Stocks of video game retailer GameStop exploded in January 2021, effectively doubling in value on a daily basis. At the close of trading on January 27, GameStop Corporation's stock price reaching 86.88 U.S. dollars per share - or +134 percent compared to the day before. On December 30, 2020, the price was valued at 4.82 U.S. dollars per share. The cause of this dramatic increase is a concerted effort via social media to raise the value of the company's stock, intended to negatively affect professional investors planning to ‘short sell’ GameStop shares. As professional investors started moving away from GameStop the stock price began to fall, stabilizing at around 11-13 U.S. dollars in mid-February. However, stock prices unexpectedly doubled again on February 24, and continued to rise, reaching 66.25 U.S. dollars at the close of trade on March 10. The reasons for this second increase are not fully clear. At the close of trade on January 29, 2025, GameStop shares were trading at nearly 27.5 U.S. dollars. Who are GameStop? GameStop are a retailer of video games and associated merchandise headquartered in a suburbs of Dallas, Texas, but with stores throughout North America, Europe, Australia and New Zealand. As of February 2020 the group maintained just over 5,500 stores, variously under the GameStop, EB Games, ThinkGeek, and Micromania-Zing brands. The company's main revenue source in 2020 was hardware and accessories - a change from 2019, when software sales were the main source of revenue. While the company saw success in the decade up to 2016 (owing to the constant growth of the video game industry), GameStop experienced declining sales since because consumers increasingly purchased video games digitally. It is this continual decline, combined with the effect of the global coronavirus pandemic on traditional retail outlets, that led many institutional investors to see GameStop as a good opportunity for short selling. What is short selling? Short selling is where an investor effectively bets on a the price of a financial asset falling. To do this, an investor borrows shares (or some other asset) via an agreement that the same number of shares be returned at a future date. They can then sell the borrowed shares, and purchase the same number back once the price has fallen to make a profit. Obviously, this strategy only works when the share price does fall – otherwise the borrowed stocks need to be repurchased at a higher price, causing a loss. In the case of GameStop, a deliberate campaign was arranged via social media (particularly Reddit) for individuals to purchase GameStop shares, thus driving the price higher. As a result, some estimates place the loss to institutional investors in January 2021 alone at around 20 billion U.S. dollars. However, once many of these investors had 'closed out' their position by returning the shares they borrowed, demand for GameStop stock fell, leading to the price reduction seen early in early February. A similar dynamic was seen at the same time with the share price of U.S. cinema operator AMC.

The number of quarterly trades of Israeli online trading platform eToro dropped substantially between the first and fourth quarter of 2021, falling from around 210 million to 107 million. Most likely this was influenced by the hype around online trading associated with the campaign on social media in early 2021 to raise the price of several stocks that institutional investors had engaged in short selling, with the goal of raising stock prices so that said institutional investors would lose money on these transactions.

At the end of the fiscal year 2023, financial institutions, including insurance companies, investment trusts, and pension trusts, were the leading type of domestic investors in stocks in Japan, with stock holdings of around 291.1 trillion Japanese yen. Stock holdings of non-Japanese corporations and individuals amounted to 320.5 trillion yen. Tokyo Stock Exchange With a market capitalization of over 950 trillion Japanese yen and around 3.9 thousand constituents, the Tokyo Stock Exchange, operated by the Japan Exchange Group, is one of the largest stock exchanges in Asia and the world. In parallel to its reorganization in April 2022, a series of reforms were introduced to improve corporate governance of listed companies and make Japanese stocks more attractive to investors. Driven by global investors, the Nikkei 225 stock market index, Japan’s benchmark index, surpassed a 34 year-old record-high in February 2024. Private investors Stock holdings of individuals amounted to around 170.5 trillion yen in fiscal 2023. Japanese households hold a comparably large share of assets in cash and deposits. According to estimates, around 12 percent of the population were stock owners and equity and investment trusts accounted for around 19 percent of the financial assets of households. To boost private investment in stocks and bonds, an amended version of Japan’s tax-exempt investment scheme, Nippon Individual Savings Account (NISA), was launched in January 2024.

Price sensitivity to retail investor sentiment ∂P/∂SN when the information quality is high and the sentimental variation is large ().

Alternative investment products ranked highest both in terms of future demand and supply, according to a global survey among investors and investment providers conducted in 2021. According to the survey results, 61 percent of investment providers were planning to offer alternative investment products in the next two years. Meanwhile, 67 percent of investors were planning use this investment product more over the same period. Alternative investment products typically relate to investment outside traditional products such as stocks, bonds, and cash. Followed by recent economic trends, an increase in alternative asset popularity is not uncommon. Institutional, high-worth, and family firm investors all directly or indirectly invest in alternative assets during times of volatility as returns have a lower correlation to the standard asset classes such as bonds or stocks, generating revenue in times of lower yields.

As of January 2025, the Vanguard Group ranked second among global fund managers by assets under management (AUM). Rounding out the top three, Charles Schwab ranked third, managing fund assets totaling 7.32 trillion U.S. dollars. BlackRock was the largest fund manager, managing fund assets exceeding 11.48 trillion U.S. Types of investment funds. Investment funds are an important part of financial planning and investing. There are several different types of investment funds offered by fund managers, each with their own purpose and asset types. Mutual funds pool money from many investors and use that money to purchase a portfolio of stocks, bonds, and other securities. Index funds are a type of mutual fund that tracks a market index, like the S&P 500. Exchange-traded funds (ETFs) are a type of mutual fund, that is continuously traded on a stock exchange. ETFs often track market indexes or sectors. Real estate investment trusts (REITs) provide both retail and institutional investors with exposure to income-generating real estate assets such as office buildings, apartments and hotels, without having to fully invest in an individual property. The benefits of investment funds. The main advantage of investment funds is that they provide instant portfolio diversification. Rather than choosing just a few stocks or bonds, funds allow you to invest in a wide variety of different securities in one purchase. This helps reduce risk, as poor performance of one holding has less impact on the overall fund. Funds also provide access to professional management and research. Managers can take advantage of opportunities and insights that an individual investor may not have the ability to leverage. Finally, funds offer convenience. Investors won't be required to constantly rebalance portfolios. While costs and fees are a consideration, investment funds can be an excellent hands-off way for both retail and institutional investors to benefit from the market while spreading risk over many asset classes and securities.

South Korea Foreign Direct Investment Financial Flows: Outward: Total: Activities of Holding Companies data was reported at 4.146 USD bn in 2022. This records an increase from the previous number of 3.478 USD bn for 2021. South Korea Foreign Direct Investment Financial Flows: Outward: Total: Activities of Holding Companies data is updated yearly, averaging 1.438 USD bn from Dec 2013 (Median) to 2022, with 10 observations. The data reached an all-time high of 5.438 USD bn in 2013 and a record low of 479.315 USD mn in 2016. South Korea Foreign Direct Investment Financial Flows: Outward: Total: Activities of Holding Companies data remains active status in CEIC and is reported by Organisation for Economic Co-operation and Development. The data is categorized under Global Database’s South Korea – Table KR.OECD.FDI: Foreign Direct Investment Financial Flows: by Industry: OECD Member: Annual. Reverse investment: Netting of reverse investment in equity (when a direct investment enterprise acquires less than 10% equity ownership in its parent) and reverse investment in debt (when a direct investment enterprise extends a loan to its parent) is applied in the recording of total inward and outward FDI transactions and positions. Treatment of debt FDI transactions and positions between fellow enterprises: directional basis according to the residency of the ultimate controlling parent (extended directional principle). FDI transactions and positions by partner country and/or by industry are available excluding and including resident Special Purpose Entities (SPEs). The dataset 'FDI statistics by parner country and by industry - Summary' contains series excluding resident SPEs only. Valuation method used for listed inward and outward equity positions: Own funds at book value. Valuation method used for unlisted inward equity positions: Own funds at book value. Valuation method used for unlisted outward equity positions: Own funds at book value, Accumulation of FDI equity flows, Book values. Valuation method used for inward debt positions: Nominal value. Valuation method used for outward debt positions: Market value.; FDI statistics are available by geographic allocation, vis-à-vis single partner countries worldwide and geographical and economic zones aggregates. Partner country allocation can be subject to confidentiality restrictions. Geographic allocation of inward and outward FDI transactions and positions is according to the immediate counterparty. Intercompany debt between related financial intermediaries, including permanent debt, are excluded from FDI transactions and positions. Direct investment relationships are identified according to the criteria of the Framework for Direct Investment Relationship (FDIR). Fellow enterprises are partially covered in FDI transactions and positions. However given the reporting treshold, almost all of the value of transactions of fellows are covered in the statistics. Collective investment institutions are included as direct investment enterprises. Non-profit institutions serving households are included as direct investors (outward FDI transactions and positions). FDI statistics are available by industry sectors according to ISIC4 classification. Industry sector allocation can be subject to confidentiality restrictions. Inward FDI transactions and positions are allocated to the activity of the resident direct investment enterprise. Outward FDI transactions are allocated according to the activity of the non resident direct investment enterprise. Outward FDI positions are allocated according to the activity of the non resident direct investment enterprise. Statistical unit: Enterprise.

Slovakia SK: Foreign Direct Investment Position: Outward: Total: Activities of Holding Companies data was reported at 75.945 EUR mn in 2022. This records a decrease from the previous number of 89.627 EUR mn for 2021. Slovakia SK: Foreign Direct Investment Position: Outward: Total: Activities of Holding Companies data is updated yearly, averaging 89.627 EUR mn from Dec 2013 (Median) to 2022, with 9 observations. The data reached an all-time high of 336.701 EUR mn in 2013 and a record low of 67.254 EUR mn in 2017. Slovakia SK: Foreign Direct Investment Position: Outward: Total: Activities of Holding Companies data remains active status in CEIC and is reported by Organisation for Economic Co-operation and Development. The data is categorized under Global Database’s Slovakia – Table SK.OECD.FDI: Foreign Direct Investment Position: by Industry: OECD Member: Annual. Treatment of debt FDI transactions and positions between fellow enterprises: directional basis according to the residency of the ultimate controlling parent (extended directional principle). Resident Special Purpose Entities (SPEs) do not exist or are not significant and are recorded as zero in the FDI database. Valuation method used for listed inward and outward equity positions: Market value, Own funds at book value. Valuation method used for unlisted inward and outward equity positions: Own funds at book value. Valuation method used for inward and outward debt positions: Nominal value.; FDI statistics are available by geographic allocation, vis-à-vis single partner countries worldwide and geographical and economic zones aggregates. Partner country allocation can be subject to confidentiality restrictions. Geographic allocation of inward and outward FDI transactions and positions is according to the immediate counterparty. Intercompany debt between related financial intermediaries, including permanent debt, are excluded from FDI transactions and positions. Direct investment relationships are identified according to the criteria of the Framework for Direct Investment Relationships (FDIR) method. Debt between fellow enterprises are completely covered. Collective investment institutions are not covered as direct investment enterprises. Non-profit institutions serving households are covered as direct investors. FDI statistics are available by industry sectors according to ISIC4 classification. Industry sector allocation can be subject to confidentiality restrictions. Inward FDI transactions and positions are allocated to the activity of the resident direct investment enterprise. Outward FDI transactions are allocated according to the activity of the non resident direct investment enterprise. Outward FDI positions are allocated according to the activity of the non resident direct investment enterprise. Statistical unit: Unspecified.

Snapshot img

Mutual Funds Market Size 2025-2029

The mutual funds market size is forecast to increase by USD 85.5 trillion at a CAGR of 9.9% between 2024 and 2029.

The market, particularly in developing nations, is experiencing significant growth driven by increasing financial literacy, expanding middle class populations, and favorable regulatory environments. This trend is expected to continue as more individuals seek diversified investment opportunities to secure their financial future. However, this market growth comes with its challenges, primarily transaction risks. These risks, including market volatility, liquidity issues, and fraud, can significantly impact investors' confidence and asset values. To capitalize on this market opportunity, companies must prioritize risk management strategies, such as diversification, transparency, and regulatory compliance. Additionally, leveraging technology to streamline transactions, enhance security, and provide real-time information can help build trust and attract investors. Companies that effectively navigate these challenges and provide value-added services will be well-positioned to succeed in the evolving the market landscape.

What will be the Size of the Mutual Funds Market during the forecast period?

Request Free SampleThe mutual fund industry continues to be a significant player in the global investment landscape, with digital penetration driving growth and accessibility. Systematic investment plans, including mutual funds, have gained popularity among small investors seeking diversified investment opportunities. The mutual fund market encompasses various categories, such as equity funds, money market funds, bond funds, index funds, and hedge funds. Equity strategies dominate the fund portfolio of many investors, reflecting the appeal of stocks for potential capital appreciation. Insurance companies also play a crucial role in the industry, offering investment products to both retail and institutional clients. The investment fund industry has witnessed a in investment, particularly among small fund savers, drawn to the convenience of portfolio management services. Short-term debt funds cater to those seeking lower risk and liquidity. Overall, the mutual fund market is poised for continued expansion, driven by the increasing demand for efficient investment solutions.

How is this Mutual Funds Industry segmented?

The mutual funds industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD trillion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments. TypeStock fundsBond fundsMoney market fundsHybrid fundsDistribution ChannelAdvice channelRetirement plan channelInstitutional channelDirect channelSupermarket channelGeographyNorth AmericaUSCanadaEuropeFranceGermanyItalySpainUKAPACAustraliaChinaIndiaSouth AmericaMiddle East and Africa

By Type Insights

The stock funds segment is estimated to witness significant growth during the forecast period.Mutual funds are investment vehicles that pool together funds from various investors to purchase a diversified portfolio of securities, primarily stocks. These funds come in various categories, including equity, income, index, sector, bond, money market, commodity, and fund of funds. Equity funds invest in corporate stocks, with growth funds focusing on high-growth stocks and income funds prioritizing dividend-paying stocks. Index funds mirror a specific market index, while sector funds invest in a particular industry sector. Stock mutual funds can also be categorized based on the size of the companies in which they invest, such as large-cap, mid-cap, and small-cap funds. Institutional and retail investors, including individual investors, financial advisors, and robo-advisors, utilize mutual funds for retirement planning, risk management, and diversification strategies. The mutual fund industry has seen significant growth, driven by digital penetration, systematic investment plans, and the increasing popularity of exchange-traded funds (ETFs) and index funds. The asset base under management (AUM) of the investment fund industry is expected to expand due to the increasing number of demat CDSL and NSDL accounts, SIP accounts, and small town investors. Debt-oriented schemes and sustainable strategy segments, such as ESG Integration Funds, Negative Screening Funds, and Impact Funds, are also gaining popularity. The mutual fund industry is subject to regulatory compliance and tax efficiency, offering investors capital appreciation, liquidity benefits, and professional management. The capital market environment is influenced by factors such as market volatility, equity exposure, fixed income, and long-term returns. Mutual fund providers offer portfolio management services, fair pricing, and various investment plans to cater to different risk tolerances and inve

Slovakia SK: Foreign Direct Investment Position: Outward: USD: Total: Activities of Holding Companies data was reported at 80.999 USD mn in 2022. This records a decrease from the previous number of 101.514 USD mn for 2021. Slovakia SK: Foreign Direct Investment Position: Outward: USD: Total: Activities of Holding Companies data is updated yearly, averaging 103.204 USD mn from Dec 2013 (Median) to 2022, with 9 observations. The data reached an all-time high of 464.351 USD mn in 2013 and a record low of 80.660 USD mn in 2017. Slovakia SK: Foreign Direct Investment Position: Outward: USD: Total: Activities of Holding Companies data remains active status in CEIC and is reported by Organisation for Economic Co-operation and Development. The data is categorized under Global Database’s Slovakia – Table SK.OECD.FDI: Foreign Direct Investment Position: USD: by Industry: OECD Member: Annual. Treatment of debt FDI transactions and positions between fellow enterprises: directional basis according to the residency of the ultimate controlling parent (extended directional principle). Resident Special Purpose Entities (SPEs) do not exist or are not significant and are recorded as zero in the FDI database. Valuation method used for listed inward and outward equity positions: Market value, Own funds at book value. Valuation method used for unlisted inward and outward equity positions: Own funds at book value. Valuation method used for inward and outward debt positions: Nominal value.; FDI statistics are available by geographic allocation, vis-à-vis single partner countries worldwide and geographical and economic zones aggregates. Partner country allocation can be subject to confidentiality restrictions. Geographic allocation of inward and outward FDI transactions and positions is according to the immediate counterparty. Intercompany debt between related financial intermediaries, including permanent debt, are excluded from FDI transactions and positions. Direct investment relationships are identified according to the criteria of the Framework for Direct Investment Relationships (FDIR) method. Debt between fellow enterprises are completely covered. Collective investment institutions are not covered as direct investment enterprises. Non-profit institutions serving households are covered as direct investors. FDI statistics are available by industry sectors according to ISIC4 classification. Industry sector allocation can be subject to confidentiality restrictions. Inward FDI transactions and positions are allocated to the activity of the resident direct investment enterprise. Outward FDI transactions are allocated according to the activity of the non resident direct investment enterprise. Outward FDI positions are allocated according to the activity of the non resident direct investment enterprise. Statistical unit: Unspecified.

The number of exchange-traded funds (ETFs) in the United States has steadily increased; Starting with 123 ETFs in 2003, this amount has grown to a total of 3,243 ETFs as of 2023. The value of assets under management (AUM) allocated to ETFs in the United States has experienced a sharp increase. As of 2023, the total AUM of ETFs amounted to approximately eight trillion U.S. dollars, increasing from 151 billion U.S. dollars in 2003. What is an ETF? An ETF is a pooled financial product that can be bought and sold on the stock market by retail and institutional investors. ETFs are structured to track the performance of underlying securities. This may range from tracking a singular underlying commodity to a diverse assortment of securities. Some of the largest ETF providers by market share in the United States as of 2023 included BlackRock and Vanguard, each accounting for approximately one-third or more of the U.S. market. Types of ETFs Broad-based domestic equity, global equity, and bond ETFs have the highest issuance rates of ETFs in the United States. A broad-based index sets a benchmark to track the performance of a group of underlying securities. A popular example includes the evaluated performance difference between the S&P 500 ESG and S&P 500 indexes.

The top 20 real estate management companies held about 789 billion U.S. dollars' worth of European assets under management as of December 2023. AXA Investment Managers was the company with the largest value of AUM, accounting for approximately 94 billion U.S. dollars in AUM.