From Macro to Micro: 2025 Global Markets
Outlook Post-US Election

 
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About EPFR’s Fund Flows and Allocations Data and Insights

 

Unparalleled understanding of how money is moving and why

EPFR provides a deeper view of the market to show where money is moving across geographies, sectors, industries and securities, enabling the global investment community to make intelligent decisions based on solid facts.

Our best-in-class Fund Flows and Allocations Data helps you reveal the investible truth by looking at market trends, investor sentiment, liquidity, risk signals and corporate actions, and can be tailored to your specific use case.

$55T+

AUM of tracked assets

93%

AUM coverage of all equity fund products globally

151K+

Share classes

$7T+

Money market funds tracked globally

25+

Years of experience

Primary benefits

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Industry-leading timeliness and granularity

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Supports both bottom-up and top-down asset allocation strategies

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Illustrated analysis of key factors driving current flow trends

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Critical insights at macro and stock levels

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Unique views on fund manager and investor sentiment

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Insight into the fixed Income fund market at a bond ownership and security level

Connecting the dots with EPFR’s Fund Flows

Unlock key insights on how and where retail and institutional investors are placing their money with EPFR’s unparalleled view of globally-domiciled ETF fund flows and mutual fund flows.

Dating back to 1995, our fund flow data provides as-reported coverage of the net flows into and out of a universe of over 151,000 share classes and more than $55 trillion in assets tracked (AUM), helping our clients reveal the investible truth from:

  • Equity Fund Flows
  • Bond Fund Flows
  • All other major asset classes, including: Money Market Flows, Alternative Fund Flows, and Multi-Asset Flows

Trusted by:

%

of the Bulge Bracket (the world’s largest investment banks)

%

of the “top 20” global asset management firms (by AUM)

%

of the Bulge Bracket (the world’s largest central banks)

%

of the “top 20” global asset mgmt firms (by AUM)

Our data and insights are highly cited in

Latest Insights

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

Dots get harder to connect in early December

Dots get harder to connect in early December

The first four days of December served up $100,000 Bitcoin, the collapse of the French government, a new twist to the conflict in the Middle East and South Korea’s flirtation with martial law. With the holiday season on the horizon and 2024 winding down, investors responded to these events by rotating from conventional assets classes to unconventional ones and cash.

Money flows to the eye of future storms

Money flows to the eye of future storms

US President-elect Donald Trump has made it clear he has little truck with the logic of climate change. But investors expect Trump’s presidency will make the global investment climate markedly less stable in the coming years. They are also taking him at his word that ‘America first’ will underpin his administration’s economic policymaking and acting accordingly.

AI theme reasserts itself in mid-November

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 November and revisited some of the themes – good and bad – that drove markets before the US presidential election earlier this month.

Dots get harder to connect in early December

Dots get harder to connect in early December

The first four days of December served up $100,000 Bitcoin, the collapse of the French government, a new twist to the conflict in the Middle East and South Korea’s flirtation with martial law. With the holiday season on the horizon and 2024 winding down, investors responded to these events by rotating from conventional assets classes to unconventional ones and cash.

Money flows to the eye of future storms

Money flows to the eye of future storms

US President-elect Donald Trump has made it clear he has little truck with the logic of climate change. But investors expect Trump’s presidency will make the global investment climate markedly less stable in the coming years. They are also taking him at his word that ‘America first’ will underpin his administration’s economic policymaking and acting accordingly.

AI theme reasserts itself in mid-November

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 November and revisited some of the themes – good and bad – that drove markets before the US presidential election earlier this month.