Insights
Proprietary market data and analysis
Quant Insights
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...
AI Funds: On which frontiers?
As a catalyst for market optimism, artificial intelligence (AI) and the productivity gains it promises was arguably the runaway leader in 2023. The...
Unlocking value from Japanese sectors
Investing in Japan during the lost decades that followed the collapse of a major property bubble in 1991 has been challenging. This year, however, a...
Economist Insights
BOJ closes the book on negative rates
Central banks were again front and center during the third week of March. Between March 18-21, the US Federal Reserve, European Central Bank, Bank...
Rising tide doesn’t lift SRI/ESG Funds
Record-setting flows into US Equity Funds ahead of the first “quadruple witching” of 2024 for futures and options contracts and February’s inflation...
Investors take stock in early March
Chase old market catalysts or wait for new ones? With the latest corporate earnings season winding down, China’s leadership laying out (some)...
Multimedia
Market Insights: ESG update
During this 20-min Market Insights we will give you an overview of the ups-and-downs of ESG/SFI flows over the past few years, as well as a sneak...
Weekly fund flows highlights – 25th March 2024
How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs...
Weekly fund flows highlights – 11th March 2024
How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs...
Papers
China Evergrande – Fixed on its fate
The fate of China’s Evergrande, the second-largest developer in China by sales, could have a knock-on effect on China’s real estate sector and the...
Keeping your hand in the game with a new stock level tool
EPFR has developed a new tool. Stock Barometer, to help at the individual security level. Organized around a range of well-known indexes, these...
SRI/ESG: Recent trends for emerging markets funds
2020 was a special year from a mutual fund flows and allocation data perspective. This paper covers the reactions to Covid, China, US elections and...