$46T+

AUM of tracked assets

93%

AUM coverage of all equity fund products globally

150K+

Share classes

$7T+

Money market funds tracked globally

25+

Years of experience

Our data and insights are highly cited in

Latest Insights

Thought leadership and analysis that help you find a signal in the noise

Sell in May and go away until 2025?

Sell in May and go away until 2025?

The final week of April ended with US markets closing the books on their worst month since September, the price of Bitcoin down some 17% from its mid-March high, Russia on the offensive in Ukraine and US interest rate cuts nowhere in sight. Against this backdrop, flows to most EPFR-tracked fund groups remained subdued for the second week running.

Sell in May and go away until 2025?

Sell in May and go away until 2025?

The final week of April ended with US markets closing the books on their worst month since September, the price of Bitcoin down some 17% from its mid-March high, Russia on the offensive in Ukraine and US interest rate cuts nowhere in sight. Against this backdrop, flows to most EPFR-tracked fund groups remained subdued for the second week running.

read more
Hoped-for US rate cuts morph into fear of another hike

Hoped-for US rate cuts morph into fear of another hike

Investors took a cautious approach to most asset classes during the third week of April, with lackluster inflows or modest outflows being the norm for many EPFR-tracked fund groups. Japan Equity and Mortgage-Backed Bond Funds were notable exceptions.

read more
The cruelest month shows its colors

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.

read more