Global Investors Hiding Out in the U.S.

An interesting look at year to date ETF flows from Bloomberg.  Nearly $56B inflows to the U.S. this year vs $17B outflows from Japan and Europe.  The PE on the S&P 500 has expanded from 17x to 19x this year, it appears a lot of investors are hiding out in the U.S.

Pick up out 21 Lehman Systemic Indicators Here

 

In Millions of U.S.

Country Netflow Netflow Flow%
Highest
United States ł +55,914 +3.1
Canada +3,519 +6.8
China +2,198 +2.3
United kingdom +1,660 +5.6
Brazil +723 +13.6
Australia +710 +5.9
Colombia +247 +26.6
Asia Pacific* +219 +2.9
Latam Region* +164 +10.6
Europe ex UK* +140 +3.3
Lowest
Russia -358 -6.1
Taiwan -369 -4.6
India -400 -2.8
Mexico -521 -11.8
Italy -700 -11.5
Spain -880 -23.5
Japan -1,208 -0.6
European Region* -3,683 -3.4
Germany -3,722 -8.5
Eurozone* -8,905 -5.0
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