Global Navigator, Economist Insights Going for gold in the second half of October On the surface, the third week of October was another good one for EPFR-tracked mutual funds and ETFs. Bond Funds took in another $17.2 billion and... Oct 28, 2025
Global Navigator, Economist Insights China’s outperformance is finding buyers Going into the second half of October, investors continued to tune out the noise surrounding Sino-US trade relations and buy into the strong... Oct 24, 2025
Multimedia Rich in Flows, Poor in Perception: A Diverging Narrative of US Capital Positioning Under Trump 2.0 Thus far in Trump 2.0, capital has poured into US equity and bond funds at a pace unseen since 2020. But beneath these headline flows lies a more... Oct 02, 2025
Global Navigator, Economist Insights Rate cut brings dollar strength in focus In the wake of the Federal Reserve’s first interest rate cut of 2025, benchmark US equity indexes surged to fresh record highs. Oct 02, 2025
Global Navigator, Economist Insights Fed kicks off rate-cut cycle as flows hit multi-week high US Equity Funds posted an eye-catching year-to-date high inflow during a week that ended with the Fed cutting interest rates expectedly and a... Sep 26, 2025
Global Navigator, Economist Insights Cash, debt and caution drive fund flows in early September Investors returning from the summer holidays in early September ran into a sobering cocktail of political and sovereign credit risk, weak US labor... Sep 17, 2025