Deutsche Bank Warns of Persistent Inflation Risks in 2025 
KiwiSaver shakeup: private asset investment has risks that could outweigh the rewards 
Home ownership is slipping out of reach. It’s time to rethink our fear of ‘forever renting’ 
China's Refining Industry Faces Major Shakeup Amid Challenges 
Do investment tax breaks work? A new study finds the evidence is ‘mixed at best’ 
Gold Hits Record High as Investors Eye Fed Chair Powell’s Speech on Tariffs 
AI-Driven Inflation Raises U.S. Consumer Prices, Goldman Sachs Says 
Investors value green labels — but not always for the right reasons 
Lufthansa Q1 Loss Narrows as Strong Summer Travel Demand Boosts Outlook 
U.S. Stock Futures Rise as Trump Takes Office, Corporate Earnings Awaited 
Continental AG Shares Jump After Q1 Profit Beats Expectations 
South Korea to End Short-Selling Ban as Financial Market Uncertainty Persists 
Gold is meant to be a ‘safe haven’ in uncertain times. Why is it crashing amid a war? 
Treasury Yields Dip as Dollar Gains Amid Fed Speculation 
Infineon Raises 2026 Outlook as AI Data Center Chip Demand Surges 
Hantavirus Cruise Ship Outbreak Triggers Global Health Alert 
Investors Brace for Market Moves as Trump Begins Second Term 
Bank of America Securities reported $1.1 billion in US equity inflows last week, marking a tenth consecutive week of buying. Private clients led the charge, with month-to-date inflows surpassing historical January averages as they heavily favored individual stocks over exchange-traded funds (ETFs).
ETFs saw significant outflows, the largest since January last year, even as private clients balanced their purchases between stocks and ETFs. Health Care and Financials stocks were top picks for private investors, with Financials experiencing their highest inflows since March 2023.
Institutional and hedge fund clients showed divergent behavior. Hedge funds remained net sellers for a sixth straight week, while institutional clients made modest net purchases after a week of selling.
Corporate buybacks increased slightly but remained below seasonal norms. Last year, corporate buybacks hit their highest levels since 2010, measured both in dollar terms and as a percentage of S&P 500 market capitalization.
Clients bought stocks across eight of the 11 sectors, with Communication Services and Health Care driving inflows. On the other hand, Consumer Staples, Industrials, and Utilities saw outflows.
In the ETF space, Real Estate and Consumer Discretionary ETFs drew the most inflows, while Financial and Technology ETFs faced notable outflows.
Bank of America's analysis highlights contrasting strategies among private, institutional, and hedge fund clients, reflecting diverse outlooks on market trends as January unfolds.
