Flows to China Equity Funds balloon in early February
On the eve of the Year of the Dragon, China Equity Funds smashed the weekly inflow record set in early 3Q15 as domestic institutional investors...
Economist Insights
Fed ‘punch bowl’ remains under wraps
Investors went into the final week of January expecting more support from Chinese policymakers and hoping the US Federal Reserve would put a date –...
China Equity Funds in the money as policymakers voice support
Going into the final week of January, flows into China Equity Funds hit levels last seen during early 3Q15 as Chinese leaders discussed measures to...
Weighing the price of clogged trade arteries
With drought and Houthi missiles constricting two of the world’s major transit points, the Panama and Suez Canals, the pre-Christmas narrative of...
Cryptocurrency Funds take center stage
Investors had plenty to look forward to during the first full week of 2024: updated US inflation data, a raft of earnings reports from major...
Cash and China ring in the New Year
The week leading into the New Year provided an exclamation point for two of the most successful fund groups, in flow terms, during 2023. China...
Pivoting to optimism as 2023 winds down
Investors have a lengthy wish list for 2024. On it are lower US and Eurozone interest rates, more aggressive stimulus measures by Chinese...
Investors start closing the book on 2023
The flash of animal spirits that followed the US Federal Reserve’s final policy meeting of 2023 in mid-December carried equity markets higher for...
Fed gives Santa a green light to rally
A week marked by caution and muted fund flows ended with a burst of enthusiasm triggered by the US Federal Reserve’s acknowledgment of progress in...
$1.2 trillion and counting for US liquidity funds
The first week of December saw US Money Market Funds absorb another $69 billion, lifting their year-to-date total past the $1.2 trillion mark, while...
US funds enter home stretch of 2023 at the gallop
Coming out of the Thanksgiving holiday, investors stuck to their US-centric course ahead of more good news on the inflation front. US Money Market,...
For US funds, the money keeps rolling in
Investors continued to give thanks for US assets during the third week of November. Combined flows into US Equity, Bond and Money Market Funds hit...
Investors like what they see in US tea leaves
Do 4.9% third quarter GDP growth, the lowest core CPI reading in two years and an unemployment rate at a 21-month high add up to a soft landing for...
Risk appetite rebounds in early November
After several weeks of shunning exposure to riskier asset classes in favor of cash, gold and US sovereign debt, investors shed some of their caution...
Central banks not the only ones on hold
The week going into November encompassed two major central bank meetings, the next stage in Israel’s war against Hamas, more weak...