Rate optimism shapes run-up to Easter
Investors spent the week leading into the Easter holidays digesting the latest round of central bank policy meetings. Their conclusions seem to have...
equity fund flows
Getting ready for an anomalous election
Although the 2024 US presidential election looks likely to be a re-run of the 2020 contest, it still meets the classic definition – irregular,...
Weekly fund flows highlights – 25th March 2024
How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs...
BOJ closes the book on negative rates
Central banks were again front and center during the third week of March. Between March 18-21, the US Federal Reserve, European Central Bank, Bank...
Rising tide doesn’t lift SRI/ESG Funds
Record-setting flows into US Equity Funds ahead of the first “quadruple witching” of 2024 for futures and options contracts and February’s inflation...
Ex-China Funds: A shooting star or a new constellation?
The debate among investors over China’s place in the emerging markets universe and the appropriate level of exposure to the world’s second-largest...