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Europe equity funds latest to catch a lift
Europe equity funds latest to catch a lift

Flows into EPFR-tracked Emerging Markets Equity Funds during the third week of January climbed to their highest level since mid-1Q21 as investors positioned themselves for China’s much anticipated economic rebound and, the anti-inflation rhetoric of the Federal Reserve and European Central Bank (ECB) notwithstanding, an early end to the current interest rate cycles in the US and Europe. Investors also steered $2.5 billion – a 101-week high – into Emerging Markets Bond Funds.

Emerging markets funds catch a wave in mid-January
Emerging markets funds catch a wave in mid-January

Flows into EPFR-tracked Emerging Markets Equity Funds during the third week of January climbed to their highest level since mid-1Q21 as investors positioned themselves for China’s much anticipated economic rebound and, the anti-inflation rhetoric of the Federal Reserve and European Central Bank (ECB) notwithstanding, an early end to the current interest rate cycles in the US and Europe. Investors also steered $2.5 billion – a 101-week high – into Emerging Markets Bond Funds.

ESG funds finding the going hard in 2Q22
ESG funds finding the going hard in 2Q22

EPFR-tracked Equity Funds extended their longest run of outflows since 3Q19 during the week ending May 18 as slowing global growth, tighter monetary policy in the US, war in Ukraine and widespread lockdowns in China kept investors on the defensive. Bond, Money Market, Balanced and Alternative Funds also recorded outflows going into the second half of May.

Oil bonds still have fuel in the tank – but how long will it last?
Oil bonds still have fuel in the tank – but how long will it last?

Fixed income markets are abuzz about the spectacular demand for new green bonds. Flows into fixed income funds with socially responsible investing (SRI) or environmental, social and governance (ESG) mandates have soared, whereas those tracked by EPFR have seen their Assets under management increase sevenfold since the beginning of 2019.

Investors feel the heat in early November
Investors feel the heat in early November

The twin specters of inflation and the planet running hotter occupied investors going into November as the UN climate summit, COP26, got underway and central bankers in the US and UK met. SFlows to EPFR-tracked funds during the week ending Nov. 3 reflected the general focus on these themes.