US stock inflows have reached $320 billion since last year, about ten times more than the Euro Area. In 2023 alone, equity fund flows exceeded $200 billion, doubling the previous year’s amount. The S&P 500 has surged 23% year-to-date, marking its best performance in 27 years, while the Euro Stoxx 50 and MSCI World ex USA Index have only increased by 10% and 8%, respectively.
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Investors are piling into US equity markets, 10X more than Euro! The S&P 500 has gone up 23% in 2024 alone marking the best performance in 27 years! Follow InvestGURU to learn more about investing and wealth management.
US stock inflows have reached $320 billion since last year, about ten times more than the Euro Area. In 2023 alone, equity fund flows exceeded $200 billion, doubling the previous year’s amount. The S&P 500 has surged 23% year-to-date, marking its best performance in 27 years, while the Euro Stoxx 50 and MSCI World ex USA Index have only increased by 10% and 8%, respectively.
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The Munro Global Growth Small & Mid Cap Fund returned 4.0% for the September quarter, underperforming the MSCI ACWI SMID Index by 1.3%, which returned 5.3%. The Fund has returned 44.0% since inception, outperforming the MSCI ACWI SMID Index which returned 21.3% over the same period. The September quarter proved to be a turbulent period for the stock market. July saw a resurgence of small-cap stocks, which outperformed their large-cap counterparts after years of lagging behind.
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🇺🇸🚨BREAKING: Cumulative US stock inflows have hit a whopping $320 billion since the beginning of last year, ~10 times MORE than in the Euro Area. This year alone, equity fund flows surpassed $200 billion and have already doubled the 2023 amount. This comes as the S&P 500 has rallied 23% year-to-date in its best performance in 27 years. By comparison, the Euro Stoxx 50 index, representing Euro Area stocks, is up just 10%. At the same time, the MSCI World ex USA Index has increased by a mere 8%. Investors are piling into US equity markets.
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The Nasdaq composite index has recently reached a new high, showcasing a remarkable performance in the face of disappointing earnings growth. Investors are increasingly focusing on the Federal Reserve’s potential shift towards slower interest rate hikes. This shift in focus has contributed to the Nasdaq index rising by 0.6%, reaching a value of 11,164.45. This […]
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Below chart shows the growth (or decline) of a $1,000 USD investment in various leading equity indexes from around the world. This data was sourced from Investing.com, and covers the 5-year period from April 1, 2019 to April 1, 2024. The NIFTY 50 is an index of the 50 largest and most actively traded Indian stocks. Similar to the S&P 500, it represents a range of industries and acts as a benchmark for investors to gauge the performance of the broader Indian stock market. https://lnkd.in/dTRMu-cK
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The Nasdaq composite index has recently reached a new high, showcasing a remarkable performance in the face of disappointing earnings growth. Investors are increasingly focusing on the Federal Reserve’s potential shift towards slower interest rate hikes. This shift in focus has contributed to the Nasdaq index rising by 0.6%, reaching a value of 11,164.45. This […]
Nasdaq Soars as Investors Hope for Lower Interest Rates! | US Newsper
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Over the last 10 years, the S&P 500 (IVV ETF) has compounded at 12.7% annually. Over the same period, non-US stocks (ACWX) have compounded at 4.0%. Some think this means non-US stocks are due for a big "catch up" trade, but consider the following: 1: Non-US stock markets are deeply underweight Technology. The sector's weighting in ACWX is 14%, versus 33% in the S&P 500. Europe (IEUR) is just 8% Tech, and Japan (EWJ) is just 15%. Emerging Markets (EEM) are better, with a 25% weighting, but a good chunk of that is Chinese Big Tech (9%). 2: Non-US stock markets are very overweight Financials. ACWX: 22%, Europe: 18%, Japan: 15%, EM: 22%. The S&P's weighting in the group is 12%, but 3 points of that is Visa, MasterCard and S&P Global (i.e., more Tech than true "Financial". 3: The dollar's continued reserve currency status allows the US to borrow its way into further economic growth. No, this is not ideal. But it remains an important issue when considering whether non-US stocks can keep up with domestic equities. Takeaway: For rest of world stocks to outperform over the next 3-5 years, something has to change. While cheap, ROW equities are underweight the most important group of the 21st century (Tech) and overweight a slow growth group (Financials). At DataTrek Research, we've been bullish on US large caps since we started the business 7 year ago. I don't see anything coming along to alter that view.
