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Director of Research
USA
21+ years of experience
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.
“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.”
EPFR - fund flow & allocations data
By Cameron Brandt 20 May 2022
EPFR-tracked Equity Funds extended their longest run of outflows since 3Q19 during the week ending May 18 as slowing global growth, tighter monetary policy in the US, war in Ukraine and widespread lockdowns in China kept investors on the defensive.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 17 May 2022
Asset markets endured further pain during the second week of May as investors tried – and largely failed -- to square tighter monetary policy in the US and other markets with the latest global GDP forecasts.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 06 May 2022
The first week of May ended with the US Federal Reserve raising its key interest rate by 50 basis points. Investors, who expected a hike of that magnitude but feared the Fed might opt for a 0.75% increase, spent most of the week taking defensive positions.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 02 May 2022
As key US indexes closed their books on a month that saw the Nasdaq record its biggest drop since October 2008, investors seeking to escape market volatility turned to cash and to Chinese equity.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 22 Apr 2022
With the opening weeks of the 1Q22 corporate earnings season raising more questions than it answers, US mortgage rates continuing to climb, global growth forecasts being trimmed and Russia’s invasion of Ukraine now in its third month, investors found a lot to like about the sidelines during the third week of April.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 15 Apr 2022
Investors surveying the investment landscape during the second week of April saw more thistles and dandelions than daffodils.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 08 Apr 2022
Hopes for an early resolution of the Russian invasion of Ukraine took a hit during the first week of 2Q22 as evidence of Russian war crimes came to light. So did hopes for a measured pace to US interest rate hikes after US Federal Reserve Vice Chair Lael Brainard stated that the Fed needs to pick up the pace of its monetary tightening.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 07 Apr 2022
Healthcare has long been one of the core defensive sectors. In recent years, however, a sub-group of the healthcare universe – biotechnology – has claimed a growing share of the interest in, and flows to, EPFR-tracked Healthcare Sector Funds.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 07 Apr 2022
Increased, and more efficient, production is one of the major keys to non-inflationary economic growth. Deploying capital goods, technology and improved computing speed should translate into higher production and greater productivity.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 07 Apr 2022
Historically, rotating between sectors meant shifting between well established groupings such as real estate, financials and utilities. Increased computing power and access to new datasets are changing this dynamic. Investors and managers can now rotate within sectors and even geographic or thematic sub-groups of that sector.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 01 Apr 2022
The final week of March saw Russia’s invasion of Ukraine head into its sixth week. But investors appear increasingly comfortable with the idea that it is predominantly a European problem, that its short-term impact on energy prices will be blunted by higher production outside Russia and the end of winter in the northern hemisphere, and that the stalling of Russia’s advance makes a settlement of the conflict increasingly likely.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 01 Apr 2022
Historically, periods of stress and uncertainty prompt fund managers to shift more of their portfolios into cash. This allows them to meet higher redemption levels and take advantage of oversold names.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 30 Mar 2022
China’s suspension of Ant Group’s planned IPO in November 2020 signaled the start of a broader crackdown on the Chinese tech sector. Investors initially responded by bailing out of China Technology Sector Funds and rotating to funds with US or global mandates.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 28 Mar 2022
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.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 25 Mar 2022
For much of 4Q21 and the year-to-date, investors looking for a degree of security – especially in the emerging markets space – have turned to China. Between September of last year and the first week of March investors steered over $50 billion into EPFR-tracked China Equity Funds and another $11 billion into Greater China fund groups.
Topic Industry News
