Group 1: Monthly Performance of US Public Funds - In June 2025, US equity funds outperformed international equity funds, bond funds, and asset allocation funds, with median returns of 4.48%, 3.59%, 1.10%, and 3.32% respectively [1][7][9]. Group 2: Fund Flows and Trends - In June 2025, the US fund market saw a net inflow of $696 billion into passive funds, while active funds experienced a net outflow of $231 billion [8][21]. - The total number of new funds established in June 2025 was 94, comprising 79 ETFs and 15 open-end funds, with 65 new equity funds, 21 bond funds, and 8 asset allocation funds [3][44]. Group 3: Insights from Leading Asset Management Firms - Key themes from leading asset management firms include the outlook on US macroeconomic conditions, stock market perspectives, and the impact of geopolitical events on inflation and investment strategies [4][46][49]. - Firms like PIMCO and Capital Group emphasize the importance of maintaining a balanced portfolio amid economic uncertainties and market volatility [49][50].
海外资管机构月报【国信金工】
量化藏经阁·2025-08-04 00:08