Flows and Trends: “Liberation Day” and After
Our latest on-demand video – “Liberation Day and After” – unpacks the implications of rising tariffs on markets, investor expectations and central...
Bond Fund Flows
Investors bear down on slower growth
For EPFR-tracked mutual funds and ETFs, May began much as the previous month ended. Investors again bypassed US and China Equity Funds in favor of...
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...
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.