27.03.25 - Record fund flows

Funds recorded substantial inflows last week, marking a new milestone. According to a Bank of America survey, global funds attracted approximately USD 43.4 billion in assets over the five trading days. The bulk of the growth was driven by U.S. markets, while European equity funds saw record-breaking inflows of USD 4.3 billion - the highest on record.

Markets: Today, markets remain broadly under pressure, with widespread weakness across stocks, bonds, and cryptos. The only bright spot is commodities, where gold and industrial metals are showing gains.

My view: It is very interesting to see that a large crowd, including major investment houses, jumped in to buy the dip - after all, it is a strategy that worked well for a long time. However, those who follow my commentary know that I have consistently taken a different stance. I have made it clear that I do not share this view and will not join the mainstream this time.

Holding a contrarian view in moments like these is not that easy, but it is a key ingredient in successful investing. Staying true to your own perspective and strategy, even when the noise is loud and the crowd is moving in the opposite direction, often makes all the difference.

Since I began regularly sharing my views here on Market Insights, the market has largely moved in line with my expectations. This approach has well paid off in my portfolio, especially during periods of heightened volatility and when major indices are even trading in negative territory.

Become a member to access more valuable market updates like this.