The shift from deep outflows to aggressive buying was driven by evolving geopolitical and corporate factors.
: Technology, industrials, and metals/mining have been the primary beneficiaries of recent inflows.
: A two-week ceasefire in the Middle East conflict (beginning April 7) raised hopes for a permanent resolution and the reopening of the Strait of Hormuz .
: During the peak of the panic, money market funds saw inflows surge to $22.51 billion , an eight-week high. Investment Outlook & Strategy
: Upbeat earnings from major AI and semiconductor firms like TSMC and SK Hynix boosted risk appetite.
World Economic Outlook, April 2026: Global Economy in the Shadow of War