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