The calm before Russian storm hits the Ukraine
A US market holiday and Russia’s increasingly aggressive posture towards the Ukraine gave mutual fund investors plenty of good reasons to stay on...
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Fear of 50 keeping investors on edge
The second week of February was another bumpy one for financial markets as Russian sabers rattled along the Ukrainian border, the price of a barrel...
Equity investors get back on the horse in early February
Flows into Equity Funds jumped to a 21-week high during the first week of February, with over $35 billion committed to US Equity Funds, as investors...
Re-pricing for imperfection as US rate hike looms
Mixed earnings reports from the closely watched American technology sector, the European Central Bank (ECB) starting to talk the anti-inflation talk...
Bond funds feel the squeeze in late January
Although fears of a Russian strike at the Ukraine border briefly roiled global markets during the fourth week of January, mutual fund investors...
Investors see nothing soft about Fed’s power
When it came to driving money in and out of mutual funds during the third week of January, the possibility that the US Federal Reserve could hike...
US groups shine during the first week of 2022
Continuing the pattern that emerged in the final quarter of 2021, flows to EPFR-tracked funds had a star-spangled bias to them early in the New...
Flow records abound as 2021 draws to a close
If 2020 read like a gothic novel, the second year of the Covid-19 pandemic belonged to the suspense genre. At what point would central banks decide...
Risk takes a holiday as pandemic’s latest wave saps festive spirits
With major central banks responding to rising inflation, investor focus shifted during the third week of December to the Covid-19 pandemic’s latest...
Inflationary noose tightens and Omicron cuts loose in mid-December
The jury is still out on the impact of rising Covid caseloads triggered by the Omicron variant, but the latest round of inflation numbers delivered...
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...
Earnings and inflation both roar in early November
From a fund flow perspective, the week ending Nov. 10 saw groups and themes that have fared well for most of 2021 continue to attract fresh money....