Unlocking value from Japanese sectors
Investing in Japan during the lost decades that followed the collapse of a major property bubble in 1991 has been challenging. This year, however, a...
Quant Insights
Copper, a silver bullet for a commodities strategy?
The brightest star in the commodities firmament? That changes from day to day in response to shifts in supply and demand. But copper, or ‘red gold’...
Putting a premium on T+0.5 data
In this Quants Corner, we demonstrate that Premium Daily Flows data can be harnessed through quantitative analysis and modeling to deliver strong...
An unusual visitor comes knocking on Japan’s door. Did it RSVP?
After literally decades of being on the losing side despite serial, increasingly massive quantitative easing programs, the Bank of Japan (BOJ) has...
Early-release flow data: jumping on a bandwagon?
EPFR’s daily flow data is usually released around 5 pm Eastern Standard Time (EST) the following business day. That is – narrowly – too late to...
Off the wires: Bitcoin is one year away from a major technical event. History suggests the start of another bull run
Bitcoin’s next “halving” is expected to take place in 2024. These events take place when Bitcoin miners have added 210,000 “blocks” to the...
Off the wires: US inflation falls to lowest level since May 2021
According to CNN, annual inflation dropped in March 2023 for the ninth consecutive month, and grocery prices fell month-on-month for the first time...
When ETF flows confound expectations
From time to time, EPFR’s clients alert us to anomalous flows into exchange traded funds (ETFs) that occur on a specific day and for a specific...
Off the wires: Google launches Bard chatbot to rival OpenAI’s ChatGPT
In late November 2022, OpenAI launched ChatGPT – an AI driven chatbot that can answer complex questions and handle almost any topic. A couple of...
Off the wires: Money market funds swell by more than $286bn amid deposit flight
The collapse of several US regional banks and the UBS-Credit Suisse merger in March spurred investors to look for alternative homes for their money....
Off the wires: Tesla stock gathers steam as reports show EV giant hits brakes on China plant production
As Tesla halted the production line at its Shanghai plant, Steve Xinlei Shen uses EPFR’s Stock Flows dataset to assess to assess investor...
Off the wires: Nike, Adidas shoe supplier to cut up to 3,000 jobs in Vietnam this month
Azalea Micottis expands on a recent Nikkei Asia article to deep dive into the latest Vietnam’s equity fund trends using EPFR Fund Flows and...
Off the wires: US-China trade hits record high despite rising tensions
Olivia Blaszkowski from EPFR takes a recent BBC article to look into US investor sentiment towards China. Fund flows show that the tide is...
For bond fund flows, green is gold
EPFR’s Vik Srimurthy uses our fund flows data to analyse the evolution of SRI/ESG funds (also called “green bonds”), and their...
Off the wires: Could Europe end up with a worse inflation problem than America
Post pandemic, the US and Europe have seen prices soar and policymakers have been scrambling to slow the pace of inflation. Europe and the US took...