
U.S. exceptionalism theme: What do global equity flows tell?
Investing.com -- The long standing theme of US exceptionalism in equities is showing signs of fatigue, according to Nomura, as global investors increasingly redirect capital toward Europe and emerging markets. High-frequency ETF data reflects a meaningful moderation in inflows into US-focused offshore-listed equity funds. Over the past 20 weeks, such funds have seen net outflows in 11 weeks, ...