Equities Buying / selling intentions
Increase Hold Decrease Not use
These tables show the forward-looking buying and selling intentions of European fund selectors and asset allocators towards various equity strategies .
Europe : Sentiment continues to be positive despite a small dip . Considering how negative the asset class was in 2016 , it has attracted an impressive € 25bn net since Jan ‘ 17 - more than any other equity .
US : The most negative equity sentiments are reserved for the US , coinciding with a net outflow of € 7.5bn from Jan - Jul ‘ 17 .
Japan : Sentiment remains positive as do flows , with an average of € 1bn net going into these funds every month since April .
GEM & Asia ex Japan : 30-40 % of respondents are looking to buy more of each with GEM seeing € 14.8bn net flows since the start of the year
Frontier : Despite much lower usage than the traditional equities , overall sentiment is positive and most users want to hold .
Global equity funds : Around one in five are looking to buy more but the majority are happy with their allocations .
Fund flows data : Western Europedomiciled open-ended funds to end July
Global equity funds
100
European equities
100
80
60
40
20
0 Q3 ’ 14 Q3 ’ 15 Q3 ’ 16 Q3 ’ 17
Japanese equities
100
80
60
40
20
0 Q3 ’ 14 Q3 ’ 15 Q3 ’ 16 Q3 ’ 17
Asia ex Japan equities
100
US equities
100
80
60
40
20
0 Q3 ’ 14 Q3 ’ 15 Q3 ’ 16 Q3 ’ 17
GEM equities
100
80
60
40
20
0 Q3 ’ 14 Q3 ’ 15 Q3 ’ 16 Q3 ’ 17
Frontier market equities
100
80 80
80
60 60
60
40 40
40
20 20
20
0 |
Q3 ’ 15 Q3 ’ 16 Q3 ’ 17 |
0 |
Q3 ’ 14 Q3 ’ 15 Q3 ’ 16 Q3 ’ 17 |
0 |
Q3 ’ 14 Q3 ’ 15 Q3 ’ 16 Q3 ’ 17 |
6 | EI Fund selector asset class report