Equities were the big winners of the past week in terms of capital flows, while investment grade bonds continued to haemorrhage funds.
Tag Archives: emerging markets equities
Sentiment on the brink of a ‘buy’ signal in oversold market
Stocks were technically oversold, and sentiment was on the brink of a “buy” signal last week, when at the same time there were weekly inflows into European, US and Japanese equities, according to flows data.
Greece was seen as a ‘buy the dip’ case last week
Capital flows data show that Greece was seen as a “buy the dip” opportunity in Europe last week, before the results of a referendum on the eurozone bailout offer were known.
Grexit risk causes bond exit – the bond bubble is deflating
Money shifted from bonds into equities for the second week running as the Greek debt crisis deepened, in what may be the beginning of the end for the decades-old bond bubble.
Investment grade bonds see first outflows in 78 weeks
The first outflows in 78 weeks from investment grade bonds show how bad the “bond massacre” has been, according to a report about the most recent capital flows from Bank of America Merrill Lynch.
A ‘bond massacre’ before the Fed hikes interest rates
Capital flows showed a “bond massacre” is underway, with the largest weekly outflow from bond funds in 18 months, according to Bank of America Merrill Lynch.
Sentiment right in the middle between bullish and bearish
Equities saw their largest inflows in 11 weeks in the week that ended on June 3, with the contrarian “buy” signal triggered in early January still in place, data from Bank of America Merrill Lynch showed.
European equities get inflows after best earnings in years
Capital flowed back into stocks last week, with European equities the favourite destination in the developed world, after posting their best earnings season in years.
China stocks see the biggest inflows in 14 weeks
Chinese stocks saw their biggest inflows in 14 weeks last week, when emerging market equity funds saw their first inflows in five weeks, the latest data show.
European bonds, equities see first outflows in two years
European bonds and equities saw coordinated outflows for the first time since the 2013 “taper tantrum”, the latest data on capital flows show.