Insights
Proprietary market data, research and analysis
Quant Insights
Crypto: Digital gold or fools gold?
In this Quants Corner, we will isolate the return profiles for major cryptocurrencies and see if they provide a sufficiently strong foundation for...
Playing with dynamite
In this Quant’s Corner, we will look at the growing number of single-security Leveraged Funds in EPFR’s database and explore ways to generate...
CLOs emerging from the CDO shadow
Modern CLOs and CDOs are regarded as much safer than their pre-crisis versions. But where, in the spectrum of major fixed income asset classes do...
Economist Insights
New quarter, same tariff-related rhetoric
The third quarter of 2025 began the same way as the second, with US President Donald Trump roiling markets with a barrage of announcements about...
After torrid end to second quarter, investors take a breather
The final 10 days of the second quarter were marked by missile exchanges between Israel and Iran, the passage of the new American administration’s...
Attention in late June shifts from bunker busters to budget busters
With the fallout from American and Israeli strikes on Iran’s nuclear program and military leadership undershooting expectations – at least for now –...
Multimedia
EPFR’s Summer Market Insights Series: Collateralized Loan Obligation Funds
Join Senior Research Analyst, Kirsten Longbottom, and Director of Research, Cameron Brandt, as we launched EPFR’s Summer Market Insight series. The...
Fund flows and the Israel-Iran conflict: Exploring geopolitics and asset allocation with EPFR
EPFR’s latest research digest taps our unequalled fund-flow data to examine positioning in oil funds, demand for safe havens and lessons from...
Inside the Crypto Investment Landscape
Cryptocurrencies have gone mainstream. Amid concerns that inflation is hitting fiat currencies, Bitcoin and its counterparts are becoming a core...
Papers
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.
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...
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...