US Money Market Funds kicked off April by recording their fourth straight inflow in excess of $50...
Russia’s invasion of Ukraine shifted investor sentiment towards China, India and other APAC emerging markets in 2022. Are they keeping momentum this year?
EPFR’s Steve Muzzlewhite uses our Fund Flows and Allocations data for an update on US bond funds and Japan’s equity funds.
Azalea Micottis expands on a recent Nikkei Asia article to deep dive into the latest Vietnam’s equity fund trends using EPFR Fund Flows and Allocations data.
We use EPFR Fund Flows data to analyze investor sentiment following Silicon Valley Bank’s collapse (SVB), and Federal Reserve Jerome Powell’s speech to Congress.
The third month of 2023 started with investors pulling another $5 billion out of EPFR-tracked US Equity Funds, extending that group’s longest outflow streak since 2Q20, as stronger-than-expected consumer spending and a resilient labor market undermined the case for an early end to the current US rate hiking cycle.
At the turn of the century, investing in China was viewed as a risky proposition. Foreign access to a notoriously volatile, retail-driven equity market was heavily restricted. The lack of a credible regulatory framework and legal protections deterred US venture capitalists from making direct investments in Chinese companies. In many cases, Chinese banks and the country’s fledgling private equity industry also balked. So, when Chinese technology firm Alibaba received its first $25 million investment from Goldman Sachs in 1999, investors sat up and took notice.
Flows and allocations to different sectors and sector-related fund groups over the past 14 months have been marked by conviction, record inflows – and sharp changes of direction. EPFR’s data also captures some significant thematic shifts.
The Japanese economy’s 3% contraction during the third quarter and the latest spike in natural gas prices pushed supply chain issues to the top of a lengthy list of investor concerns going into the second half of November.