The final two months of 2020 should resolve what flavour of political leadership the US will enjoy for the next four years and whether the next stage of the UK’s relationship with the EU includes a trade deal, as well as providing a better fix on the timing of any Covid-19 vaccines. The answers to these questions will have a major bearing on foreign exchange movements for individual currencies and pairs, such as the pound sterling and euro, linked by geopolitical issues. Our host, Cameron Brandt – EPFR Director of Research, is joined by guests Sayad Baronyan – EPFR Head of Quantitative Research, and Jonathan Cavenagh – IGM Senior Market Strategist to provide their views on these major FX questions.
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”