Pages
- [Draft] Insights
- About Us
- Contact
- Cookie policy
- Cookie Policy (AU)
- Cookie Policy (BR)
- Cookie Policy (CA)
- Cookie Policy (EU)
- Cookie Policy (UK)
- Cookie Policy (US)
- Cookie Policy (ZA)
- Download our EPFR product overview brochure
- EPFR – diversion for bots
- EPFR | Fund Flows and Allocations Data and Insights
- EPFR 2023 Kickoff | Agenda
- EPFR Chartbooks
- EPFR Global Navigator | Looking back at Global Navigators in Q1
- EPFR Off the Wires | Looking back at Off the Wires in Q1
- EPFR Quants Corner | Looking back at Quants Corner in Q1
- EPFR Stock Flows and Allocations – Coverage
- EPFR Stock Flows and Allocations – Overview
- Gated Content Dev
- Insights
- Login
- Neudata London Data Summit 2023 | Thank You
- Privacy Policy
- Privacy policy
- Request a demo
- Sitemap
- Solutions
- Subscribe to EPFR’s Insights
- Subscribe to Global Navigator
- Subscribe to Off The Wires
- Subscribe to Quants Corner
- Terms and Conditions
- Terms And Conditions
- Thank You
- Thank You
- Thank You
- Thank You
- Thank You
- Thank You
- Thank You
- Thank You
- Tutorial videos for EPFR.com
- Website tutorials
Posts by Category
- Off The Wires
- Off the wires: Investors’ enthusiasm for Japanese stocks has gone overboard
- Off the wires: 7 meme stocks to buy before they soar to new heights in 2023
- Off the wires: Banks get another credit downgrade and stocks drop
- Off the wires: Banks choosing Paris over London post Brexit boost France’s exports
- Off the wires: ESG investors play the long game
- Off the wires: Long-Dated Treasury Futures Rally in Wake of Debt-Ceiling Accord
- Off the wires: Big investors rush into bonds after ‘cataclysmic’ year
- Off the wires: Muni junk bond king John Miller to retire
- Off the wires: Bank turmoil is paving the way for even bigger ‘shadow banks’
- Off the wires: Investors bet on shrinking pool of tech stocks as rally narrows
- Off the wires: Bitcoin is one year away from a major technical event. History suggests the start of another bull run
- Off the wires: US inflation falls to lowest level since May 2021
- Off the wires: Google launches Bard chatbot to rival OpenAI’s ChatGPT
- Off the wires: Money market funds swell by more than $286bn amid deposit flight
- Off the wires: Tesla stock gathers steam as reports show EV giant hits brakes on China plant production
- Off the wires: Nike, Adidas shoe supplier to cut up to 3,000 jobs in Vietnam this month
- Off the wires: US-China trade hits record high despite rising tensions
- Off the wires: Could Europe end up with a worse inflation problem than America
- Off the wires: Frontier and emerging markets: Inflection points
- Off the wires: India raises $1bn from maiden green bond sale
- Off the wires: Will Turkey remain as the top-performing market in 2023?
- Off the wires: Japan government bonds: Is there a coming outflow?
- Off the wires: Fusion energy breakthrough by US scientists boosts clean power hopes
- Quants Corner
- Copper, a silver bullet for a commodities strategy?
- Putting a premium on T+0.5 data
- An unusual visitor comes knocking on Japan’s door. Did it RSVP?
- Early-release flow data: jumping on a bandwagon?
- When ETF flows confound expectations
- For bond fund flows, green is gold
- Comfort with China exceeds $1 trillion
- Energy funds in a time of war
- Retail flows: The wisdom of “dumb money”
- Separating the wheat from the chaff in China
- Hong Kong and Singapore: A tale of two cities
- Market timing: Making the jump from relative to linear
- Predicting bear markets – before they are in your trash can
- Inflation is on the rise. So is fear
- Quants Corner – Treading carefully along the frontier
- Seeking balance in an underused fund group
- Regional strategy: Old wine in a new bottle
- Can machine learning algorithms improve strategies using asset class?
- Quants Corner – Evergrande: Telling when it isn’t
- Quants Corner – Signs of a thaw for Club Med
- Quants Corner – Trick? Treat? Or contrarian FX signal?
- Quants Corner – The utility of water has never been clearer
- Quants Corner – When Beijing squeezes, where does the money go?
- Quants Corner – Cruising to Alpha
- Quants Corner – Growth vs value in 2Q21: Chasing under-performance?
- Quants Corner – A clearer view over the hedge
- Out with the old, in with the other
- Quants Corner – To rotate or not rotate, that is the question
- Quants Corner – Getting ready for the ‘transitory’ guest
- Collective investment trusts: The latest wrinkle in fund time
- Quants Corner – Inflation, real yields and the million dollar question
- Bitcoin and other cryptocurrencies: Thunder, but on what horizon?
- Quants Corner – Inflation: A mythical beast of antiquity?
- Quants Corner – Is volatility coming out of the doldrums?
- Quants Corner – In 2021, backing those closest to the light
- Quants Corner – Animal spirits arise in retail investors
- Quants Corner – ESG: The climate has changed
- Quants Corner – Finding value in negative flows
- Quants Corner – EPFR’s 2020 wrap: Signing off on a crazy year
- Following the IGM deal flow to capture alpha in the corporate bond market
- The run-up to election day: Reading the fund tea leaves
- Quants Corner – Japan: Ex-Asia but not ex-Alpha
- FX allocations quantitative strategy
- Quants Corner – Frugality: A virtue whose time has come or gone?
- Quants Corner – Factor flow: Augmenting the toolkit
- Fund flows as currency allocator: Predicting the fall of the dollar?
- Quants Corner – China share classes: Keep calm and watch letter A
- Quants Corner – Bulls in an FX shop
- Changes in hedge fund short positioning after the start of Covid-19 crisis
- Quants Corner – Money market fund flows: Fear is not their only signal
- Getting the right balance on commodities exposure
- Quants Corner – Brazil economy 2020 bust or boom?
- Quants Corner – US vs China trade wars fund flows
- Quants Corner – Capture wisdom crowds ahead of UK elections
- Quants Corner – ClearMacro quantifying the impact of trade war tariffs
- Quants Corner – Saudi oil facility attack and fund flows
- EPFR signals: Rebalancing China changes in passive landscape
- Quants Corner – Are we going into a bear market? Using fund flows to find out
- Quants Corner – Low-volatility investing continues to shine
- Quants Corner – Global risk appetite: Multi-asset fund flows
- Quants Corner – How are investors positioned in FANG Stocks?
- Are we going to see a melt-down instead of a melt-up in May?
- Utilizing EPFR data to find answers to key asset management questions
- Factor-driven strategies: Momentum and low-volatility using EPFR data
- Quant Insights
- Quant MeetUp: Mutual funds data and strategies for post-QE world
- Pace of green – One fund steals march in Mexican ESG
- Swiss ESG bonds ride market wave but buyers should beware
- Global ESG standards seek cohesion, but face uphill challenge
- Investigating the evolution of hedge funds positioning European sectors and potential explanations during the recent crisis
- Exploring hedge fund short positioning in European sectors before the market sell-off using Caretta data
- Global Navigator
- For US funds, the money keeps rolling in
- Investors like what they see in US tea leaves
- Risk appetite rebounds in early November
- Central banks not the only ones on hold
- Investors spurning diversified exposure
- Uncertainty the only constant in early 4Q23
- Emerging Markets funds under pressure
- Known unknowns abound in early 4Q23
- Flows to US Bond Funds hit the buffers
- Interest rates and investor sentiment on hold
- Another turn of the screw in Europe
- Keeping the powder dry in early September
- Real pain for real estate on both sides of the Pacific
- Cashing in and going on holiday
- Flows get several red stars in early August
- An AA+ rating for US debt, B- for fund flows
- Will 22 years be high enough for Fed, ECB?
- Growth sectors and India shine in mid-July
- Hope gets a 3% boost ahead of Fed’s July meeting
- For investors, 1H23 was an exercise in making sense of interesting times
- Asia shines as second quarter winds down
- To investors, the ‘punch bowl’ still looks empty
- Getting a pause, hoping for a pivot
- Cashing in on interesting times
- Opening the door to another leg up?
- Debt ceiling no obstacle for US Bond Funds
- The best defense is a good Chinese economy
- Banking on more pain ahead
- Monetary squeeze tightens another two notches
- Investors take a two C approach in late April
- Chinese economy lays down a marker
- Data-driven towards another rate hike?
- A liquid start to the second quarter
- March’s pain may be April’s gain
- Riding the waves in liquidity funds
- Banking on the cavalry’s prompt arrival
- Fed following data, investors running from it
- Investors respond to red shoots of recovery
- Craving certainty, markets get uncertainty
- Investment compass keeps spinning in mid-February
- Help wanted making sense of US data
- Glass remains half full in late January
- Europe equity funds latest to catch a lift
- Emerging markets funds catch a wave in mid-January
- Bond Funds buoyed by lower inflation
- Investors tip-toe into the New Year
- 2022: A tale of active versus passive
- Flow history repeats itself as the year 2022 winds down
- More outflows than inflows as Fed hikes again
- Mixed signals for emerging markets
- Investors cash in on the US-led rally
- Investors bracing for a chilly December
- A ray of optimism breaks through the clouds
- Another week of mixed signals in early November
- Falling knives aplenty in early November
- Ready for the times to get better
- Investors bracing for a cold winter
- Leaves are not the only things turning red
- Market stability remains elusive in early October
- British pounds of flesh on market’s menu in late September
- Monetary collar tightens again
- Investors caught between two sides of the same coins
- Risk off as interest rates keep rising
- Bracing for regular doses of bitter medicine
- Will the Fed light 75 more candles in September?
- Investors keep their eye on brighter future
- Flows bloom as indexes regain lost ground
- Bond fund flows hit a YTD high coming into August
- An invitation to take on more risk?
- For Europe, the screws keep tightening
- Darkest just before the dawn?
- A few green shoots as third quarter starts
- Investors batten down the hatches going into the third quarter
- 2Q22 ending with more than a whimper
- For investors, light dims as solstice approaches
- Waiting on the central bankers in early June
- Investors test the floor for US assets
- ESG funds finding the going hard in 2Q22
- Growing fears about global growth hit flows
- Sticks outnumber carrots in early May
- China: Locked down but not out
- Sector funds get the eggs during Easter week
- The risk-reward line getting harder to walk
- Focus on liquidity and yield in early 2Q21
- For investors, April starts with cold showers
- Risk appetite reviving as first quarter ends
- China funds have a moment in the shade
- Covid pushes its way back onto a crowded stage
- Europe equity funds hit hard for the second week running
- Russian vortex chills European fund groups
- The calm before Russian storm hits the Ukraine
- Fear of 50 keeping investors on edge
- Equity investors get back on the horse in early February
- Re-pricing for imperfection as US rate hike looms
- Bond funds feel the squeeze in late January
- Investors see nothing soft about Fed’s power
- US groups shine during the first week of 2022
- Flow records abound as 2021 draws to a close
- Risk takes a holiday as pandemic’s latest wave saps festive spirits
- Inflationary noose tightens and Omicron cuts loose in mid-December
- Tiptoeing into the Christmas holidays
- Investors parse the meaning of transitory going into December
- Turkey for Thanksgiving, Omicron for Christmas?
- Shivers run through Europe and Japan as supply chains rattle
- Earnings and inflation both roar in early November
- Investors feel the heat in early November
- Chasing earnings and keeping powder dry
- Earnings growth wrestles inflation for control of market narrative
- Dealing with inflated expectations
- Caution reigns in early October
- ESG sounds good, but what does success look like?
- A question of growth going into 2H21
- Regulators turn their sights on ESG ratings agencies
- Investors still searching for that elusive fix
- Assets continue to build up in US Money Market Funds
- Flows following growth stories in mid-April
- Treasury yields slip, ETF assets march higher
- Two weeks into the year of the Ox, China funds see flows spike
- Silver gets the retail medal going into February
- Global funds enjoy strong inflows as Biden takes reins in US
- Covid-weary investors looking forward to a healthier, greener 2021
- Mounting troubles suck the wind out of Europe Fund sails
- US equity funds benefit as risk appetite slips in mid-September
- Economist Insights
- For investors, is AI all a game?
- Shell manoeuvring on fractured ground
- Policymakers hope perfect inflationary storm blows itself out
- British pound lost in translation of BoE guidance
- What EPFR data tells us about the likelihood of greater volatility
- Redemptions from China equity funds surge as trade tensions resurface
- Angst over Covid-19 spreads to fixed income fund groups
- Equity fund flows down, but not out, as Covid-19 hits global markets
- Trade issues, earnings and political risk reclaim center stage from central bankers in early October
- Initial responses to first US interest rate cut in a decade are underwhelming
- Papers
- EPFR Papers: Estimating asymmetric price impact
- A rising tide lifts some (Japanese) boats: The Bank of Japan’s ETF purchases and their impact on market signals for individual stocks
- Oil bonds still have fuel in the tank – but how long will it last?
- China Evergrande – Fixed on its fate
- Keeping your hand in the game with a new stock level tool
- SRI/ESG: Recent trends for emerging markets funds
- EPFR Papers: China: Should it be in an asset class of its own?
- The global evolution of low-volatility investment in asset management
- Fund flows as country allocator
- Press Release
- EPFR Launches Stock Flows v5 for Global Investors
- EPFR Debuts New Brand Identity, Commemorating Next Phase of Evolution in Delivering the Intelligence Behind Intelligent Decisions
- EPFR sets sights on major investment program as independent business entity
- EPFR launches ‘Fixed Income Flows and Holdings’ with monthly fund-level securities data
- EPFR data reports total global ETF assets exceed $10 trillion
- EPFR launches Dataset providing new market insights from global hedge fund flows
- EPFR and Caretta data deliver holistic view of long/short equity positioning
- EPFR’s new China share class Allocations Dataset offers unique view into Chinese markets
- EPFR joins fintech Sandbox as data partner to promote innovation in financial technology and services
- EPFR and Exante Data partner to launch FX Flow Pulse
- Citation
- EPFR in the news – November 2023
- EPFR in the news – October 2023
- EPFR in the news – September 2023
- EPFR in the news – August 2023
- EPFR in the news – July 2023
- EPFR in the news – June 2023
- EPFR in the news – May 2023
- EPFR in the news – April 2023
- EPFR in the news – March 2023
- EPFR in the news – February 2023
- EPFR in the news – January 2023
- EPFR in the news – December 2022
- EPFR in the news – November 2022
- EPFR data cited in Bloomberg – November 2022
- EPFR data cited in the Financial Times – November 2022
- EPFR data cited in Inspired Traveler
- EPFR data cited in The Business Times
- EPFR data cited in Bloomberg – February 2022
- EPFR data cited in ETF Trends – February 2022
- EPFR data cited in PR Newswire Press Release
- EPFR data cited in Bloomberg article – February 2022
- EPFR data cited in Bloomberg article – European Stocks
- EPFR data cited in ETF Trends – August 2022
- EPFR data cited in The Times
- EPFR data cited in Expert Investor
- Cameron Brandt, Director of Research at EPFR, quoted in CNBC
- EPFR data cited in Portfolio Adviser
- Todd Willits, Head of EPFR, quoted in CNBC
- Case Studies
- Multimedia
- Weekly fund flows highlights – 30th October 2023
- Weekly fund flows highlights – 9th October 2023
- Weekly fund flows highlights – 2nd October 2023
- Market Insights: US liquidity outlook
- EPFR Exchange Podcast – Japan Equities: From a dark to sunlit investment trap, feat. Pictet Asset Management Jon Withaar
- Weekly fund flows highlights – 25th September 2023
- EPFR Exchange Podcast – The pros and cons of Emerging Markets featuring NFJ’s R. Burns McKinney
- EPFR Exchange Podcast – ESG investing: expectation vs reality, featuring Trillium’s Elizabeth Levy
- Weekly fund flows highlights – 31st July 2023
- Weekly fund flows highlights – 17th July 2023
- Market Insights: on ESG
- Weekly fund flows highlights – 26th June 2023
- Weekly fund flows highlights – 19th June 2023
- Weekly fund flows highlights – 12th June 2023
- Weekly fund flows highlights – 5th June 2023
- Weekly fund flows highlights – 22nd May 2023
- Market Insights: Retail flows
- Weekly fund flows highlights – 15th May 2023
- Weekly fund flows highlights – 8th May 2023
- Weekly fund flows highlights – 1st May 2023
- Weekly fund flows highlights – 24th April 2023
- Market Insights: Money market
- Weekly fund flows highlights – 17th April 2023
- Weekly fund flows highlights – 10th April 2023
- Weekly fund flows highlights – 3rd April 2023
- Weekly fund flows highlights – 27 March 2023
- Market insights: An in-depth analysis of emerging markets in Asia
- Market insights: Investor sentiment following SVB’s collapse – Macro and micro perspectives
- Weekly fund flows highlights – 20 March 2023
- Weekly fund flows highlights – 13 March 2023
- Market insights: Russia’s ‘special operation’ in Ukraine turns one
- Weekly fund flows highlights – 6 March 2023
- Weekly fund flows highlights – 27 February 2023
- Weekly fund flows highlights – 20 February 2023
- Weekly fund flows highlights – 13 February 2023
- Weekly fund flows highlights – 6 February 2023
- Weekly fund flows highlights – 30 January 2023
- EPFR Exchange Podcast – CEO Todd Willits on EPFR’s rebrand
- Weekly fund flows highlights – 23 January 2023
- Market insights: On China and emerging markets in Asia
- Weekly fund flows highlights – 16 January 2023
- Weekly fund flows highlights – 9 January 2023
- EPFR Exchange Podcast, special focus: iMoneyNet on money market funds
- EPFR Exchange Podcast x Macrobond: High-frequency data and inflation
- Central banks: Operating in the post-Covid policy environment
- EPFR Exchange Podcast, Special Focus: Fixed Income Barometer
- The predictive power of EPFR – Webinar
- EPFR’s 2021 Q1 wrap – Reflation, inflation and volatility – Webinar
- Brexit, equities, bonds and global risk appetite – Infographic
- China: Should it be its own asset class? – Webinar
- Introducing EPFR FX Allocations Data: Achieve predictive power
- The predictive power of EPFR data: A Quantitative perspective
- EPFR market intelligence fund focus – Webinar
- Central banks: Policy moves and their impact during the Covid crisis
- China’s economic recovery: Trailblazers or uncharted territory
- Dealing a full deck: Utilize share classes for reliable China exposure
- EPFR explainer video
- SRI/ESG investing
- Sector Rotation
- Sector Rotation: New groups for new times
- Sector Rotation: Asia Funds taking the biggest byte out of the future
- Navigating between biotech and conventional healthcare getting tricky
- Move to cash is not universal among APAC equity fund groups
- A rotation towards technology with Chinese characteristics
- Sector Rotation: Post-Covid still in the future
- For European financials, picture looked the same through ESG lens
- Sector Rotation: Allocations rotating back to gold in 1Q22
- Sector Rotation: Back to basics for Europe sector fund flows
- Sector Rotation: US sector funds slow to board the SRI/ESG train
- US equity managers double down on technology sector in 2022
- Flows to US sector funds revert to the 2020 script during 2H22