Credit Suisse Sees Opportunity In Fund Flow Analysis

Monitoring Morningstar fund flows, a Credit Suisse research piece notes increasing volatility where, on a year over year basis, healthcare has benefited while value might be found in industrials, the report predicted, as Europe is finding interest over U.S. equity funds and U.S. bond interest is increasing.

Credit Suisse: Fund inflows are becoming more volatile as inequality between flows to Europe and U.S. emerges

Strong inflows were a “powerful” performance driver behind in US stocks of all sizes in 2013, and were behind 2014’s large cap rally, the Credit Suisse U.S. Equity Research team wrote in their monthly fund flow analysis published Nov. 10.

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