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,...
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Investors test the floor for US assets
Although the flow of unsettling developments continued in late May – will Covid-19 pass the baton to Monkeypox? – investors recovered some of their...
ESG funds finding the going hard in 2Q22
EPFR-tracked Equity Funds extended their longest run of outflows since 3Q19 during the week ending May 18 as slowing global growth, tighter monetary...
Growing fears about global growth hit flows
Asset markets endured further pain during the second week of May as investors tried – and largely failed — to square tighter monetary policy...
Sticks outnumber carrots in early May
The first week of May ended with the US Federal Reserve raising its key interest rate by 50 basis points. Investors, who expected a hike of that...
China: Locked down but not out
As key US indexes closed their books on a month that saw the Nasdaq record its biggest drop since October 2008, investors seeking to escape market...
Sector funds get the eggs during Easter week
With the opening weeks of the 1Q22 corporate earnings season raising more questions than it answers, US mortgage rates continuing to climb, global...
The risk-reward line getting harder to walk
Investors surveying the investment landscape during the second week of April saw more thistles and dandelions than daffodils. Things in their field...
Focus on liquidity and yield in early 2Q21
During the first week of April benchmark US equity indexes climbed to new record highs, the IMF forecast full year growth of 6.4% for the world’s...
For investors, April starts with cold showers
Hopes for an early resolution of the Russian invasion of Ukraine took a hit during the first week of 2Q22 as evidence of Russian war crimes came to...
Risk appetite reviving as first quarter ends
The final week of March saw Russia’s invasion of Ukraine head into its sixth week. But investors appear increasingly comfortable with the idea that...
China funds have a moment in the shade
For much of 4Q21 and the year-to-date, investors looking for a degree of security – especially in the emerging markets space – have turned to China....
Covid pushes its way back onto a crowded stage
Going into the second half of March, Russia’s invasion of the Ukraine – now in its fourth week – and the run-up to the US Federal Reserve’s first...
Europe equity funds hit hard for the second week running
With Russia’s invasion of Ukraine heading into its third week, investors stepped up their exodus from Europe Equity Funds during the seven days...
Russian vortex chills European fund groups
Russia’s assault on Ukraine, which started on Feb. 24, sent investors scrambling for cover while they adjusted to the rapidly changing outlook for...