Informa Intelligence

With Trump’s tax proposal kicking the U.S. reflation story back into gear, industry and financial sector funds took in fresh money this past week. Gold funds posted their biggest weekly outflow since the beginning of the year.

Post French presidential election, weekly flows into European equities hit their highest level since 2015.

Still, despite better than expected growth in the first quarter, funds dedicated to China and Korea lost investors over the past week.

European equity funds took in the largest net inflows in 71 weeks after the French election pointed toward a more pro-business outcome.

Renewed interest in the U.S. reflation story did not move the needle for TIPs funds; it did rekindle investor interest in Bank Loan Funds, which extended an inflow streak begun in November.

Global and Asia funds grow despite political volatility.

While muted overall, gold and utilities had the biggest inflows last week.

Political turbulence around the world led to flows for a perceived safe place.

Flows to Developed Markets Equity Funds keep going into the second quarter.

The third week of April was full of political noise, but investors don’t seem to be listening.