First outflow in 10 weeks for US Equity Funds
Last week, investors homed in on recent data showing labor markets easing and price growth moderating and boosted flows to US Equity and Bond Funds....
Economist Insights
Investors choose to follow the data
Although the US Federal Reserve only sees one interest rate cut in the second half of 2024, investors opted during the third week of June to focus...
Politics snapping at Europe’s heels
The aftershocks of the European Parliamentary elections continued to reverberate during the second week of June, with French leader Emmanuel Macron...
Investors find reasons to move in early June
The first week of June ended with investors digesting the results of general elections in South Africa, India and Mexico, and looking ahead to key...
Funds benchmarked to Bitcoin drive alternatives
With election results for South Africa, India and Mexico looming and key central bank meetings on the horizon, investors generally took a...
Soft landing story facing trade barriers
A ‘soft landing’ for the global economy, with inflation broadly tamed while avoiding a recession, remains the dominant narrative in asset markets,...
Green shoots for Europe stock funds
With the Bank of England and the European Central Bank widely expected to follow the example of their Swedish and Swiss counterparts, and start...
Living through interesting times
Weaker US job creation numbers and the first interest rate cut by Sweden’s central bank since 2016 gave investor risk appetite a modest boost during...
Sell in May and go away until 2025?
The final week of April ended with US markets closing the books on their worst month since September, the price of Bitcoin down some 17% from its...
Hoped-for US rate cuts morph into fear of another hike
Investors took a cautious approach to most asset classes during the third week of April, with lackluster inflows or modest outflows being the norm...
The cruelest month shows its colors
April is known for its showers, warming trends and sudden changes in climate. This April, it has been missiles and attack drones that made up the...
Investors feel the squeeze in early April
There were some unwelcome additions to the “higher for longer” list during the first week of April as geopolitical risks and energy prices joined US...
America’s economic strength weighs on pivot projections
Although Switzerland’s central bank kicked off its latest easing cycle in late March, the second quarter started with investors digesting an...
Rate optimism shapes run-up to Easter
Investors spent the week leading into the Easter holidays digesting the latest round of central bank policy meetings. Their conclusions seem to have...
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...