Burghley Capital: Equity Inflows Jump on Earnings Hopes
Institutional money returns to global stock funds for a third straight week, with Europe and emerging markets leading weekly subscriptions as earnings surprises run high and sector rotation favours cyclicals over crowded technology trades.
SINGAPORE / ACCESS Newswire / February 6, 2026 /Global equity funds are attracting $35.4 billion of net new money in the latest weekly reporting window, and Burghley Capital Pte. Ltd. is tracking a third consecutive week of positive flows as large investors position for earnings strength and clearer guidance.
Regional allocations remain decisive. European equity funds are drawing $15.8 billion over the latest week, Asian equity strategies are taking in $10.8 billion, and United States-focused funds are adding $6.3 billion. The prior weekly window shows $39.4 billion of global inflows, but the direction of travel continues to point towards rebuilding risk exposure rather than retreating from it.
For James Barker, Director of Private Equity at Burghley Capital Pte. Ltd., the clearest signal is the combination of rising equity allocations and rising cash buffers, with "institutions buying the earnings story while keeping liquidity ready, which is confidence with a risk plan built in ". Money market strategies are absorbing $25.7 billion over the same week, a pattern that complements the equity inflow rather than contradicting it.
Corporate results are doing the heavy lifting. In the current quarterly reporting round measured through this week, roughly 87% of companies reporting so far are beating analyst estimates, with earnings landing about 8% above forecasts and revenues coming in roughly 2% to 3% ahead. The blended earnings growth rate for the current quarter stands near 9%, up from an 8% expectation several weeks ago, while blended revenue growth is close to 7%, and Barker notes "when surprise is this broad-based, the market 's optimism is anchored in cash flow rather than conjecture ".
Sector flows show where that confidence is being priced. Industrial and mining funds lead the latest weekly inflows with $3.1 billion and $2.4 billion, while technology funds show $2.3 billion of net outflows over the same window. Even within the broader equity complex, technology strategies are still taking in $1.6 billion across the latest three-week stretch, but the marginal buyer is broadening exposures, with industrial allocations totalling $906.4 million and consumer staples taking $659.8 million during the same three-week stretch, a pattern Barker describes as "a search for earnings that can surprise on the upside without relying on perfect valuations ".
Burghley Capital 's assessment of emerging markets adds a further twist to the allocation story. Emerging market equity funds are drawing $13.4 billion in the latest week, extending net inflows to seven consecutive weekly windows, and cumulative subscriptions across that run exceed $43.9 billion in the latest flow compilation from J.P. Morgan. The preference for single-country emerging market ETFs highlights differentiation rather than a single, broad risk-on bet, and Barker frames it as "investors rewarding policy discipline and improving earnings trajectories, not simply buying an index label ".
The macro backdrop still shapes the edges of the trade. Research on euro area rates indicates that a 25-basis point decline in five-year risk-free yields correlates with around 1.8% net asset value inflows into bond funds within six months, while the S&P 500 forward price-to-earnings ratio sits around 18.7 in the latest weekly snapshot, above a longer-run average near 15.6 over the preceding decade and below the pandemic-era peak close to 23. Defensive hedges are also being maintained, with gold up about 18% over the preceding 52 weeks.
What is new is how methodical the repositioning looks. Burghley Capital is watching a market that is treating earnings delivery as the organising principle for flows, and Barker expects the next phase to hinge on "earnings resilience, sector discipline, and policy clarity moving in the same direction ".
About Burghley Capital
Established in 2017, Burghley Capital Pte. Ltd. (UEN: 201731389D) is a Singapore-headquartered global investment management firm recognised for long-only strategies and research-led decision-making. The firm provides analytical insights, tailored investment approaches, and financial advisory support for institutional investors and private clients internationally, with a focus on disciplined risk management and financial resilience. Additional resources are available at https://burghleycapital.com/resources. Media enquiries can be directed to Martin Wei at m.wei@burghleycapital.com or via https://burghleycapital.com.
SOURCE:Burghley Capital
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