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Ipreo Global Equity Assets Report “GEAR” – Q2 2017

The Global Equity Assets Report (GEAR) is a global view of institutional asset flows within and across the world’s major equity markets. The top-down view of asset flows can be used to inform investor relations strategy and help explain regional institutional ownership shifts in your own company and sector.

Download the PDF to find out more.

Ipreo Global Equity Assets Report “GEAR” – Q1 2017

The Global Equity Assets Report (GEAR) is a global view of institutional asset flows within and across the world’s major equity markets. The top-down view of asset flows can be used to inform investor relations strategy and help explain regional institutional ownership shifts in your own company and sector.

Download the PDF to find out more.

Ipreo Global Equity Assets Report “GEAR” – Q4 2016

The Global Equity Assets Report (GEAR) is a global view of institutional asset flows within and across the world’s major equity markets. The top-down view of asset flows can be used to inform investor relations strategy and help explain regional institutional ownership shifts in your own company and sector.

Download the PDF to find out more.

Ipreo Global Equity Assets Report “GEAR” – Q3 2016

The Global Equity Assets Report (GEAR) is a global view of institutional asset flows within and across the world’s major equity markets. The top-down view of asset flows can be used to inform investor relations strategy and help explain regional institutional ownership shifts in your own company and sector.

Download the PDF to find out more.

Ipreo Global Equity Assets Report “GEAR” – Q2 2016

The Global Equity Assets Report (GEAR) is a global view of institutional asset flows within and across the world’s major equity markets. The top-down view of asset flows can be used to inform investor relations strategy and help explain regional institutional ownership shifts in your own company and sector.

Download the PDF to find out more.

Ipreo Global Equity Assets Report “GEAR” – Q1 2016

The Global Equity Assets Report (GEAR) is a global view of institutional asset flows within and across the world’s major equity markets. The top-down view of asset flows can be used to inform investor relations strategy and help explain regional institutional ownership shifts in your own company and sector.

Download the PDF to find out more.

Ipreo Global Equity Assets Report “GEAR” – Q4 2015

Coming off a third quarter that saw positive net capital inflows by institutions across all security regions, the fourth quar ter of 2015 saw this momentum retreat slightly as the North America and Latin America security regions posted marginal outflows during the quarter. Moreover, equity flows into the Middle East/Africa region claimed the top spot from Japan in the fourth quarter, ending Japan’s four quarter streak at the to p, after posting an increase of 2.7% relative to the 1.6% posted by Japan. Specifically, securities in the North America region saw an outflow of 0.1%, while those in the Latin America region saw a marginal decline of less than 0.1%. Furthermore, the Middle East/Africa region notched the largest inflow of the quarter with an increase of 8.8% in North American securities, while the largest outflow came from Japan’s rotation out of Latin American securities.

Elsewhere, the Asia/Pacific region excluding Japan posted the largest increase in portfolio allocation (+0.5%), coming off a decrease of 1.3% in the prior quarter; the only other region to post an increase in portfolio allocation was Japan’s 0.2% increase. While most changes in allocation remained relatively modest, North America’s 0.3% drop was the largest across all regions.

Ipreo Global Equity Assets Report “GEAR” – Q2 2015

Institutions continued the buying momentum from Q1 to Q2 as all security regions recorded net capital inflows during the period. Japan took the top spot this quarter, posting a 3.9% increase and maintaining its position as the leading region on a percentage basis, a spot it has held since Q3 2013 aside from being overtaken by Asia/Pacific ex. Japan in Q3 2014. The increase for Japanese equities comes at a time that the country has seen an economic contraction following an expansion in the previous quarter, as the country continues its quantitative easing program. Separately, Europe reported the quarter’s second largest net gain with a 2.2% increase following the prior-period’s 1.2% uptick, despite economic turmoil in Greece. Meanwhile, North America saw a 0.3% net inflow as the Fed decided to hold rates near zero once again. In terms of dollar value change, North America had the only decrease with a 0.6% drop in value as Japan saw an impressive 6.2% increase.

Elsewhere, European equities had the largest portfolio allocation increase (+0.31%), while Asia/Pacific ex Japan took the second spot (+0.25%). North American equities saw the only decrease in portfolio allocation (-0.80%), while Middle East/Africa remained flat for the period.

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Ipreo Global Equity Assets Report “GEAR” – Q3 2015

Institutions continued the purchasing momentum from Q2 to Q3 as all security regions recorded net capital inflows during the period. Maintaining its position as the leading region on a percentage basis in terms of purchasing activity, Japan posted a 1.8% increase. Japan has held the top spot since Q3 2013 barring being overtaken by Asia/Pacific ex. Japan in Q3 2014. The increase for Japanese equities comes at a time that the country has seen a 0.3% GDP expansion following a contraction in the previous quarter, as the country continues its quantitative easing program. Elsewhere, North America reported the quarter’s second largest net gain with a 0.9% increase following the prior-period’s 0.3% gain amid broader market volatility. During the quarter, every region saw a descent in dollar value, with Latin America seeing the steepest decline (-25.6%), followed closely by Asia/Pac. Ex. Japan (-19.8%).

Meanwhile, North American equities had the largest portfolio allocation growth (+1.41%), while Europe was the runner up (+0.19%). All of the remaining regions witnessed decreases in portfolio allocation, with Asia/Pac Ex. Japan seeing the largest outflow (-1.32%).

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Ipreo Global Equity Assets Report “GEAR” – Q1 2015

Institutions continued the buying momentum from Q4 to Q1 as all security regions recorded net capital inflows during the period. Japan took the top spot this quarter, posting a 1.5% increase and maintaining its supremacy as the leading region on a percentage basis, a position it has held since Q3 2013 aside from being overtaken by Asia/Pacific ex. Japan in Q3 2014. The increase for Japanese equities comes at a time that the country saw an economic expansion following two consecutive quarters of economic contraction. Separately, Europe reported the quarter’s second largest net gain with a 1.2% increase following the prior-period’s soft 0.1% uptick, despite a struggling Greek economy. Meanwhile, North America saw a 0.4% net inflow as the U.S continues to await a rate hike from the Federal Reserve amid low unemployment and promising economic data. In terms of dollar value change, Latin America had a downtrodden period with a sharp 11.2% decrease in value as Japan saw an impressive 10.4% rise.

Elsewhere, Asia/Pacific ex. Japan had the largest portfolio allocation increase (+0.46%), following the prior period’s ascent (+0.41%). North America saw the largest decrease in portfolio allocation (-0.70%) while Latin America was the region with the second largest drop (-0.16%).

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