Insights
Proprietary market data, research and analysis
Quant Insights
American politics: Where’s the information advantage?
The impending US Presidential election, which pits Democratic Vice President Kamala Harris against former Republican President Donald Trump, is...
Electric Vehicles: Where to garage them?
We look at EV Funds within the universe of ETFs and mutual funds tracked by EPFR and their relationship to the Sector Fund groups they are most...
Another vote for divided government?
During the first week of July, the UK held, and France concluded, general elections that resulted in significant changes to both countries’...
Economist Insights
AI theme reasserts itself in mid-November
Having steered over $200 billion into US Equity, Money Market and Bond Funds over a two-week period, investors took stock during the third week of...
Post-election realignment continues apace
Investors committed another $151 billion to all US Equity, Money Market and Bond Funds during the second week of November as they adjusted their...
America first during early November
Net flows during the week ending Nov. 6 to all US Equity, Bond and Money Market Funds totaled $138 billion, with some $25 billion of that total...
Multimedia
From Macro to Micro: 2025 Global Markets Outlook Post-US Election – Webinar
As we head into September’s next round of central bank meetings, all eyes will be on the Federal Reserve and the Bank of Japan.
Webinar: Central Banks in the Spotlight – The Fed and Bank of Japan Consider Momentous Policy Choices
As we head into September’s next round of central bank meetings, all eyes will be on the Federal Reserve and the Bank of Japan.
Market Insights: Searching for an anchor: Market sentiment towards China
The prospect of a slower-than-anticipated recovery for the Chinese economy puts investors at a crossroads. Following a market correction that...
Papers
EPFR Papers: Estimating asymmetric price impact
This paper studies the asymmetric price impacts mutual fund and ETF flows have on individual stocks in demand-based asset pricing.
A rising tide lifts some (Japanese) boats: The Bank of Japan’s ETF purchases and their impact on market signals for individual stocks
The Bank of Japan has been the pace-setter among central banks when it comes to purchasing non-government financial securities. It was the first...
Oil bonds still have fuel in the tank – but how long will it last?
Fixed income markets are abuzz about the spectacular demand for new green bonds. Flows into fixed income funds with socially responsible investing...