EPFR data reveals outflows from equity, multi-asset and alternative funds, and inflows to bond funds and money market flows during the last week of March 2023.
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EPFR in the news – February 2023
Find out where EPFR’s Fund Flows and Allocations data has been cited in February 2023, including leading media such as Financial Times, Nikkei, and The Wall Street Journal.
Comfort with China exceeds $1 trillion
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.
EPFR in the news – January 2023
Find out where EPFR’s Fund Flows and Allocations data has been cited in January 2023, including leading media such as Financial Times and The Wall Street Journal.
Flow history repeats itself as the year 2022 winds down
A final look to EPFR-tracked equity funds in December 2022, with alternative, balanced, bond and money market funds experiencing significant redemptions as investors grapple with a highly uncertain outlook for the first half of next year.
Seeking balance in an underused fund group
Balanced Funds, also known as hybrid or multi-asset funds, are a class of funds that contain both a debt and equity within a single portfolio. These funds offer investors diversified exposure that can be adjusted over time — either on a discretionary basis or in response to predetermined markers — and are an important tool for target-date retirement planning.