Insights
Proprietary market data and analysis
Quant Insights
![Chart repesenting 'Cumulative daily flows (% of AUM) for France and UK Equity Funds, year-to-date'](https://epfr.com/wp-content/uploads/2024/07/European-elections-QC-Thumbnail-300x228.png)
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’...
![Chart representing 'GEM Bond Fund allocations to China assets'](https://epfr.com/wp-content/uploads/2024/06/26.06.2024-QC-Thumbnail-300x227.png)
EM Debt Markets: Finding a jewel in GEM allocations
The decade that started in 2020 has, so far, been a bumpy one for emerging markets bonds and those that invest in them. The Covid pandemic, interest...
![Chart representing 'Monthly cumulative flows (US$ millions) to UK Equity Funds tracking the FT$E 250, 2016-YTD'](https://epfr.com/wp-content/uploads/2024/06/QC-07.06.24-New-thumbnail-300x228.png)
Is there still hope for Middle Earth?
Cheerleaders for the UK’s stock market are thin on the ground these days. They are even thinner when it comes to the small and mid-cap spaces, with...
Economist Insights
![Chart representing 'Net flows (US$ millions) to foreign and domestically domiciled China Equity Funds, 2018-YTD'](https://epfr.com/wp-content/uploads/2024/07/GNN-thumbnail-19.07.24-300x228.png)
Fund flows prove resilient as noise levels rise
During WWII, civilians were constantly reminded that “loose lips sink ships.” In early 3Q24, it appeared that loose lips can also sink chips as...
![Chart representing 'Cumulative flows (% of AUM) to China Equity and Bond Funds, 2016-YTD'](https://epfr.com/wp-content/uploads/2024/07/15.07.24-GNN-Thumbnail-300x226.png)
Risk appetite climbs in early July
With US inflation behaving itself, French and British elections in the rearview mirror and another corporate earnings season that is expected to...
![Chart representing 'Cumulative flows (% of AUM) for Japan, UK and US-domiciled India Equity Funds, 2018-YTD'](https://epfr.com/wp-content/uploads/2024/07/08.07.24-GNN-thumbnail-300x223.png)
At the halfway point, glass half full
Investors spent the first few days of the third quarter trying to link the potential outcomes of snap elections in the UK and France, and shifts in...
Multimedia
!["EPFR Market Insights: China"](https://epfr.com/wp-content/uploads/2024/07/MI-China-Multimedia-page-thumbnail.png)
Market Insights: Searching for an anchor: Market sentiment towards China
Among the shifts evident in EPFR’s data coming into the third quarter was a recovery in sentiment towards, and flows into, China-mandated...
!["EPFR Market Insights: ESG and Electric Vehicles"](https://epfr.com/wp-content/uploads/2024/06/MI-ESG-and-EV-Multimedia-banner.png)
Market Insights: Latest trends for ESG and Electric Vehicle Funds
This year, funds with SRI/ESG mandates are well off the pace seen in 2021 when the current full-year inflow record was set, despite taking in fresh...
![EPFR Market Insights: Central Banks update](https://epfr.com/wp-content/uploads/2024/05/MI-Central-Banks-multimedia-thumbnail.png)
Market Insights: Central Banks Update
With the G7 Central Banks meeting this week in Italy and global markets expecting the long-anticipated central bank ‘pivots’ to start lowering...
Papers
![Image of EPFR logo on dark blue background](https://epfr.com/wp-content/uploads/2023/01/317457-300x170.jpg)
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.
![Image of a chart representing 'Backtest performance from 2013 to 2020'.](https://epfr.com/wp-content/uploads/2023/05/EPFR_P4a_chart_320x243-300x228.jpg)
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...
![Image of EPFR logo on dark blue background](https://epfr.com/wp-content/uploads/2023/01/316918-300x170.jpg)
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...