Avanza says September fund flows favor global equities as investors cut small-caps
Bitget2026/09/29 04:01- Avanza analysis flagged split September risk sentiment, driven by macro headlines, higher long-term yields, rising oil prices.
- Fund flows shifted toward broad equity exposure, with net buying in global funds, Sweden funds, emerging markets funds.
- Investors cut niche risk, with net selling in small-cap funds, green energy funds, real estate funds.
- Emerging markets inflows persisted despite renewed AI-sector concerns weighing at times on US indices.
- Europe, Sweden fund buying suggested dip-buying in lagging markets, with some rebalancing away from US-heavy global index exposure.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Is AI an engine or a killer? Morgan Stanley provides answers with data: productivity soars, but nearly 90% of the benefits are taken by 12 industries
Morgan Stanley stated that the productivity dividends from AI are concentrated in 12 highly exposed industries, with growth rates reaching twice the twenty-year average. For the first time, signs of job replacement have emerged.

Production Increase Falls Short, Layoffs First! Boeing (BA.US) Cuts 5% of Commercial Airplane Jobs, Delays 737 Monthly Production Target of 47 Aircraft to 2027
Stephanie Pope, head of Boeing's commercial airplanes division, informed employees in an internal memo on Monday that due to obstacles in increasing aircraft production, the division plans to cut 5% of its workforce.