Growth sectors and India shine in mid-July
With inflation falling on both sides of the Atlantic despite resilient job markets, investors dared during the third week of July to dream of ‘soft...
money market fund flows
Hope gets a 3% boost ahead of Fed’s July meeting
EPFR-tracked US Equity and Bond Funds absorbed a combined $22.2 billion during the second week of July. Of that total, $11 billion flowed in on the...
For investors, 1H23 was an exercise in making sense of interesting times
Six months into 2023, the term “goldilocks economy” has been dusted off by some investors as they contemplate declining inflation, strong labor...
EPFR in the news – July 2023
EPFR’s leading fund flows and asset allocations data is cited globally in leading media outlets. This is a summary for July 2023.
Asia shines as second quarter winds down
With major central banks in Europe and North America still tightening policy in the face of inflation rates three or four times their official...
To investors, the ‘punch bowl’ still looks empty
In mid-June, markets got what they had been hoping for. The US Federal Reserve paused its rate hiking cycle and China’s central bank moved, albeit...