Investors in two Asia-Pacific markets can buy shares directly in Anthropic’s highly anticipated IPO. Abhishek Vishnoi explains how investors across the region can gain exposure, directly or indirectly

Investors have been buying up stocks they believe can shield them from a market downturn, as fears that the AI bull market may be over prompt a violent rotation in global equities

Investor demand for US stocks is unprecedented: Since 2020, US equity funds have attracted +$2.1 trillion in inflows. Since the start of 2024 alone, investors have allocated +$1.5 trillion to these funds. This is 4.5 times the inflows into Emerging Market Asia equity funds, which stand at +$470 billion. At the same time, European equity funds have posted -$426 billion in outflows. Meanwhile, global equity funds attracted +$89 billion last week, bringing 4-week inflows to a record +$266 billion. US equity funds drove last week's inflows, attracting +$32 billion. Everyone wants US stocks.