Insights
Proprietary market data, research and analysis
Quant Insights
Signals and Strategy in a Saturated Single-Coin Cryptocurrency Market
In this Quants Corner, we will isolate the return profiles for major cryptocurrencies and see if they provide a sufficiently strong foundation for...
Decoding China Fund Flows
In this Quants Corner, we will isolate the return profiles for major cryptocurrencies and see if they provide a sufficiently strong foundation for...
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...
Economist Insights
Can artificial intelligence generate real revenue?
The question of when the vast sums spent by major technology companies on artificial intelligence will translate into new revenue weighed on several...
Saying goodbye to a record-setting year for conservative and cutting-edge fund groups
The final week of December closed the books on a year that saw fund groups ranging from Europe Bond and Physical Silver to Cryptocurrency and...
A Christmas with Chinese characteristics
Mainland China-mandated funds stood out during the week ending Christmas Eve, with China Equity Funds pulling in over $7 billion for the second week...
Multimedia
Rich in Flows, Poor in Perception: A Diverging Narrative of US Capital Positioning Under Trump 2.0
Thus far in Trump 2.0, capital has poured into US equity and bond funds at a pace unseen since 2020. But beneath these headline flows lies a more...
EPFR Market Insights: Ultra-Short Bond Funds Set Record Inflows —What’s Driving It?
Watch our video on demand, as Senior Research Analyst Kirsten Longbottom and Research Director Cameron Brandt explore the flows, performance and...
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...
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...