Scroll down to find out where EPFR’s data has been cited this month.
Yahoo! Finance – The CHIPS Act reawakens the buyback bogeyman: Morning Brief
According to EPFR data cited by Yahoo! Finance, US companies announced a record $1.223 trillion of buybacks last year. This year, it’s already running at $274.9 billion.
Financial Times – Investors pour record sums into high-grade corporate bonds
The Australian Financial Review – Global investors are flooding back to China – should you join them?
EPFR’s Director of Research, Cameron Brandt, discusses latest trends in China
Pensions & Investments – Investors returning to emerging markets debt after battering in 2022
According to EPFR data, investors pulled a net $110.5 billion from emerging markets bond funds in 2022, but in the third week of January this year $2.5 billion flowed in.
The Wall Street Journal – Investors Are Exiting U.S. Stock Funds During 2023 Rally
Director of Research, Cameron Brandt, shared insights with Hannah Miao on the limited appetite for US stocks funds and investors’ search for opportunity elsewhere.
CNN – Stock buybacks could beat last year’s record $1.2 trillion
Companies have announced about $175 billion worth of planned stock buybacks so far this year. That’s more than double last year’s pace, according to data from EPFR.
Reuters – Factbox: U.S. stock buybacks so far in 2023: big money, fewer companies
So far in 2023, 78 companies have announced buybacks compared with 125 companies as of this time last year, according to EPFR.
Steven Shen, Manager of Quantitative Strategies at EPFR, analyses latest money flows into mainland Chinese and Hong Kong stocks.
“Active managers have never been this positive toward China markets in the past five years”
Stronger currencies are drawing capital back to Asian bond markets. Preliminary data from EPFR shows $264 million flowing into Asian bond funds outside Japan in the four weeks of January, following 11 straight months of outflows since last February.