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Market Insights: on ESG

07.11.2023

Flows for all SRI/ESG Funds ballooned in 2021, collecting a record yearly total of $462 billion in 2021 alone. Their influx cooled in 2022 and they have since then been choppy, as stricter requirements to being classified as SRI or ESG came in to play.

During this 20-minute Market Insights, Global Head of Customer Solutions, Steve Muzzlewhite, and Research Associate, Kirsten Longbottom, will give you an overview of each major asset group through the lens of SRI/ESG, and explore how we see them playing a role in Sector Funds using our EPFR Fund Flows & Allocations data.

Our speakers will also deep dive into Energy Sector Funds and other major custom groups that provide a “clean energy” alternative.

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

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Market Insights: Searching for an anchor: Market sentiment towards China

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Among the shifts evident in EPFR’s data coming into the third quarter was a recovery in sentiment towards, and flows into, China-mandated Equity and Bond Funds. Some of this money arrived in anticipation of more aggressive policy support for China’s economy in the wake of the Chinese Communist Party’s 3rd Plenum in mid-July. But that meeting largely affirmed the government’s current policies, and many key data points from domestic house prices to foreign direct investment in China remain at odds with the broad recovery that markets are hoping for.

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This year, funds with SRI/ESG mandates are well off the pace seen in 2021 when the current full-year inflow record was set, despite taking in fresh money 22 of the 24 weeks year-to-date. What can we learn from this trend using EPFR-tracked fund flows, and what does the rest of 2024 look like for funds with ties to ESG and Electric Vehicles following the EU and USA’s recently imposed tariff’s on Chinese EV’s? Join us for our 20-minute market update, as we will delve into the trends shaping fund flows related to SRI/ESG and Electric vehicles.

Market Insights: Central Banks Update

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With the G7 Central Banks meeting this week in Italy and global markets expecting the long-anticipated central bank ‘pivots’ to start lowering European borrowing costs by the end of the current quarter, change is again in the air. What can investors expect at macro and micro levels if the European Central Bank and Bank of England join their Swiss and Swedish peers and start cutting interest rates?

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