do sense that investors going the passive route may be in for a surprise in the next market correction.

And finally, it should be noted that since the election last year, investors have placed more investment dollars into bond funds then stock funds. Additionally, over the course of the last five weeks ending July 26, 2017, investors have pulled $21.7 billion out of U.S. stock funds while world funds collected $28.3 billion. But still, bond funds have been the net favorite as flows total $36 billion over this same five week period.

Fund Flows

In conclusion, as the file in the just noted link above shows, nearly three times as many dollars have flowed into bond funds versus stocks funds since the beginning of 2015. Maybe the potential bubble is in bonds and not stocks.

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.