Rising tide doesn’t lift SRI/ESG Funds
Record-setting flows into US Equity Funds ahead of the first “quadruple witching” of 2024 for futures and options contracts and February’s inflation...
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Investors take stock in early March
Chase old market catalysts or wait for new ones? With the latest corporate earnings season winding down, China’s leadership laying out (some)...
What price peace and interest rate cuts?
The final week of February was marked by the second anniversary of Russia’s invasion of Ukraine, key US, European and Japanese equity indexes...
For equity investors, plenty of sunlit uplands
Between Feb. 15 and 22, Japan, Europe and the US saw benchmark equity indexes hit fresh record highs while China’s CSI 300 climbed to a level last...
Focus shifts to US as China goes on holiday
With millions of Chinese workers downing tools for the Lunar New Year holiday and the country’s stock market going into that break on the back of...
Flows to China Equity Funds balloon in early February
On the eve of the Year of the Dragon, China Equity Funds smashed the weekly inflow record set in early 3Q15 as domestic institutional investors...
Fed ‘punch bowl’ remains under wraps
Investors went into the final week of January expecting more support from Chinese policymakers and hoping the US Federal Reserve would put a date –...
China Equity Funds in the money as policymakers voice support
Going into the final week of January, flows into China Equity Funds hit levels last seen during early 3Q15 as Chinese leaders discussed measures to...
Weighing the price of clogged trade arteries
With drought and Houthi missiles constricting two of the world’s major transit points, the Panama and Suez Canals, the pre-Christmas narrative of...
Cryptocurrency Funds take center stage
Investors had plenty to look forward to during the first full week of 2024: updated US inflation data, a raft of earnings reports from major...
Cash and China ring in the New Year
The week leading into the New Year provided an exclamation point for two of the most successful fund groups, in flow terms, during 2023. China...
Pivoting to optimism as 2023 winds down
Investors have a lengthy wish list for 2024. On it are lower US and Eurozone interest rates, more aggressive stimulus measures by Chinese...
Investors start closing the book on 2023
The flash of animal spirits that followed the US Federal Reserve’s final policy meeting of 2023 in mid-December carried equity markets higher for...
Fed gives Santa a green light to rally
A week marked by caution and muted fund flows ended with a burst of enthusiasm triggered by the US Federal Reserve’s acknowledgment of progress in...
$1.2 trillion and counting for US liquidity funds
The first week of December saw US Money Market Funds absorb another $69 billion, lifting their year-to-date total past the $1.2 trillion mark, while...