本报告为高盛每周基金资金流向周报，覆盖截至9月30日当周全球资金流动情况。全球股票型基金录得净流入，主要由发达市场及中国基金推动，美国基金则持续净流出；新兴市场亦因中国基金带动而录得净流入。行业层面，科技类基金净流入规模最大，公用事业基金居次；近期资金流入韩国与台湾股票基金的速度有所放缓（本周图表主题即为台湾与韩国跨境股票累计流入走势）。全球固定收益基金资金流入总体保持稳健，政府债与市政债基金流入提供重要支撑，短久期、长久期及通胀保值债券基金均录得流入；新兴市场中硬通货债券基金持续净流出，而本币债券基金则录得净流入，货币市场基金资产下降。跨境外汇资金流向总体为正，发达市场表现稳健，美元与欧元需求最强，人民币与印度卢比需求疲弱拖累新兴市场整体表现。
Global fund flows, week ending September 30. Flows into mutual funds and related investment products were positive across both equities and fixed income. Global equity funds saw net inflows in the week ending September 30 (+$16bn vs -$10bn in the previous week). DM saw net inflows despite continued outflows from US funds. EM saw net inflows driven by China funds. At the sector level, technology funds saw the largest net inflows followed by utilities funds. The pace of equity inflows to Korea and Taiwan funds has seen a pullback in recent weeks (see Chart of the Week). Flows into global fixed income funds remained largely well-supported particularly from inflows to government and municipal bond funds. Short- and long-duration bond funds and inflation-protected bond funds saw inflows in the week ending September 30. In EM, hard-currency bond funds saw continued net outflows while local-currency bond funds saw net inflows. Money market fund assets decreased by $118bn. Cross-border FX flow