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US equity inflows cool on higher bond yields

Published 03/01/2025, 09:28 pm
Updated 03/01/2025, 09:38 pm
© Reuters. FILE PHOTO: A graph showing the movement of The Dow Jones Industrial Average (DJI) is displayed at The New York Stock Exchange (NYSE) in New York City, U.S., September 18, 2024. REUTERS/Andrew Kelly/File Photo
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(Reuters) - Inflows into U.S. equity funds fell sharply in the week through Jan. 1 hit by rising Treasury yields and year-end profit- taking, along with concerns about a slower pace of Federal Reserve rate reductions this year.

Data from LSEG Lipper indicated that U.S. equity funds received just $490 million worth of investments during the week, significantly smaller than the $20.46 billion in net purchases in the week before.

Last week, concerns over the outlook for mega-cap technology stocks increased as the U.S. 10-year Treasury yield climbed to 4.641%, its highest since May 2.

Despite impressive annual gains in 2024, with the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average rising 28.64%, 23.31%, and 12.88% respectively, all three indexes fell by over 1% this week as investors across sectors, took profits.

Investors bought U.S. large-cap and multi-cap funds of $5.43 billion and $844 million, respectively, but in contrast, pulled $1.67 billion and $485 million, respectively out of small-cap and mid-cap funds.

Sectoral funds witnessed a fifth successive week of outflow, valued at a net 2.55 billion. Industrials, tech and healthcare sectors, with $519 million, $385 million and $358 million in net selling, led outflows.

Concurrently, investors added a robust $54.59 billion worth of safer money market funds, the largest weekly net purchase in four weeks.

© Reuters. FILE PHOTO: A graph showing the movement of The Dow Jones Industrial Average (DJI) is displayed at The New York Stock Exchange (NYSE) in New York City, U.S., September 18, 2024. REUTERS/Andrew Kelly/File Photo

U.S. bond funds were under selling pressure for a third consecutive week, with investors divesting a net $493 million worth of these funds.

U.S. short-to-intermediate government & treasury funds segment, however, bucked the trend as it gained a net $1.35 billion worth of inflows, the highest in three months.

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