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Latest Insights
Thought leadership and analysis that help you find a signal in the noise
The cruelest month shows its colors
April is known for its showers, warming trends and sudden changes in climate. This April, it has been missiles and attack drones that made up the showers, prices that have stayed warm and the investment climate that has shifted abruptly.
1Q24 Recap Webinar
EPFR’s CIO, Sayad Baronyan, and Research Director, Cameron Brandt, will dig into the data from 1Q24 and highlight areas that will play a role in shaping the market narrative during the second quarter.
Investors feel the squeeze in early April
There were some unwelcome additions to the “higher for longer” list during the first week of April as geopolitical risks and energy prices joined US interest rates on the tally sheet. Fears that Iran will become directly involved in Israel’s war with Hamas in Gaza and Ukraine’s drone campaign against Russian refineries pushed oil prices towards a six-month high.
The cruelest month shows its colors
April is known for its showers, warming trends and sudden changes in climate. This April, it has been missiles and attack drones that made up the showers, prices that have stayed warm and the investment climate that has shifted abruptly.
1Q24 Recap Webinar
EPFR’s CIO, Sayad Baronyan, and Research Director, Cameron Brandt, will dig into the data from 1Q24 and highlight areas that will play a role in shaping the market narrative during the second quarter.
Investors feel the squeeze in early April
There were some unwelcome additions to the “higher for longer” list during the first week of April as geopolitical risks and energy prices joined US interest rates on the tally sheet. Fears that Iran will become directly involved in Israel’s war with Hamas in Gaza and Ukraine’s drone campaign against Russian refineries pushed oil prices towards a six-month high.
Market Insights: GEM Ex-China
Join us for our 20-min Market Insight call on GEM Ex-China, hosted by EPFR’s Research team; Cameron Brandt, Steven X. Shen, CQF and Kirsten Longbottom.