After a decade where a rising tide of liquidity lifted most equity markets, analyzing this asset class has rapidly become more complicated as the Covid pandemic, Russia’s attack on Ukraine, rising inflation and tighter monetary policy have roiled global asset markets.
Investors are now turning away from China, cutting their exposure to the ESG theme, turning to cryptocurrencies rather than gold and betting on a future that is increasingly shaped by artificial intelligence.
In this 35 minute webinar, EPFR’s Director of Research, Cameron Brandt, and Senior Quantitative Implementation Consultant, Lee Morakis, give insights and illustrate how these factors are playing out at the geographic, asset class and single security levels.
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