More record-breaking stock buybacks in the US
Before this year, buybacks in the July/August (2Q) earnings season had never surpassed $6 billion a day. This year, buybacks averaged $7.2 billion...
equity fund flows
Stars and stripes currently flying at the top of the flow flagpole
Fiscal indiscipline. Volatile policymaking. Fresh attempts to strong-arm the Federal Reserve into cutting interest rates faster and deeper. Despite...
Swimming against the tide in late August
Going into the final days of August, flows to – and from – EPFR-tracked mutual funds and ETFs continued to contradict the broader market narrative...
Are fears of an AI bubble ‘fake news’?
Fears that the Artificial Intelligence story has been pumped up to unsustainable levels dominated the third week of August, with the market value of...
A cautious response to Trump administration’s green light for private equity
Towards the end of the second week of August, the US administration removed a major barrier to 401K retirement plans investing in private equity....
More mixed signals in early August
The search for stable outcomes and yields helped steer another $23 billion into Bond Funds during the first week of August, continuing a trend that...