An invitation to take on more risk?
As expected, the fourth week of July ended with the Federal Reserve hiking US interest rates by another 75 basis points. For a market that feared...
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For Europe, the screws keep tightening
The third week of July was a tense one for investors with a European focus, who waited for the answers to a number of thorny questions. Would...
Darkest just before the dawn?
Given the raft of unsettling news and data thrown at them during the second week of July, investors showed considerable fortitude.
A few green shoots as third quarter starts
Flows during the first week of the third quarter favored liquidity, with EPFR-tracked Money Market Funds recording their biggest inflow...
Investors batten down the hatches going into the third quarter
Investors pulled money out of all the major EPFR-tracked fund groups during the final week of June as they closed the books on a quarter that saw...
2Q22 ending with more than a whimper
Against a backdrop of market volatility, slowing economic growth in Europe and North America, gasoline prices and mortgage rates in the US firmly...
For investors, light dims as solstice approaches
The Northern hemisphere’s summer solstice, which occurs on June 21, marks the day when it is light for the longest period. In the week preceding...
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,...
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...