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Going for gold in the second half of October
On the surface, the third week of October was another good one for EPFR-tracked mutual funds and ETFs. Bond Funds took in another $17.2 billion and...
China’s outperformance is finding buyers
Going into the second half of October, investors continued to tune out the noise surrounding Sino-US trade relations and buy into the strong...
Rich in Flows, Poor in Perception: A Diverging Narrative of US Capital Positioning Under Trump 2.0
Thus far in Trump 2.0, capital has poured into US equity and bond funds at a pace unseen since 2020. But beneath these headline flows lies a more...