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The Ebb and Flow

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer 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

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

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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