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...
Sector Rotation
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.
Weekly fund flows highlights – 26th June 2023
Our EPFR Fund Flows and Allocation data reveals the latest in investor sentiment as the US Federal Reserve announce they’re pausing the...
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...
Weekly fund flows highlights – 19th June 2023
Our EPFR Fund Flows and Allocation data reveals the latest in investor sentiment as the US Federal Reserve announce they’re pausing the...