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The folks over at FUSE Research have been digging into the latest ETF trends. Most recently they explored scalability in the industry.
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The aging of the baby boomer generation, with a record number of Americans turning 65, signals a transformative era for financial advisors, highlighting an unprecedented opportunity in retirement and estate planning.
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In January 2024, the mutual fund industry witnessed notable shifts, with total assets climbing to $25.66 trillion, marking a 0.6% increase. This upward trajectory is a reflection of the broader market dynamics and investor sentiment.
ICI's January release discusses a granular analysis reveals a nuanced landscape. Long-term funds, including equity, hybrid, and bond funds, saw a net outflow of $21.08 billion, indicating a shift in investor preferences. Notably, bond funds bucked the trend with a significant inflow of $32.34 billion, showcasing investor appetite for perceived safer assets amidst volatility. This trend underscores a strategic pivot towards bonds, driven by market conditions and investor risk assessments.
The equity sector experienced outflows, with domestic equity funds and world equity funds registering decreases, suggesting a reevaluation of equity positions in portfolios. The hybrid funds also faced outflows, albeit marginally.
Money market funds emerged as a refuge for investors, with a robust inflow of $61.61 billion. This surge points to a heightened preference for liquidity, likely spurred by market uncertainties.
Impact on the mutual fund landscape
The mutual fund landscape is also marked by a slight contraction in the number of funds, reflecting consolidation and investor selectivity.
For mutual fund managers, these trends underscore the importance of adaptability and strategic repositioning. Embracing a dynamic approach in asset allocation and staying attuned to investor sentiments will be key to navigating the evolving market landscape.
This snapshot presents a vital perspective for mutual fund managers aiming to align their strategies with the latest market trends and investor preferences. As the industry navigates through these shifts, understanding these dynamics will be critical for sustaining growth and investor confidence.
Impact on managers
How are these trends impacting your firm? Good or bad, are you in a position to discuss? Whether you're in a media interview or a meeting with a client or prospect, yourself and other managers and key executives in your firm need to be prepared to discuss your philosopy and products in any market environment.
If you're not prepared - consider SunStar's Messaging Workshop & Media Training.
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Since 2021, the Securities and Exchange Commission (SEC) has been cracking down on “greenwashing,” a practice some companies use to make their company or products appear more environmentally sound than they are, or that are more driven by sustainability measures than they really are.
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Across the globe tremendous changes are taking place. From sustainability measures to the energy transition to the burgeoning role of AI.
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To best reach clients and prospects, financial advisors need to know where investors prefer to get their information and how they prefer to digest it.
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After a rollercoaster year like 2023 investors are looking to the experts for answers and direction.
The folks at Business Insider asked industry professionals what investment books they’re reading now – or plan to read this year. While the titles they recommend may not give away their strategies and “secret sauce,” they might give investors insights on navigating potential economic uncertainty in the days ahead.
Subscribers can read the full list.
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Yes, Virginia, there is a Santa Claus - rally!
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It seems you can’t turn on a radio or TV these days without hearing about Cryptocurrency.
Although it’s steadily gaining in popularity and becoming more mainstream, many remain leery. Morningstar recently posted an interview with Madeline Hume, Senior Researcher, author of Morningstar’s first Cryptocurrency Landscape Report.
During the interview Madeline debunked some of the myths surrounding cryptocurrency.
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March was another month of inflation growth – and some have feared a negative response.
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Each January, on the third Monday of the month, we celebrate Dr. Martin Luther King Jr.
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New Years resolutions don’t always have to pertain to your personal life – they can just as easily apply to your professional life.
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The market has been all over the place lately and it’s hard to guess what investors will do or why.
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Once again, instinctive investors sold and lost, while analytical investors bought the dip.