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...
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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...
Investors tip-toe into the New Year
Over $110 billion – a 131-week high – flowed into EPFR-tracked Money Market Funds during the week ending Jan. 4 as investors surveyed an investment...
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...
Investors cash in on the US-led rally
November closed with one benchmark US equities index returning to ‘bull’ territory. It also ended with Federal Reserve Chair Jerome Powell remarking...
Investors bracing for a chilly December
The glow from October’s better-than-expected US inflation data did not take long to fade. Going into the Thanksgiving holiday, investors found...
A ray of optimism breaks through the clouds
By an underwhelming margin, October’s headline number for US inflation came in below expectations of a 0.1% drop to 8%. But the reaction from...