Insights
Proprietary market data, research and analysis
Quant Insights
Is there still hope for Middle Earth?
Cheerleaders for the UK’s stock market are thin on the ground these days. They are even thinner when it comes to the small and mid-cap spaces, with...
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,...
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...
Economist Insights
Caution still reigns despite a late flurry
The toll on predictability taken by the idiosyncratic policymaking style of the new US administration hit fund flows during the second week of...
Glass looking half empty in mid-March
The toll on predictability taken by the idiosyncratic policymaking style of the new US administration hit fund flows during the second week of...
Back to the future for fund flows in 1Q25
Five weeks into President Donald Trump’s first term, flows to EPFR-tracked Europe Equity Funds were coming out of a long slump, investors were...
Multimedia
Market Insights: Searching for an anchor: Market sentiment towards China
The prospect of a slower-than-anticipated recovery for the Chinese economy puts investors at a crossroads. Following a market correction that...
Market Insights: Latest trends for ESG and Electric Vehicle Funds
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...
Market Insights: Central Banks Update
With the G7 Central Banks meeting this week in Italy and global markets expecting the long-anticipated central bank ‘pivots’ to start lowering...
Papers
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...
The global evolution of low-volatility investment in asset management
Asset managers are responding to this demand. According to data from Informa Financial Intelligence’s EPFR, by mid-2Q19 there were 204...
Fund flows as country allocator
In this article, the authors find significant positive returns over a forward one-month holding period for strategies that buy in countries that...