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Weekly fund flows highlights – 22nd May 2023
Weekly fund flows highlights – 22nd May 2023

Our EPFR Fund Flows and Allocations data reveals money is flowing out of “Risk Assets” and into Money Market Funds and Gold Funds.

Join Steve Muzzlewhite, Global Head of Customer Solutions, for our weekly markets update. As we head towards the end of May 2023, our data shows the following:

“Risk Assets” out of favor
Latin American Equity markets win
US Bond Investors shrug off “US Debt Ceiling Crisis”

Market Insights: Retail flows
Market Insights: Retail flows

During this session, Quantitative Analyst Azalea Micottis showed how EPFR’s fund flows data can work with retail flows to uncover key insights for investors.

Off the wires: Investors bet on shrinking pool of tech stocks as rally narrows
Off the wires: Investors bet on shrinking pool of tech stocks as rally narrows

Year-to-date the American S&P 500 index has rallied by over 7.5%. However, with a large proportion of these gains driven by just seven technology names, just how sustainable this trend has become is a hot topic among investors. This effect has been exacerbated in recent weeks as the 1Q23 earnings season results proved more fruitful for tech companies relative to other US sectors.

Weekly fund flows highlights – 15th May 2023
Weekly fund flows highlights – 15th May 2023

Following interest rate increases from both the US Federal Reserve and the European Central Bank, disparity has taken over investors. Our Head of Global Customer Solutions, Steve Muzzlewhite, uses our fund flows and asset allocations data to analyze the latest sector rotation and portfolio management strategies, and how these are impacting global markets.

Banking on more pain ahead
Banking on more pain ahead

A recession in the second half of the year, triggered by the impact of current interest rates on the real estate sector and the banks that lend to it, is a fearful scenario for investors. This was reflected in the flows for EPFR-tracked Sector Funds during the week ending May 10, with a combined $3.8 billion redeemed from Financial, Real Estate, Energy and Commodities Sector Funds.

Weekly fund flows highlights – 8th May 2023
Weekly fund flows highlights – 8th May 2023

How did markets react to the interest rate hikes from both the US Federal Reserve and the European Central Bank? In a week where nonfarm payrolls in America reported a job increase way above the initial expectations, we use EPFR’s Fund Flows and Allocations data to deep dive into the latest investor sentiment trends.

EPFR in the news – May 2023
EPFR in the news – May 2023

EPFR fund flow data is trusted by leading media across the globe. Check out our May 2023 citations, featuring Nikkei Asia, Bloomberg and CNBC.