Flujos: ¿hacia donde va el dinero?

Avatar de Usuario
Dalamar
Site Admin
Mensajes: 8966
Registrado: 09 May 2012 01:38

Flujos: ¿hacia donde va el dinero?

Mensajepor Dalamar » 11 Oct 2012 22:15

Money Flowing to Fixed Income Funds:

"fixed income funds significantly bested the hedge fund industry average of 1.3% for the past 12 months. Fixed Income funds also had the best 12-month returns at 7.1% and the second best y-t-d returns at 6.2%."

TrimTabs and BarclayHedge just released a report that in August, hedge funds saw $5.1 billion in inflows despite the fact that many continued to lag their benchmark indices in August.
¿Te ha gustado este hilo? Compartelo en las redes sociales para que se sume mas gente a la conversacion!

Avatar de Usuario
Dalamar
Site Admin
Mensajes: 8966
Registrado: 09 May 2012 01:38

Re: Flujos: ¿hacia donde va el dinero?

Mensajepor Dalamar » 07 Mar 2013 07:03

Equity fund flows are predictive of nothing, they've actually had a zero percent correlation to the S&P 500 over the last five years according to research I've seen from Credit Suisse.

But equity fund flows do dispel the "euphoria" myth, whereby it assumed that because the Dow is breaking new highs, the nation is deep in the throes of some kind of speculative mania. The truth is, the country is in no mood to celebrate and there is almost no "euphoria" to speak of. People are much more excited about the fact that their home value has stopped dropping, the stock portfolio is almost an afterthought.
Adjuntos
FlowsFunds.png
¿Te ha gustado este hilo? Compartelo en las redes sociales para que se sume mas gente a la conversacion!

Avatar de Usuario
Dalamar
Site Admin
Mensajes: 8966
Registrado: 09 May 2012 01:38

Re: Flujos: ¿hacia donde va el dinero?

Mensajepor Dalamar » 08 May 2014 17:48

Last year, the S&P 500 roared ahead 32%, including dividends, and while small investors should think about pulling back, the Wall Street Journal reports that in March, stocks accounted for 67% of employees’ new contributions to retirement portfolios, the highest since March of 2008.

So while the Dow is hitting all-time highs, retirement savers have their largest exposure to stocks in more than six years. In March, stocks made up 66% of the assets in the 401ks surveyed by Aon Hewitt, a company that tracks retirement accounts for over a million people at large corporations. That percentage is up considerably, from 48% in February 2009.

Many conservative investors regret earning nothing on their bond portfolios over the last five years, and now they’re piling in to make up lost ground. But keep in mind that when the stock market peaked the last time, in October 2007, investors put 69% of new 401k contributions into stocks—just in time for a catastrophe. The S&P 500 went on to lose 57% of its value by March 2009.
¿Te ha gustado este hilo? Compartelo en las redes sociales para que se sume mas gente a la conversacion!

Avatar de Usuario
Dalamar
Site Admin
Mensajes: 8966
Registrado: 09 May 2012 01:38

Re: Flujos: ¿hacia donde va el dinero?

Mensajepor Dalamar » 28 Dic 2014 14:59

Investors in U.S.-based funds poured $36.5 billion into stock funds in the latest weekly period, marking the biggest inflows on record as U.S. stocks surged to record highs, data from Thomson Reuters Lipper service showed on Friday.

The massive cash commitments for the week ended Dec. 24 were the biggest since Lipper’s records began in 1992. Investors pledged entirely to funds that specialize in U.S. stocks, which attracted $39 billion, while funds that invest in non-U.S.shares posted $2.5 billion in outflows.

The demand came from both retail and institutional investors, with stock mutual funds attracting $12.8 billion and stock exchange-traded funds attracting $23.7 billion.
¿Te ha gustado este hilo? Compartelo en las redes sociales para que se sume mas gente a la conversacion!


Volver a “Análisis contrarian”

cron

Ingresar