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Tech rally, AI excitement drive strong inflows into global equity funds

Published 03/01/2024, 05:04 AM
Updated 03/01/2024, 05:06 AM
© Reuters. FILE PHOTO: A street sign for Wall Street is seen outside the New York Stock Exchange (NYSE) in New York City, New York, U.S., July 19, 2021. REUTERS/Andrew Kelly//File Photo
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(Reuters) - Global equity funds drew substantial inflows in the seven days to Feb. 28, driven by a rally in stock markets and greater investor interest in technology stocks, particularly after Nvidia (NASDAQ:NVDA)'s strong earnings forecast and growing enthusiasm about artificial intelligence.

LSEG data showed investors bought a net $6.98 billion of global equity funds during the week, in contrast to net withdrawals the previous week of about $2.93 billion.

Last week, the MSCI World Stock Index hit a new record of 763.35, after Nvidia said it anticipated a significant increase in first-quarter revenue. The forecast briefly propelled Nvidia's market valuation to $2 trillion. By region, Asian funds lead inflows, drawing in a net $3.56 billion, the biggest weekly net purchase in four weeks. European and U.S. funds also drew about $2.52 billion and $196 million, respectively. Investors maintained focus on the technology sector, pouring in $1.35 billion for a seventh consecutive week of net buying. Other sectors, such as industrials and metals and mining, also saw positive inflows, with net purchases of $245 million and $219 million, respectively.

In the bond market, global bond funds continued to attract investors for the 10th consecutive week, drawing in $9.78 billion.

© Reuters. FILE PHOTO: A street sign for Wall Street is seen outside the New York Stock Exchange (NYSE) in New York City, New York, U.S., July 19, 2021. REUTERS/Andrew Kelly//File Photo

Government bond funds saw a fifth week of net inflows, amounting to roughly $1.79 billion. Medium-term USD bond funds and high yield funds also garnered significant interest, with inflows of $2.45 billion and $709 million respectively.

Money market funds saw their first weekly net purchase in three weeks, totalling about $27.17 billion. Among commodities, precious metal funds suffered outflows for a ninth successive week, amounting to $767 million on a net basis. Energy funds also had about $107 million worth of net selling. Data on 29,702 emerging market funds showed equity funds received a net $506 million, the biggest amount in a week since Dec. 27, 2023. Bond funds lost $328 million in a third consecutive week of net selling.

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