Global Navigator, Economist Insights Clock ticking down to second Trump presidency The second week of January saw Americans mourning their 39th president, watching in horror as large swathes of Los Angeles burned and – along with... Jan 20, 2025
Global Navigator, Economist Insights Investors come out of the gate like bulls A damn-the-torpedoes spirit gripped investors during the first week of the New Year. Faced with bond vigilantes stampeding UK sovereign yields and... Jan 13, 2025
Global Navigator, Economist Insights Outside of the US, sails flapping at year’s end The first two months of 2024 saw Japan, India, Technology and China Equity Funds absorb a net $5.2 billion, $10.7 billion, $14.1 billion and $44.6... Jan 03, 2025
Global Navigator, Economist Insights Some late innings shifts as 2024 winds down It was a mixed Christmas for the major EPFR-tracked fund groups as technical factors reversed a significant chunk of the previous week’s... Dec 27, 2024
Global Navigator, Economist Insights The Fed gives, the Fed takes away With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal... Dec 23, 2024
Global Navigator, Economist Insights Some holiday cheer as 2024 winds down With the Syrian civil war reaching – at least for now – a prompt resolution, China adopting a looser monetary stance, and both the US Federal... Dec 16, 2024
Global Navigator, Economist Insights Dots get harder to connect in early December The first four days of December served up $100,000 Bitcoin, the collapse of the French government, a new twist to the conflict in the Middle East... Dec 10, 2024
Global Navigator, Economist Insights Money flows to the eye of future storms US President-elect Donald Trump has made it clear he has little truck with the logic of climate change. But investors expect Trump’s presidency will... Dec 02, 2024
Global Navigator, Economist Insights AI theme reasserts itself in mid-November Having steered over $200 billion into US Equity, Money Market and Bond Funds over a two-week period, investors took stock during the third week of... Nov 26, 2024
Global Navigator, Economist Insights Post-election realignment continues apace Investors committed another $151 billion to all US Equity, Money Market and Bond Funds during the second week of November as they adjusted their... Nov 18, 2024
Global Navigator, Economist Insights America first during early November Net flows during the week ending Nov. 6 to all US Equity, Bond and Money Market Funds totaled $138 billion, with some $25 billion of that total... Nov 11, 2024
Global Navigator, Economist Insights Searching for buffers in late October Uncertainty about the impending US presidential election, the mixed reaction to Chinese efforts to kickstart key elements of the world’s... Nov 04, 2024
Global Navigator, Economist Insights The calm before any election day storms With the 2024 US Presidential election now less than two weeks away and the outcome still viewed as a toss-up, investors spent the third week of... Oct 28, 2024
Global Navigator, Economist Insights Flow pendulum swings to US stock funds After a two-week influx of fresh money into China Equity Funds totaling $53 billion, the spotlight in mid-October shifted to US Equity Funds as a... Oct 21, 2024
Global Navigator, Economist Insights EM Equity Funds ride China rebound during record-setting week The first week of October saw China’s benchmark stock index do a passable imitation of a roller coaster. It was a different story for flows into... Oct 14, 2024