Insights
Proprietary market data and analysis
Quant Insights
Off the wires: Investors’ enthusiasm for Japanese stocks has gone overboard
Japanese equities have enjoyed a burst of popularity in 2023, but which equity funds have really benefited from it? Quantitative Analyst, Azalea...
Putting a premium on T+0.5 data
In this Quants Corner, we demonstrate that Premium Daily Flows data can be harnessed through quantitative analysis and modeling to deliver strong...
Off the wires: 7 meme stocks to buy before they soar to new heights in 2023
In this Off the Wire, we explore how EPFR’s Stock Flow and Allocation data can provide valuable insights into investor sentiments surrounding meme...
Economist Insights
Flows to China Equity Funds balloon in early February
On the eve of the Year of the Dragon, China Equity Funds smashed the weekly inflow record set in early 3Q15 as domestic institutional investors...
Fed ‘punch bowl’ remains under wraps
Investors went into the final week of January expecting more support from Chinese policymakers and hoping the US Federal Reserve would put a date –...
China Equity Funds in the money as policymakers voice support
Going into the final week of January, flows into China Equity Funds hit levels last seen during early 3Q15 as Chinese leaders discussed measures to...
Multimedia
A lookback at 2023 and trends to watch in 2024
The EPFR team wraps up 2023 and analyzes possible market and investor sentiment trends in 2024 for asset allocations and fund flow data.
EPFR Exchange Podcast – The Rise of Money Markets: strengths, challenges, and reforms feat. Schwab Asset Managements’ Tim Schiltz
Join EPFR’s Kirsten Longbottom and JayMcLaughlin for an exclusive conversation with guest expert Tim Schiltz from Schwab Asset...
Weekly fund flows highlights – 30th October 2023
EPFR’s Steve Muzzlewhite explains how rising geopolitical tensions caused investor sentiment to shift away from bond flows and equity fund...
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...