**US Share of Global Inflows Falls to 26% in 2026 | WION NEWS — Transcript & Summary | SozAI**
Source: https://sozai.app/transcript/us-share-of-global-inflows-falls-to-26-in-2026-wion-transcript/

US share of global equity inflows falls to 26% in 2026, signaling a shift as investors diversify into international markets, especially Asia.

## Key Takeaways

- US dominance in global equity inflows is declining significantly.
- Investors are diversifying portfolios by increasing allocations to international markets.
- Asia, especially South Korea, is emerging as a major beneficiary of global capital inflows.
- The 2022 peak in US equity allocations marked an extreme tilt that is now reversing.
- Global equity flows are undergoing a clear rotation away from the US towards broader international exposure.

## What the video covers

- Global investors are shifting capital allocation away from US stocks in 2026.
- Only $26 out of every $100 flowing into global equity funds is going to US stocks, the lowest since 2020.
- This marks the second consecutive year of decline in the US share of global equity inflows.
- The US share has sharply declined from a peak of 92% in 2022 to 26% in 2026.
- Investors are broadening exposure beyond Wall Street, increasing flows into international equity funds.
- International funds have attracted an average of $65 billion in inflows per week over the last four weeks.
- Asia, particularly South Korea, is a key destination for this global capital reallocation.
- The trend reflects growing diversification across regions and a rotation in global equity flows.
- While the US remains a major market, its dominance in attracting new capital has weakened.
- International markets are gaining a larger share of investor attention and funds.

## Chapters

1. 00:00 Shift in Global Capital Allocation in 2026
2. 00:09 US Equity Fund Allocation Drops to 26%
3. 00:20 Comparison with 2022 Peak US Allocation
4. 00:39 Broadening Investor Exposure Beyond US
5. 00:48 Record Inflows into International Funds
6. 00:54 Asia and South Korea as Key Destinations
7. 01:44 Growing Diversification Across Regions
8. 02:18 Rotation in Global Equity Flows and Market Implications

Answers

## Questions about this video

What is the current share of US stocks in global equity inflows in 2026?

In 2026, US stocks account for only 26% of global equity inflows, the lowest since 2020.

How does the 2026 US equity inflow share compare to 2022?

The US share has dropped sharply from 92% in 2022 to 26% in 2026, indicating a major shift in investor allocation.

Which regions are attracting more global capital as US inflows decline?

International markets, particularly in Asia and South Korea, are attracting increased global capital inflows.

## Full Transcript — Download SRT & Markdown

00:00

Speaker A

Reports suggest global investors are now shifting capital allocation away from the US stocks in 2026.

00:09

Speaker A

New data shows that for every $100 flowing into global equity funds this year, only $26 is going to the US stocks.

00:15

Speaker A

That is the lowest allocation since 2020 and it also marks the second straight year of decline in the US share of global equity inflows.

00:20

Speaker A

The pullback is sharp when compared with recent highs, in 2022, the United States attracted 92% of global equity fund allocations.

00:29

Speaker A

The current 26% share is nearly one-third of that peak, the shift signals a major change in global portfolio strategy.

00:39

Speaker A

The trend suggests that investors are broadening their exposure beyond Wall Street, capital is increasingly flowing into international equity funds.

00:48

Speaker A

And over the last four weeks, international funds have attracted an average of $65 billion in inflows per week.

00:54

Speaker A

That is a record pace, a large share of this momentum is coming from Asia.

01:04

Speaker A

Reports suggest that South Korea has emerged as a key destination for global capital.

01:12

Speaker A

The reallocation reflects growing diversification across regions, investors appear to be seeking opportunities outside the US.

01:22

Speaker A

After years of heavy concentration in American markets, the 2022 peak marked an extreme tilt towards US equities.

01:31

Speaker A

The latest figures show that that tilt is unwinding.

01:38

Speaker A

Remember, the data highlights a clear rotation in global equity flows.

01:45

Speaker A

America remains a major market, but its dominance in attracting new capital has weakened.

01:52

Speaker A

International markets are gaining a larger share of investor attention and funds.

Topics: US equity inflows global equity funds capital allocation international markets South Korea investments global portfolio diversification 2026 investment trends Wall Street equity fund inflows Asia capital inflows

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