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Sticks outnumber carrots in early May
Sticks outnumber carrots in early May

May 6, 2022 |

The first week of May ended with the US Federal Reserve raising its key interest rate by 50 basis points. Investors, who expected a hike of that magnitude but feared the Fed might opt for a 0.75% increase, spent most of the week taking defensive positions. They cut their exposure to emerging markets and high yield debt, technology stocks, alternative assets and real estate. Europe Equity and Bond Funds also experienced significant redemptions as Russia’s invasion of Ukraine grinds into its 12th week.

Oil bonds still have fuel in the tank – but how long will it last?
Oil bonds still have fuel in the tank – but how long will it last?

Nov 22, 2021 |

Fixed income markets are abuzz about the spectacular demand for new green bonds. Flows into fixed income funds with socially responsible investing (SRI) or environmental, social and governance (ESG) mandates have soared, whereas those tracked by EPFR have seen their Assets under management increase sevenfold since the beginning of 2019.

China Evergrande – Fixed on its fate
China Evergrande – Fixed on its fate

Nov 22, 2021 |

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 international markets, in what doomsayers have warned could well be another Lehman moment for financial markets.

Keeping your hand in the game with a new stock level tool
Keeping your hand in the game with a new stock level tool

Nov 17, 2021 |

EPFR has developed a new tool. Stock Barometer, to help at the individual security level. Organized around a range of well-known indexes, these ‘barometers’ list the stocks in those indexes and illustrate their daily situation based on two key factors, flow momentum and ownership dispersion.

EPFR Papers: China: Should it be in an asset class of its own?
EPFR Papers: China: Should it be in an asset class of its own?

Oct 12, 2020 |

Our latest technical paper discusses China as an asset class from the perspective of the EPFR China Flows and Positioning datasets. China Share Class Allocations (CSCA) is the latest in a progression of datasets offered by EPFR that shed light on China, stretching back to Emerging Markets Equity Fund flows in 1995.