Market Insights: Searching for an anchor: Market sentiment towards China
Among the shifts evident in EPFR’s data coming into the third quarter was a recovery in sentiment towards, and flows into, China-mandated...
Sector rotation strategy
Fund flows prove resilient as noise levels rise
During WWII, civilians were constantly reminded that “loose lips sink ships.” In early 3Q24, it appeared that loose lips can also sink chips as...
Risk appetite climbs in early July
With US inflation behaving itself, French and British elections in the rearview mirror and another corporate earnings season that is expected to...
At the halfway point, glass half full
Investors spent the first few days of the third quarter trying to link the potential outcomes of snap elections in the UK and France, and shifts in...
First outflow in 10 weeks for US Equity Funds
Last week, investors homed in on recent data showing labor markets easing and price growth moderating and boosted flows to US Equity and Bond Funds....
Market Insights: Latest trends for ESG and Electric Vehicle Funds
This year, funds with SRI/ESG mandates are well off the pace seen in 2021 when the current full-year inflow record was set, despite taking in fresh...