Insights
Proprietary market data, research and analysis
Quant Insights
![Table representing "Shares Surprise (ShsSurp): Quintile Spread by Universe (monthly, annualized)"](https://epfr.com/wp-content/uploads/2024/05/New-QC-thumbnail-v2-1024x774.jpg)
Surprising value in the space between expected and delivered
This Quant’s Corner will explore the gap between destination and arrival in the investment process using EPFR’s Stock Flows & Holdings data,...
![Chart representing "Annual New Stock Buybacks"](https://epfr.com/wp-content/uploads/2024/04/QC-thumbnail-16th-april-1024x772.png)
Corporate America’s trillion dollar put
Last year, US companies spent over $1 trillion buying back their own shares. It was the third consecutive year in which repurchases topped the $1...
![Chart representing (Flow and Return of iShares Mexico ETF as a % of AuM)](https://epfr.com/wp-content/uploads/2024/03/Website-thumbnail-2-1024x771.png)
Getting ready for an anomalous election
Although the 2024 US presidential election looks likely to be a re-run of the 2020 contest, it still meets the classic definition – irregular,...
Economist Insights
![Chart representing 'Weekly cumulative flows (% of AuM) for Foreign vs Domestic-domiciled India, China, and Korea Equity Funds'](https://epfr.com/wp-content/uploads/2024/07/GNN-chart-1-Website-1024x663.png)
First outflow in 10 weeks for US Equity Funds
Last week, investors homed in on recent data showing labor markets easing and price growth moderating and boosted flows to US Equity and Bond Funds....
![Chart representing 'Weekly flows (LHS) and cumulative performance (RHS) for Cryptocurrency Funds, 2023-YTD'](https://epfr.com/wp-content/uploads/2024/06/24.06.24-GNN-thumbnail-1024x770.png)
Investors choose to follow the data
Although the US Federal Reserve only sees one interest rate cut in the second half of 2024, investors opted during the third week of June to focus...
![Chart representing 'Cumulative weekly flows (% of AUM) to major EPFR-tracked fund groups YTD'](https://epfr.com/wp-content/uploads/2024/06/17.06.24-New-GNN-Thumbnail-1024x778.png)
Politics snapping at Europe’s heels
The aftershocks of the European Parliamentary elections continued to reverberate during the second week of June, with French leader Emmanuel Macron...
Multimedia
!["EPFR Webinar: Sell in May and go away until 2025?](https://epfr.com/wp-content/uploads/2024/04/Sell-in-may-multi-thumbnail-1024x771.png)
EPFR Webinar: “Sell in May and go away until 2025?”
EPFR’s CIO, Sayad Baronyan, and Research Director, Cameron Brandt, will explore the road ahead and the key issues facing investors during Q2 and...
!["Market Insights: GEM Ex-China"](https://epfr.com/wp-content/uploads/2024/04/Multimedia-GEM-ex-China-thumbnail-1024x771.png)
Market Insights: GEM Ex-China
Join us for our 20-min Market Insight call on GEM Ex-China, hosted by EPFR’s Research team; Cameron Brandt, Steven X. Shen, CQF and Kirsten...
!["Webinar: Equity Research"](https://epfr.com/wp-content/uploads/2024/04/Multimedia-thumbnail-v2-1024x772.png)
Equity Research Webinar
After a decade where a rising tide of liquidity lifted most equity markets, analyzing this asset class has rapidly become more complicated ats the...
Papers
![Image of EPFR's Fixed Income ISIN Flow and Allocation Factsheet for China Evergrande Group.](https://epfr.com/wp-content/uploads/2023/05/EPFR_P4b_chart_320x216.jpg)
China Evergrande – Fixed on its fate
The fate of China’s Evergrande, the second-largest developer in China by sales, could have a knock-on effect on China’s real estate sector and the...
![Image of EPFR logo on dark blue background](https://epfr.com/wp-content/uploads/2022/12/keeping-your-hand-in-the-game-with-a-new-stock-level-tool_314563.jpg)
Keeping your hand in the game with a 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...
![Chart representing the 'Cumulative net flows, in % of AUM terms, for all multi asset, equity and bond funds, 2018–YTD'.](https://epfr.com/wp-content/uploads/2023/05/EPFR_P4e_chart_320x210.jpg)
SRI/ESG: Recent trends for emerging markets funds
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...