The Year of the Dragon has started with investors souring on equity funds with SRI/ESG mandates, seeking alternatives to China, pumping more money into the artificial intelligence theme, keeping European equity in the deep freeze, and steering over $200 billion into EPFR-tracked Bond Funds.
Going into the second quarter, risk appetite among developed markets asset classes remains high despite fears that the US Federal Reserve will not start cutting interest rates until the second half of the year, but fund groups dedicated to the emerging markets are struggling to attract fresh money.
EPFR’s CIO, Sayad Baronyan, and Research Director, Cameron Brandt, will dig into the data from 1Q24 and highlight areas that will play a role in shaping the market narrative during the second quarter.
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