Weekly Fund Flows

Latest edition · September 4, 2026

Weekly Fund Flows Continued Japan Bond Fund Inflows

Global mutual fund flows stayed positive across equities (+$2.8bn) and fixed income (+$18.6bn) for the week ending September 2, 2026, while money market funds surged by +$30.0bn. A key feature was continuing inflows into Japanese bond funds from foreign and domestic investors, supporting a stronger Japanese Yen.

For the week ending September 2, 2026, global mutual fund flows remained positive in both equities (+$2.8bn) and fixed income (+$18.6bn). Equity inflows were subdued compared to recent weeks, dragged down by outflows from US equity funds (-$5.9bn) and EM funds (-$5.4bn, led by Mainland China and Taiwan), even as Japan equities attracted +$1.4bn. Fixed income saw robust demand, dominated by short-duration bond funds (+$11.9bn) and government bond funds (+$6.2bn). Notably, inflows into Japan bond funds continued to increase across both retail domestic and foreign investors, suggesting that rotation back into Japanese assets could underpin JPY strength.

Key takeaways from the latest edition

• 1.Inflows into Japan bond funds have increased from both domestic and foreign retail investors, signaling a potential repatriation rotation that could support a stronger Yen.
• 2.Global equity fund inflows moderated to +$3bn (from +$9bn the prior week), weighed down by net outflows from US funds (-$5.9bn) and Emerging Market funds (-$5.4bn).
• 3.Global fixed income inflows remained solid at +$18.6bn, led by heavy demand for short-duration products (+$11.9bn), government bonds (+$6.2bn), and money market funds (+$30.0bn).

What this series covers

• Continued Japan Bond Fund Inflows
• Global fund flows, week ending September 2
• Exhibit 1: Chart of the Week
• Global Fund Flow Trends
• Total Unhedged Foreign Flows By Country
• Net Unhedged Flows into US Equity Funds
• Fixed Income & Equity Flows
• FX Flows
• The G10 FX Strategy Team
• Disclosure Appendix

Edition archive

• Weekly Fund Flows Continued Japan Bond Fund Inflows

  September 4, 2026

• Weekly Fund Flows Long term US Bond Flows in Focus

  August 28, 2026

• Weekly Fund Flows KRW Sees Strong Inflows

  August 7, 2026

• Weekly Fund Flows Japan Flows in Focus

  July 24, 2026

• WEEKLY FUND FLOWS Energy Flows Come and Go

  July 6, 2026

• Weekly Fund Flows Convergence Currents

  June 12, 2026