跨资产流动与配置- 因 “错失恐惧症”(FOMO),资金流动呈 “拉锯” 状态-Cross-Asset Flows and Allocations-Fund Flows 'Yo-yo' on FOMO
October 20, 2025 10:24 PM GMT Cross-Asset Flows and Allocations M Global Idea Fund Flows: 'Yo-yo' on FOMO Avg weekly flows for month Weekly Flows to Commodities Funds (US$mm) Jan-2025 Mar-2025 May-2025 Jul-2025 Oct-2025 5,000 4,000 3,000 2,000 1,000 0 -1,000 -2,000 -3,000 Source: ICI, Haver Analytics, Morgan Stanley Research Morgan Stanley & Co. LLC Serena W Tang Strategist Serena.Tang@morganstanley.com +1 212 761-3380 Morgan Stanley India Company Private Limited+ Soham Sen Strategist Soham.Sen1@morganstanl ...