Insights
Proprietary market data and analysis
Quant Insights
Quants Corner: Energy funds in a time of war
This blog will examine the impact the conflict between Russia and Ukraine has had on global energy markets and the calls investors have made during...
Quants Corner: Retail flows | The wisdom of “dumb money”
In this blog, we utilize some of EPFR’s oldest strategies to test the predictive powers of the retail flows captured in the universe of 150,000...
Quants Corner: Separating the wheat from the chaff in China
Of the $82 billion that investors committed to all EPFR-tracked Emerging Markets Equity Funds through the first 10 months of 2022, three-quarters...
Economist Insights
Global Navigator: Investors tip-toe into the New Year
Over $110 billion – a 131-week high – flowed into EPFR-tracked Money Market Funds during the week ending Jan. 4 as investors surveyed an investment...
Global Navigator: 2022, A tale of active versus passive
The final week of 2022 saw EPFR-tracked Bond Funds post consecutive weekly outflows for the first time since mid-October, capping a year when the...
Global Navigator: Flow history repeats itself as 2022 closes
A final look to EPFR-tracked equity funds in December 2022, with alternative, balanced, bond and money market funds experiencing significant...
Multimedia
Market insights: On China and emerging markets in Asia
Join EPFR’s Cameron Brandt, Director of Research, and Steven Muzzlewhite, Global Head of Customer Solutions, for an update on global markets using...
Weekly fund flows highlights – 16 January 2023
Watch EPFR’s Global Head of Customer Solutions, Steve Muzzlewhite, as he analyzes some interesting movements we have seen in data.
Weekly fund flows highlights – 9 January 2023
In this video, Steve Muzzlewhite, Global Head of Customer Solutions at EPFR, provides a weekly recap of major market movements and investor...
Papers
EPFR Papers: NEW Stock Level Tool
EPFR has developed a new tool. Stock Barometer, to help at the individual security level. Organized around a range of well-known indexes, these...
EPFR Papers: SRI/ESG: Recent trends for emerging markets
2020 was a special year from a mutual fund flows and allocation data perspective. This paper covers the reactions to Covid, China, US elections and...
EPFR Papers: China: Should it be in an asset class of its own?
Our latest technical paper discusses China as an asset class from the perspective of the EPFR China Flows and Positioning datasets. China Share...