Global Asset Flows Stay Resilient Despite Tariff Jitters

Despite growing trade uncertainties, global equity funds attracted over $10 billion in net inflows last week, according to early data from fund trackers. Technology, AI, and thematic innovation funds accounted for the bulk of inflows, as investors bet on longer-term growth despite near-term macro risks.

The resilience in asset flows comes as a surprise to many, particularly given the intensifying rhetoric around trade tariffs and political instability. Analysts suggest that investors are choosing to ride out volatility by rotating into high-quality, secular-growth assets rather than exiting the market entirely.

Bond and money market funds also witnessed positive inflows, indicating a barbell strategy in portfolios. Institutional investors appear to be positioning for a mixed economic scenario, where protectionism weighs on manufacturing, but tech and services remain resilient. These flows may stabilize risk assets if geopolitical tensions ease.