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Investors tune out political noise in US and make diversified bets on global reflation

The first week of 2021 saw Democrats gain control of the US Senate, the death throes of Donald Trump’s presidency, over 4 million new COVID-19 cases reported worldwide and over 5 million anti-COVID vaccines administered, Saudi Arabia announce oil production cuts totaling 1 million barrels a day and China crack down on pro-democracy activists in Hong Kong. Investors, for the most part, looked ahead to better days with both US Equity and Bond Funds recording solid inflows, Global Equity Funds posting their 28th consecutive inflow and Global Bond Funds absorbing fresh money for the 36th time in the past 40 weeks.

In addition to taking a diversified approach to the hoped-for global reflation story, investors continue to pencil in higher inflation when it does materialize. Inflation Protected Bond Funds took in over $1 billion for the third time in the past six weeks as they recorded their 36th inflow since the beginning of 2Q20.

Emerging Markets Equity Funds, which carried a 15-week inflow streak into January, recorded their first outflow since mid-September as investors redeemed over $3 billion from China Equity Funds.

 

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