March’s pain may be April’s gain
Flows to and from EPFR-tracked fund groups during the final week of March continued to paint a picture of risk aversion and fear among investors....
Economist Insights
Riding the waves in liquidity funds
In the face of this uncertainty, and the unwillingness of major Western central banks to suspend the battle against inflation, investors continued...
Banking on the cavalry’s prompt arrival
The second week of March was dominated by the crumbling fortunes of large US regional banks and European major Credit Suisse. Although this...
Fed following data, investors running from it
The third month of 2023 started with investors pulling another $5 billion out of EPFR-tracked US Equity Funds, extending that group’s longest...
Investors respond to red shoots of recovery
February was a bumpy month for investors and markets. Interest rates climbed higher in the US, Europe and Australia, the benchmark Dow Jones...
Craving certainty, markets get uncertainty
How much longer will the war in Ukraine go on? How much further will central banks go before they deem inflation contained? How much damage will the...
Investment compass keeps spinning in mid-February
With the one-year anniversary of Russia’s attack on Ukraine looming, the latest US inflation data showing headline inflation down and core inflation...
Help wanted making sense of US data
A stellar employment report, showing that the US added 517,000 jobs in January, threw another wrinkle at investors in early February. Those...
Glass remains half full in late January
Actions spoke louder – to equity investors – than words coming into February, with the fact that the latest interest rate hike by the US Federal...
Europe equity funds latest to catch a lift
Flows into EPFR-tracked Emerging Markets Equity Funds during the third week of January climbed to their highest level since mid-1Q21 as investors...
Emerging markets funds catch a wave in mid-January
Flows into EPFR-tracked Emerging Markets Equity Funds during the third week of January climbed to their highest level since mid-1Q21 as investors...
Bond Funds buoyed by lower inflation
Evidence that inflation is falling and global growth is stalling gave EPFR-tracked Bond Funds a shot in the arm during the first full week of...
2022: A tale of active versus passive
The final week of 2022 saw EPFR-tracked Bond Funds post consecutive weekly outflows for the first time since mid-October, capping a year when the...
Flow history repeats itself as the year 2022 winds down
A final look to EPFR-tracked equity funds in December 2022, with alternative, balanced, bond and money market funds experiencing significant...
More outflows than inflows as Fed hikes again
Overall, the second week of December 2022 saw all Equity Funds record a collective inflow of $17.9 billion while Bond Funds absorbed $2.3...