Some holiday cheer as 2024 winds down
With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal...
Economist Insights
Dots get harder to connect in early December
The first four days of December served up $100,000 Bitcoin, the collapse of the French government, a new twist to the conflict in the Middle East...
Money flows to the eye of future storms
US President-elect Donald Trump has made it clear he has little truck with the logic of climate change. But investors expect Trump’s presidency will...
AI theme reasserts itself in mid-November
Having steered over $200 billion into US Equity, Money Market and Bond Funds over a two-week period, investors took stock during the third week of...
Post-election realignment continues apace
Investors committed another $151 billion to all US Equity, Money Market and Bond Funds during the second week of November as they adjusted their...
America first during early November
Net flows during the week ending Nov. 6 to all US Equity, Bond and Money Market Funds totaled $138 billion, with some $25 billion of that total...
Searching for buffers in late October
Uncertainty about the impending US presidential election, the mixed reaction to Chinese efforts to kickstart key elements of the world’s...
The calm before any election day storms
With the 2024 US Presidential election now less than two weeks away and the outcome still viewed as a toss-up, investors spent the third week of...
Flow pendulum swings to US stock funds
After a two-week influx of fresh money into China Equity Funds totaling $53 billion, the spotlight in mid-October shifted to US Equity Funds as a...
EM Equity Funds ride China rebound during record-setting week
The first week of October saw China’s benchmark stock index do a passable imitation of a roller coaster. It was a different story for flows into...
A rotation with Chinese characteristics
Investors anticipating that recent interest rate cuts in North America and Europe will drive a rotation from bonds to stocks, especially emerging...
China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into...
Investors given a ‘jumbo’ US rate cut to digest
The final day of the latest reporting period, which coincided with the US Federal Reserve’s first interest rate cut since March 2020, saw flows into...
Rotating to safety in early September
Ahead of a nine-day window encompassing policy meeting by the European Central Bank, US Federal Reserve and Bank of Japan, investors steered another...
Fasten seatbelt sign goes on in early September
Global asset markets hit a speed bump coming into August. They hit another during the first week of September as the tires on the investment cases...