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Manager of Quantitative Strategies
USA
+7 year(s) experience
EPFR Fund Flows
Over the past two decades China has been steadily increased foreign access to its domestic A and B Share markets. This process started in 2002 with the Qualified Foreign Institutional Investor (QFII) program – greatly expanded in 2012 – and was followed by the Hong Kong-Shanghai and Hong Kong-Shenzhen connect program for qualified investors in 2014 and 2016.
Topic Industry News
EPFR Fund Flows
What had been a relatively measured response to the coronavirus outbreak that started in China around the New Year became an increasingly disorderly stampede for the exits in late February. As COVID-19 spread across the globe, US stock market took a series of hits culminating in a 7% drop on March 6 that triggered the so-called “circuit breaker” – suspension of trading – for only the third time since its adoption.
Topic Industry News
EPFR Fund Flows
When EPFR announced last November that the assets managed by the Exchange Traded Funds (ETFs) it tracks had crossed the $6 trillion mark, it came as a limited surprise to most investors and financial professionals. Flows into these vehicles, which generally track an index or other benchmark and aim to replicate its performance, have surged since the 2008-09 financial crisis and the subsequent compression of yields as policymakers struggled to contain the damage. Both institutional and retail investors have warmed to the combination of transparency, liquidity and low fees offered by ETFs (see Chart 1).
Topic Industry News
EPFR Fund Flows
Trade Wars: US vs China Trade talks between the world’s two dominant economies, China and the US, have proceeded inconclusively for the better part of three years. Going into December a firm agreement to resolve the numerous issues dividing the two countries remained elusive, leaving investors scratching their heads as they try to figure out how to extract meaningful signals from the oceans of data, tweets, diplomatic communiques, commentary and news that the Sino-US trade war generates on a daily, weekly and monthly basis.
Topic Industry News
EPFR Fund Flows
Sino-US trade tensions and slower growth in the world’s second largest economy have dominated the headlines for much of this year. But, behind the sound and fury, many mutual fund managers have – with varying degrees of enthusiasm – been increasing their fund’s exposure to China.
Topic Industry News
EPFR Fund Flows
EPFR Investment strategy 2019 : Established model telling investors not to climb on any EM bandwagons Of the 40 fastest growing economies in 2018 only one, Ireland, was a recognized developed market. Emerging Markets also have something of a monopoly on reform stories. So, the persistent underperformance of emerging markets compared to the developed markets counterparts over the past 12 months presents quantitative and ‘quantamental’ investors with a dilemma when it comes to selecting and deploying strategies.
Topic Industry News
