Global Equity in Q3 2015

The last time we wrote about the Global Equity Assets Report, we covered the second quarter of 2015, and remarked on how nothing much had changed from the previous three months.

Today we’re delving into the GEAR for quarter three. Is it more of the same? Pretty much.

The purchasing momentum has carried over (again), Japan held the top spot (again), and Energy came in as the leading… wait a second. Energy posted outflows in three regions, which dropped the sector to the fifth spot in net investor activity (tied with Financials), behind Consumer Goods, Utilities, Healthcare (which has now fallen a spot in two consecutive quarters) and Basic Materials. In fact, Consumer Goods and Utilities were the only two sectors posting inflows across all regions during the quarter.

So what else changed over the course of July/August/September?

Let’s see… capital inflows increased worldwide (again), across all regions again. So that’s nothing new. And Japan kept chugging along as the leading region (again)… but its increase did drop to 1.8% from last quarter’s 3.9%! So that’s a little different. Ooh, and Europe, which was the runner-up in purchasing activity in quarter two, dipped all the way below North America, Latin America and Middle East/Africa, its 0.4% increase besting only Asia/Pac/ Ex. Japan’s paltry 0.1% bump. That’s some real change!

The Global Equity Asset Report delves deeper into worldwide investment activity, covering every region and sector each quarter. The latest issue also drills down into global investor activity in the North America region and the Healthcare sector, and includes features on the global money centers of Boston and Toronto.

The Global Equity Asset Report is published quarterly, and covers institutional investment across global money centers, countries, regions, and sectors. In an attempt to ensure that our data is as comprehensive and accurate as possible, the report pulls from a variety of sources, including publicly-disclosed information, collected from such sources as regulatory ownership filings (including SEC forms 13F/D/G), disclosures made by mutual funds / pension funds to their beneficiaries, registration statements, news releases, and other sources. It should be noted that regulatory filings and other ownership sources vary widely country-by-country as to their completeness and timeliness.

Read the entire GEAR Q3 2015 issue.