Insights
Proprietary market data and analysis
Quant Insights
Quants Corner – ClearMacro quantifying the impact of trade war tariffs
In 2Q18, ClearMacro released a paper, ‘Trade is the Lifeblood of the Global Economy’, in which we argued that the tariffs spawned by the current...
Quants Corner – Saudi oil facility attack and fund flows
During the first quarter of this year officials from Tadawul, Saudi Arabia’s main stock exchange, told Reuters that they were anticipating...
EPFR signals: Rebalancing China changes in passive landscape
Sino-US trade tensions and slower growth in the world’s second-largest economy have dominated the headlines for much of this year. But, behind the...
Economist Insights
Craving certainty, markets get uncertainty
How much longer will the war in Ukraine go on? How much further will central banks go before they deem inflation contained? How much damage will the...
Investment compass keeps spinning in mid-February
With the one-year anniversary of Russia’s attack on Ukraine looming, the latest US inflation data showing headline inflation down and core inflation...
Help wanted making sense of US data
A stellar employment report, showing that the US added 517,000 jobs in January, threw another wrinkle at investors in early February. Those...
Multimedia
Brexit, equities, bonds and global risk appetite – Infographic
The world’s major central banks are embarking on another round of financial repression, the US administration is giving its protectionist instincts...
China: Should it be its own asset class? – Webinar
Join EPFR Director of Research, Cameron Brandt, Forbes Columnist, Kenneth Rapoza and EPFR Manager of Quant Strategies, Steven X. Shen, CQF as they...
Introducing EPFR FX Allocations Data: Achieve predictive power
The final two months of 2020 should resolve what flavour of political leadership the US will enjoy for the next four years and whether the next...
Papers
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