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...
Economist Insights
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...
Mixed signals for emerging markets
Despite China’s first steps away from the zero-Covid policies that have sapped its economy and some optimistic forecasts for 2023, investors tapped...
A few green shoots as third quarter starts
Flows during the first week of the third quarter favored liquidity, with EPFR-tracked Money Market Funds recording their biggest inflow...
Waiting on the central bankers in early June
With the European Central Bank meeting the day after the latest reporting period and US Federal Reserve policymakers convening five days later,...
Shell manoeuvring on fractured ground
Markets have reacted coolly to Shell’s attempts to win over critics by simplifying its structure and moving headquarters from the Netherlands to the...
Policymakers hope perfect inflationary storm blows itself out
Changing interest rate cycles are often associated with market volatility and dislocation. This time is no different with investors responding...
British pound lost in translation of BoE guidance
Central bankers have prided themselves on clear communication with markets in recent years. But the road mapped out by Bank of England (BoE)...
Tiptoeing into the Christmas holidays
Flows to EPFR-tracked fund groups during the first week of December tilted towards the positive – at least for the US. Investors steered money into...
Investors parse the meaning of transitory going into December
Hopes that the impact of Covid’s Omicron variant will prove transitory, concern that it will not, and fears that inflation is here to stay...
Turkey for Thanksgiving, Omicron for Christmas?
With Covid regaining center stage, much of the US on holiday and many central banks rummaging around in their inflation containment toolkit, flows...
Shivers run through Europe and Japan as supply chains rattle
The Japanese economy’s 3% contraction during the third quarter and the latest spike in natural gas prices pushed supply chain issues to the top of a...