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EPFR Sector Rotation Strategy:
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Insight into the fixed Income fund market at a bond ownership and security level

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Latest Insights

Thought leadership and analysis that help you find a signal in the noise

What price peace and interest rate cuts?

What price peace and interest rate cuts?

The final week of February was marked by the second anniversary of Russia’s invasion of Ukraine, key US, European and Japanese equity indexes hitting fresh record highs and the latest inflation data for several major markets. The response from investors? Keep celebrating the positives and discounting the risks.

Weekly fund flows highlights – 26th February 2024

Weekly fund flows highlights – 26th February 2024

How does investor sentiment towards equity funds this year compare to 2023, and what is the current sentiment towards bond funds? EPFR’s Fund Flows and Allocations data reveals the latest financial markets data and portfolio manager trends. Join Steve Muzzlewhite, Global Head of Customer Solutions, to learn more.

What price peace and interest rate cuts?

What price peace and interest rate cuts?

The final week of February was marked by the second anniversary of Russia’s invasion of Ukraine, key US, European and Japanese equity indexes hitting fresh record highs and the latest inflation data for several major markets. The response from investors? Keep celebrating the positives and discounting the risks.

Weekly fund flows highlights – 26th February 2024

Weekly fund flows highlights – 26th February 2024

How does investor sentiment towards equity funds this year compare to 2023, and what is the current sentiment towards bond funds? EPFR’s Fund Flows and Allocations data reveals the latest financial markets data and portfolio manager trends. Join Steve Muzzlewhite, Global Head of Customer Solutions, to learn more.

For equity investors, plenty of sunlit uplands

For equity investors, plenty of sunlit uplands

Between Feb. 15 and 22, Japan, Europe and the US saw benchmark equity indexes hit fresh record highs while China’s CSI 300 climbed to a level last seen in late November. Against this backdrop, investors committed another $14.7 billion to EPFR-tracked Equity Funds during the third week of January.

EPFR’s Sector Rotation Strategy: Taking a look from the bottom‑up

EPFR’s Sector Rotation Strategy: Taking a look from the bottom‑up

EPFR’s Sector Rotation Strategy is one of the staple macro strategies created in recent years by the data provider’s Quant Team. The signals generated by this trading strategy are derived by combining four as‑reported and aggregated data streams: EPFR’s daily active ETF and mutual fund flows and its monthly Sector and Country Allocations data.