Global Navigator, Economist Insights Still buying into the ceasefire as April winds down April ended with another week of record highs for key equity indexes, oil prices holding around $100 a barrel, first quarter earnings reports... May 05, 2026
Global Navigator, Economist Insights Some optimism eludes the blockade in mid-April The market euphoria that followed the announcement of a ceasefire between the US and Iran on April 7 soon ran into the painful reality that both... Apr 24, 2026
Global Navigator, Economist Insights Risk appetite reemerges as de-escalation hopes drive fresh inflows For the second time in a row, the reporting period for EPFR-tracked funds ended with markets responding to hopes of an end to the fighting between... Apr 15, 2026
Global Navigator, Economist Insights March ends with a whimper, April starts with a modest roar Going into the final day of the latest reporting period, which ended April 1, flows for EPFR-tracked mutual funds and ETFs had a nowhere-to-hide... Apr 07, 2026
Global Navigator, Economist Insights Multiple defense policies in mid-March As the first quarter of 2026 headed into its final fortnight, investors were looking at a range of threats to their portfolios. These include... Mar 25, 2026
Global Navigator, Economist Insights Keeping the powder dry as missiles fly As the latest iteration of the long-running conflict between the Iran and the US entered its second week, flows to many EPFR-tracked fund groups... Mar 17, 2026