Market insights: Investor sentiment following SVB’s collapse

The recent collapse of Silicon Valley Bank (SVB) has shaken markets across the globe, adding another layer of volatility and uncertainty to the global economy. A week after the news broke out, how has this affected investor sentiment? What do EPFR Fund Flows and Allocations data show about the real impact on different sectors, markets and geographies?

Join our Chief Innovation Officer, Sayad Baronyan, and Director of Research, Cameron Brandt, for a macro and micro-level outlook, including:

  • Market positioning towards the banking industry before the collapse
  • Silicon Valley Bank positioning: active managers, fixed income
  • Equity positioning of small or regional banks similar to SVB
  • Fund managers’ response
  • Outlook for regional banks
  • The impact on the US technology sector

 

We host our Market Insights calls regularly. Would you like to join the next one? Please email marketing@epfr.com to register.

Would you like to learn more about our solutions?

Related Posts

Weekly fund flows highlights – 22nd May 2023

Weekly fund flows highlights – 22nd May 2023

Our EPFR Fund Flows and Allocations data reveals money is flowing out of “Risk Assets” and into Money Market Funds and Gold Funds.

Join Steve Muzzlewhite, Global Head of Customer Solutions, for our weekly markets update. As we head towards the end of May 2023, our data shows the following:

“Risk Assets” out of favor
Latin American Equity markets win
US Bond Investors shrug off “US Debt Ceiling Crisis”

Market Insights: Retail flows

Market Insights: Retail flows

During this session, Quantitative Analyst Azalea Micottis showed how EPFR’s fund flows data can work with retail flows to uncover key insights for investors.

Weekly fund flows highlights – 15th May 2023

Weekly fund flows highlights – 15th May 2023

Following interest rate increases from both the US Federal Reserve and the European Central Bank, disparity has taken over investors. Our Head of Global Customer Solutions, Steve Muzzlewhite, uses our fund flows and asset allocations data to analyze the latest sector rotation and portfolio management strategies, and how these are impacting global markets.

Better, More Actionable Insights

Let us show you how EPFR can create value for your specific strategy

 
 

*Indicates required fields

By ticking this box, you agree to receive marketing communications from EPFR. You can review your email preferences upon submitting this form