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The Ebb and Flow

Crews Bank & Trust Wealth Management Services Oct 27, 2022
Chart shows so far this year, this is the first time ever the total amount of investments in stocks and bonds shrank.

Contents

The following Chart of the Day from State Street Global Advisors shows the flow of funds in investments going all the way back to 2001.

In a nutshell:

  • So far this year, this is the first time ever the total amount of investments in stocks and bonds shrank. Quite simply, the investment left the market and went into banks in the form of bank deposits.

  • Funds continue to leave actively managed mutual funds, in teal, and have accelerated to the largest outflow ever.

  • Passive Exchange Traded Funds (aka ETFs), in dark blue, are the funds we use, and are one of the only ones that grew in size.

Though the transition out of actively managed mutual funds is long and slow, the chart demonstrates funds are moving toward ETFs, as the market realizes they are the superior investment vehicle.

 
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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