Morningstar’s Annual Global Asset Flows Report Shows Slowing Demand for Global Markets as 2016 Inflows Decrease

Investors turn to fixed income and money market category groups in 2016 looking for less risky assets

Morningstar 07/03/2017

CHICAGO, March 6, 2017—Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its fifth annual Global Asset Flows Report examining worldwide 2016 mutual fund and exchange-traded product (ETP) asset flows. Worldwide flows decreased to $728 billion in 2016 from $1 trillion in 2015, signaling slowing demand for global markets. The U.S. fund industry had new asset flows of $288 billion, an increase from $260 billion in 2015. Outside the United States, flows were mostly evenly distributed among the three other major regions analyzed by Morningstar: cross-border funds, which are available in multiple markets, Europe, and Asia, with flows of $138 billion, $103 billion, and $134 billion, respectively.

“2016 was a year of modest growth around the world, with heightened uncertainty due in part to extraordinary political events,” Alina Lamy, senior markets analyst for Morningstar, said. “Investors are reacting to this turbulent environment by going back to the basics, looking for less risky assets, positioning their portfolios in expectation of rising interest rates, or selling off equities after a significant run-up. More specifically, fixed-income strategies saw the largest flows globally in 2016 and commodity funds experienced a high organic growth rate, with the largest inflows going to the precious metals category.”

Highlights from Morningstar’s 2016 Global Asset Flows Report include:

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