Our quarterly markets review digs into inflation risks and the impact of the Great Resignation.
February was a tough month for fund flows in general.
January fund flows set a new monthly record with taxable bond funds continuing to dominate.
Passive funds continued to rake in the assets last year, but active funds stemmed their outflows significantly.
Despite an ongoing U.S. stock market rally, investors favored taxable-bond and international-equity funds last year.
Taxable bond funds enjoyed the greatest inflows in November while U.S. equity funds remained in redemption.
U.S. equity funds saw inflows in October, but those flows were still well behind those going to international-equity and taxable bond.
Taxable bond funds remained popular last month, and the sector equity category group took a surprising second place.
Large growth, large value, and high yield weren't among the cool kids in August.
U.S. stock funds suffered outflows in July, due largely to redemptions from actively managed funds.
Better performance from active funds recently hasn't stemmed the flow of money into U.S. equity index funds.
Taxable bond funds maintain the overall top spot in terms of asset flows in April.
Intermediate-term bonds are gaining assets despite a rising interest-rate environment as investors continue to seek diversification and income.
These funds have been in positive-flow territory for four consecutive months, though taxable-bond funds continued to dominate the fund-flows story in February.
Our analysis of global asset flows in 2016 finds that investors embraced bonds, favored passive products, and sought low-cost options.
International-equity fund flows pick up, and bank loan funds find an audience.
Unlike on the equity side, actively managed fixed-income funds are still seeing net inflows of investors' dollars.
Intermediate-term bond funds remain popular kids, and emerging-markets funds get some attention, too.
Though most global indexes have rebounded after Brexit, outflows from international equity funds have worsened.
Elevated levels of uncertainty in the stock market are leading to sustained inflows into bonds, says Morningstar's Alina Lamy.
Brexit concerns prompt investors to redeem international equity funds, both active and passive, while taxable-bond funds bring in $15 billion and commodity inflows stage a comeback.
As Britain weighs the immigration, cost-benefit, and trade implications of E.U. membership, U.S. investors should check their risk exposure to Europe.
Although asset flows into these funds have been robust this year, be mindful of expenses and don't chase performance, warns Morningstar's Alina Lamy.
International-equity funds experience outflows, American Funds overtakes Fidelity in terms of assets, and the large-blend category enjoys inflows thanks to two funds.
Friday's retail sales report dispelled any notion that the consumer is afraid to spend, writes Morningstar's Bob Johnson.
Gains in hours worked and hourly wage rates offset some of the sting of slower employment growth.
Fund inflow data show that investors' preference for low-cost funds has been even stronger than expected.
The consumer-related categories have been the only engines really driving economic growth, writes Morningstar's Bob Johnson.
Fund flows during the first quarter revealed that investors moved from more defensive to higher-yielding bond funds, and flows into passive bond funds picked up.
Market participants are instead cheering a rise in oil prices and the fact that earnings season could be a lot worse.
Residential investment growth is likely to outpace business investment spending in 2016 for the second year in a row.
There is a striking difference between how flows were distributed a year ago versus today.
Meanwhile, outflows from active U.S. equity funds and inflows to passive funds continued.
Energy funds saw surprising inflows in January, but opportunistic investors should be mindful of the volatility and refrain from trying to time the market.
The exceptions: Momentum in muni-bond fund flows, and commodities funds show signs of life.
2015 saw the largest outflows from U.S. equity funds--driven by redemptions at actively managed funds--and the largest inflows to international-stock funds.
Continuing a year-long trend, investors poured money into international-equity funds in November.
Taxable-bond funds attracted more new assets in October than other fund types.