ETF Strategy Show me the money flows (Credit Suisse)

April 2014

KEYWORDS: ETFs, inflows, Emerging Markets, Equity markets, large cap, REITs

Authors:

Victor Lin

Organizations:
  • Credit Suisse

Summary:
  • ETF inflows totaled $4.8bn last week on the strength of $3.2bn of inflows into the Emerging Markets space.
  • U.S. equity flows were close to flat with large cap outflows of $1bn offset by inflows into small cap ETFs.
  • Biotech ETFs reversed recent sentiment and attracted $475mm of net new assets.
  • Downward trending rates led to strong demand for REITs and MLPs.

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