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About Cameron

USA

21+ years of experience

Cameron Brandt, Director of Research, EPFR, headshot
Cameron Brandt, Director of Research at EPFR, an Informa Financial Intelligence business, monitors the firm’s vast database of mutual fund and exchange-traded fund flows and positioning data across global markets.

As director, Cameron mines EPFR data to isolate themes and identify relevant trends—whether a spike in leveraged bear bonds or shifts in emerging markets—to help buy- and sell-side institutions make more informed decisions. He heads a team of 10 quantitative and qualitative researchers for the database, which tracks around 130,000 share classes and represents roughly $40 trillion of assets under management.

Cameron co-authored an International Financing Review (IFR)-published study of fund flows and produces regular reports on trends that emerge from the data, directing the focus of the research based on clients’ interest.

He previously worked as a journalist at a number of regional papers in the U.S., as well as the managing editor of now-closed World Paper in Boston, publishing a theme-driven international affairs supplement in emerging economies.

Cameron, who grew up in Scotland and Ireland, spends most of his time outside work with his two teenaged children. He also spends much of his time fishing for tuna, trout, carp and salmon, partaking in a pastime he sees as one of the last bastions of true social diversity.

 

  • B.A., Economics and Political Science; Yale University

 

“I spent years as a journalist canvassing communities and interviewing people to find the most compelling stories for our readers. At Informa, my job is no different—I scour data tracking trillions of dollars looking for stories our clients can’t see. I build powerful narratives they can use to grow as a firm.”

Analyst Articles

Articles by Cameron

  • EPFR - fund flow & allocations data

    Another week of mixed signals in early November

    By Cameron Brandt 11 Nov 2022

    GNN Chart 1

    Investors came into November anticipating a pivot towards Republicans in the US mid-term elections and fearing that October’s inflation data would set the stage for another 75 basis point rate hike by the US Federal Reserve after their December meeting. But the ‘red wave’ was blunted by a green breakwater of younger voters and price growth in the world’s largest economy last month slowed to 7.7% year-on-year.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Falling knives aplenty in early November

    By Cameron Brandt 04 Nov 2022

    GNN Image 1

    In the US, November is – among other things – National Gratitude Month. For investors, however, it is already shaping up to be another month of twists, turns and developments that can cut both ways. Finding mercies, even small ones, in this environment is proving difficult.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Ready for the times to get better

    By Cameron Brandt 28 Oct 2022

    GNN Image 1

    Impending rate hikes from the European Central Bank and US Federal Reserve. The striking selloff experienced by Chinese assets. Mixed earnings reports. Russia’s invasion of Ukraine heading into its ninth month. That may be yesterday’s news, if flows to EPFR-tracked Equity and Bond Funds during the fourth week of October are any indication.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Investors bracing for a cold winter

    By Cameron Brandt 21 Oct 2022

    gnn-102122-LP-chart1

    With rising prices and higher interest rates joining, for the moment, death and taxes on the list of life’s certainties, investors kept reducing risk and unshackling themselves from fixed income assets in mid-October. EPFR-tracked Bond Funds posted their ninth consecutive outflow, a run that has seen over $80 billion pulled out of this group, while redemptions from Alternative and Balanced Funds since the final week of August stand at $17 billion and $31 billion, respectively.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Leaves are not the only things turning red

    By Cameron Brandt 14 Oct 2022

    gnn-110822-lp-chart1

    Risk reduction and defensive positioning remained high on most investors’ lists during the second week of October as the Nasdaq index it its lowest level since late 3Q20 and US 30-year mortgage rates tested the 8% level. With the UK’s bond market giving investors a reminder of what a collision between recession-fighting fiscal policy and inflation-fighting monetary policy looks like, missiles flying out of Russia and North Korea, the latest US core inflation doing nothing for hopes of restraint by the US Federal Reserve in early November and the third quarter earnings season on the horizon, investors had plenty of other reasons to tack towards safety.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Market stability remains elusive in early October

    By Cameron Brandt 07 Oct 2022

    gnn-100722-LP-chart1

    In early October two of the major ratings agencies downgraded the outlook for British sovereign debt from stable to negative. For investors it was a familiar story. For much of 2022 stability has turned to instability, certainty to uncertainty and hope to fear across most asset classes. The result has been growing market volatility and a growing defensiveness on the part of those investors.

    Topic Industry News

  • EPFR - fund flow & allocations data

    British pounds of flesh on market’s menu in late September

    By Cameron Brandt 03 Oct 2022

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    Investors, who were already struggling to digest the latest US interest rate hike, were confronted with more unappetizing fare during the fourth week of September. This included Italy’s marked shift away from centrist politicians, the sabotaging of pipelines connecting Europe with Russian natural gas fields, Hurricane Ian’s advance on Florida and a market-jolting budget from Britain’s new Chancellor of the Exchequer.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Monetary collar tightens again

    By Cameron Brandt 23 Sep 2022

    gnn-092322-LP-chart1

    The third week of September began with investors buying US equities on the dip and Ukraine’s army rolling back Russian invaders around the city of Kharkiv. It ended with Russia mobilizing the first of 300,000 reservists and short-term US interest rates at their highest level since 2008.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Investors caught between two sides of the same coins

    By Cameron Brandt 16 Sep 2022

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    Devotees of buying on the dip were presented with several handsome opportunities during the second week of September as investors tried to decide which way key events and datapoints will cut.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Risk off as interest rates keep rising

    By Cameron Brandt 09 Sep 2022

    Redemptions from EPFR-tracked Equity Funds hit an 11-week high in early September as investors surveyed a sea of troubles, ranging from the complete shut-down of the Nord Stream 1 natural gas pipeline connecting Russia with European markets to the US Federal Reserve’s plan to double the pace of its balance sheet reduction.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Bracing for regular doses of bitter medicine

    By Cameron Brandt 02 Sep 2022

    gnn-090122-LP-chart1

    Late August found markets and investors chewing on a new nugget of ‘Fed-speak.’ 

    Topic Industry News

  • EPFR - fund flow & allocations data

    Will the Fed light 75 more candles in September?

    By Cameron Brandt 26 Aug 2022

    gnn-082622-LP-chart1

    Hawkish remarks by US Federal Reserve policymakers going into the final week of August put the brakes on what investors are hoping is the next leg of a bull market. Worried that they may be walking into another 75 basis points hike in US interest rates next month, those investors call a halt to the rebuilding of positions exited during the second quarter.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Investors keep their eye on brighter future

    By Cameron Brandt 19 Aug 2022

    gnn-081922-LP-chart1

    The present, in mid-August, continued to offer little obvious comfort to investors. Russia’s invasion of Ukraine ground on towards the 200-day mark, drought weighed on transport, agriculture and energy in countries ranging from France to China, the seven-day average for global Covid-19 cases remained above 900,000 and inflation remains elevated in the US, Europe and many emerging markets.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Flows bloom as indexes regain lost ground

    By Cameron Brandt 16 Aug 2022

    gnn-081622-LP-chart1

    Dead cat bounce or the start of a new bull market? The Dow Jones Industrial Average and the Nasdaq ended the second week of August at levels last seen in early May and late April, respectively, while the yield on the 10-year US Treasury note remained below 2.9%.

    Topic Industry News

  • EPFR - fund flow & allocations data

    Bond Fund flows hit a YTD high coming into August

    By Cameron Brandt 05 Aug 2022

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    EPFR-tracked Bond Funds started August by posting their biggest inflow since mid-4Q21 as investors translated mixed earnings reports and macroeconomic data into an early end to the current tightening cycle in the US.

    Topic Industry News