截至2026年9月16日当周,共同基金及相关投资产品在股票和固定收益两端均录得资金净流入。全球股票型基金净流入较前几周的平淡表现明显提速,当周流入约800亿美元,而前一周仅为约100亿美元。发达市场中,美国基金在连续数周净流出后转为净流入的主要驱动;新兴市场基金同样录得净流入,主要来自中国和台湾基金,韩国基金则为净流出。行业层面,科技基金净流入规模最大,其次为消费品和工业基金。全球固定收益基金流入维持稳健,各类型基金普遍录得流入,但投资级信用债基金已连续数周净流出;短久期债券基金和通胀保值债券基金持续获得流入,长久期基金当周流入也有所回升。新兴市场中,硬通货债券基金净流出,本币债券基金净流入。货币市场基金资产减少760亿美元。跨境外汇资金流总体为正,美元和欧元净需求最强,韩元为净流出。此外,美国与欧元区基金的累计外资流入均高于2024年趋势水平。
Flows into mutual funds and related investment products were positive across both equities and fixed income. Net flows into global equity funds saw a meaningful pickup in the week ending September 16 (+$80bn vs +$10bn in the previous week) after several weeks of more subdued inflows. Within DM, US funds drove the net inflows after several weeks of driving net outflows. EM funds also saw net inflows, driven by China and Taiwan funds while Korea funds saw net outflows. At the sector level, technology funds saw the largest net inflows followed by consumer goods and industrial funds. Flows into global fixed income funds remained well-supported from inflows across fund type, though IG credit funds have now seen several weeks of outflows. Short-duration bond funds and inflation-protected bond funds have seen sustained inflows, and long-duration funds also saw a pickup in net inflows in the week ending September 16. In EM, hard-currency bond funds saw net outflows while local-currency bond fu