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...
Economist Insights
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...
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...