Global equity funds saw a fourth consecutive week of inflows through October 15, buoyed by expectations that the U.S. Federal Reserve will deliver a rate cut later this month after dovish remarks from Chair Jerome Powell.
💵 Flows Snapshot
- U.S. & Asia Equities: ≈ $1 billion each in weekly inflows
- Europe Equities: − $1.62 billion, ending a 10-week buying streak
- Sector Funds: + $6.61 billion ( + 50% week-over-week )
- Tech: + $1.91 billion
- Healthcare: + $1.38 billion
Meanwhile, bond fund inflows slowed to a 16-week low ( $7.97 billion ) even as investors rotated toward government debt (+ $3.22 billion – five-month high ). Money-market funds saw net outflows of $6.72 billion after a record $64 billion surge the prior week.
🥇 Commodities & EM Flows
- Gold & precious metals: + $2.83 billion → 20th inflow in 21 weeks
- Emerging Markets Equities: − $1.04 billion (ending 8-week buying streak)
- EM Bonds: + $2.38 billion in weekly inflows
🌐 Investor Mood: Cautiously Optimistic
Renewed U.S.–China trade tensions after comments from President Donald Trump weighed on sentiment, yet investors continue to position for a softer Fed stance and a potential global rally into Q4 2025.