Global Equity in Q4 2015

Over the course of 2015, global equity investment remained pretty stable. Not a whole lot seemed to change over the course of the first three quarters of the year.

In January, when we dove into quarter number three, we highlighted a few of the differences that did stand out, e.g., a shift in investor activity caused a few of the sectors to swap places in their rankings – Energy and Healthcare fell, Consumer Goods and Utilities posted inflows and rose; Europe’s purchasing activity suffered. But over the course of the year, such changes were few and far between.

Japan dominated 2015 – and 2014 – having maintained its spot as the leading region on a percentage basis ever since the end of 2013, with the exception of Q3 2014. And the buying momentum continued across all regions. Until the final quarter, that is.

The fourth quarter was a little different. Japan finally lost its stranglehold as the Middle East/Africa region’s inflow helped it surge to the top. And after four consecutive quarters of capital inflows across all regions, overall buying momentum finally slowed, with North America and Latin America security regions posting marginal outflows. Check out the full report for more on what went down in the fourth quarter of 2015.

The Global Equity Assets 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 Japan region and the Global Consumer Services sector, and includes features on the global money centers of London and Los Angeles/Pasadena.

The Global Equity Assets 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 Q4 2015 issue.