Quant Insights | Economist Insights | Multimedia | Papers

Weekly fund flows highlights – 2nd October 2023

10.03.2023

With Q3 2023 coming to an end, Research Associate, Kirsten Longbottom, shares the latest EPFR fund flows and asset allocations update. This week, our attention is set on sector funds trends.

Risk appetite heavily impacted sector rotation during the final week of September; EPFR-tracked data reports outflows in 8 out of the 11 sector fund groups we cover. However, there are silver linings.

Watch this week’s video to find out which three sectors reported inflows last week, and deep dive into other valuable investor sentiment trends we’re seeing through our financial markets data, including:

Which sector registered the second largest inflow since 1996
How are investors approaching financial sector funds in recent weeks

Do you need more insights? Read Cameron Brandt’s latest Global Navigator for week ending 29th September 2023.

Would you like to learn more about our solutions?

Contact us

Next Post →

▶︎ Quant Insights

▶︎ Economist Insights

▶︎ Multimedia

▶︎ Papers

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

Jul 26, 2024 | Multimedia

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.

Market Insights: Latest trends for ESG and Electric Vehicle Funds

Jun 26, 2024 | Multimedia

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

May 31, 2024 | Multimedia

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?

Quant Insights | Economist Insights | Multimedia | Papers