Beyond the January Effect

The net inflows were dramatically higher than the prior all-time monthly flows record of $58 billion reached nearly a decade ago in January 2004 (see “Mutual Fund Inflows Set Industry Record”). Strategic Insight, a business intelligence provider to the mutual fund industry, bases this estimate on January flows data provided by the Investment Company Institute and proprietary surveys of leading distributors and fund managers.   

In a video interview, Avi Nachmany, Director of Research at Strategic Insight, an Asset International company, addresses the spike in flows beyond the lens of the January effect—discussing other factors at play, including the post-election environment, state of the housing market, and more. Nachmany also offers his viewpoint on what this January surge means for the markets in the months to come.