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Central banks: Operating in the post-Covid policy environment
Central banks: Operating in the post-Covid policy environment

Mar 14, 2022 |

In the aftermath of the Covid pandemic’s initial onslaught, central bankers proved their policy toolkit had not – as feared – been exhausted by the great financial crisis of 2008-09 and its aftermath. Furthermore, the experience of combating the GFC taught them to deploy that tool kit quickly and decisively. But, especially in the case of the US and Europe, those central bankers were slow to dial back their support as the global economy rebounded from the initial shock of the pandemic. Many now stand accused of stoking inflationary pressures. With inflation hitting multi-year highs in the US and Europe and fiscal discipline in many countries now honored mainly in the breach, central bankers face a new set of challenges.

The predictive power of EPFR – Webinar
The predictive power of EPFR – Webinar

Feb 24, 2022 |

Since the start of its ETF purchasing program in 4Q10, the combined value of the Bank Of Japan’s (BOJ) domestic ETF holdings has ballooned to over $450 billion. It owns over 5% of the total market capitalization of the TOPIX index and, by some estimates, has acquired 70% of the total ETFs eligible under the terms of its current program.

EPFR’s 2021 Q1 wrap – Reflation, inflation and volatility – Webinar
EPFR’s 2021 Q1 wrap – Reflation, inflation and volatility – Webinar

May 31, 2021 |

The first quarter of 2021 saw the global reflation vs. inflation story develop. February brought with it a record number of flows into equity funds and as we move through March, our research team continues to compile EPFR-tracked fund flows and allocations data to ascertain whether global reflation will trigger higher-than-expected inflation.

China: Should it be its own asset class? – Webinar
China: Should it be its own asset class? – Webinar

Nov 16, 2020 |

Join EPFR Director of Research, Cameron Brandt, Forbes Columnist, Kenneth Rapoza and EPFR Manager of Quant Strategies, Steven X. Shen, CQF as they discuss how managers are navigating retail currents, geopolitical reefs, the pandemic tide and rebalanced ballasts, the debate about China’s future as an asset class, and the economic relationship between China and the US in our latest webinar playback.

Introducing EPFR FX Allocations Data: Achieve predictive power
Introducing EPFR FX Allocations Data: Achieve predictive power

Nov 9, 2020 |

The final two months of 2020 should resolve what flavour of political leadership the US will enjoy for the next four years and whether the next stage of the UK’s relationship with the EU includes a trade deal, as well as providing a better fix on the timing of any COVID-19 vaccines.

The predictive power of EPFR data: A Quantitative perspective
The predictive power of EPFR data: A Quantitative perspective

Sep 24, 2020 |

Predictive power of EPFR: a Quants perspective Our webinar demonstrates the ‘predictive power’ of EPFR Fund Flows and Allocations data. Our event, hosted by our EPFR Director of Research – Cameron Brandt and our esteemed Quant team, Vik Srimurthy, Steven Shen and Sayad Baronyan provides a walkthrough of the EPFR…

EPFR market intelligence fund focus – Webinar
EPFR market intelligence fund focus – Webinar

Aug 5, 2020 |

EPFR Market Intelligence Fund Focus EPFR Director of Research Cameron Brandt and EPFR Mutual Funds & ETFs Subject Expert Steve Muzzlewhite discuss the fund manager allocations driving global markets and how we see yield hunger developing in the months ahead.

Dealing a full deck: Utilize share classes for reliable China exposure
Dealing a full deck: Utilize share classes for reliable China exposure

May 21, 2020 |

At the end of February, China’s average share of EPFR-tracked Global Emerging Markets Equity Funds exceeded 30% for the first time. The milestone is another reflection of China’s growing importance for both equity and fixed income fund managers, as well as efforts by Chinese authorities such as the Shanghai-Hong Kong stock and bond connections to open up their capital markets to foreigners.