Back in July, we wrote about the Global Equity Assets Report for the first quarter of 2015. In that blog post, we discussed the fact that buying momentum had carried over from the fourth quarter of 2014, that Japan posted an increase and maintained its spot as the leading region – as it has been since the third quarter of 2013 (with the exception of one quarter, Q3 2014), and that Healthcare came in as the leading sector.
In today’s look at global equity activity in the second quarter of 2015, we see that not a whole lot has changed.
The months of April/May/June saw capital inflows increasing worldwide yet again, this time across all regions rather than just most of them. Japan kept chugging along as the leading region, posting a 3.9% increase – up from the first quarter’s 1.5% boost – with Europe again checking in in second place, again, this despite Greece’s economic turmoil.
Turning to the sectors, they saw similar results, as net inflows also increased, this time across all nine sectors, as opposed to only seven of nine (shout out to Star Trek!) last quarter. This time, Healthcare didn’t manage to hang onto pole position, despite its 2.4% boost in dollar value invested, as Energy took the top spot with a 1.7% uptick, driven by investment jumps from the Middle East/Africa (7.3%) and Europe (3.7%).
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 Asia/Pac Ex. Japan region and the Consumer Goods sector, and includes features on the global money centers of Philadelphia, PA/Wilmington, DE and Tokyo.
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.