Will US policy respond to reality’s bite?
The final week of April saw the release of data showing the US economy stalled in the first quarter, new orders for Chinese exporters fell to a...
Bond Fund Flows
Investors keep shuffling their hands
With the policy swings emanating from US President Donald Trump’s administration continuing to buffet global markets, investor sentiment remained...
‘Safe haven’ flows bypassing US Bond Funds in mid-April
Given the choice between two historic ports in economic storms, gold or US bonds, investors have overwhelmingly opted for the former during the...
“Liberation Day” and after: A remarkable period of volatility for global fund flows
The Trump administration’s tariff announcements in the first week of April triggered the worst turmoil in global markets since the pandemic.
China dodges the tariff bullet, catches the inflows
A week that was turbulent even by the standards of US President Donald Trump’s time in office saw funds dedicated to the primary target of his...
For investors, safety trumps liberty on early April
The second quarter kicked off with US President Donald Trump mapping out a path to ‘liberation’ built on the foundation of higher tariffs for nearly...