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Global asset flows. Granular fund and share class data. Broad coverage.

 

Decisive central bank action, especially in Europe and North America, has garnered deserve plaudits for blunting the economic impact of the Covid-19 pandemic. It has also drawn favorable comparisons with the drawn-out response to the great financial crisis of 2008-09 and its aftermath. But, two years after the pandemic hit, central bankers find themselves facing different challenges. Some of those challenges – inflation, major conflicts -- hark back to the 1960s and 1970s. Others are new.

Listen to webinar recording: Central Banks

Among those challenges:

  • The shift, at least for now, of globalization from a deflationary to an inflationary force.
  • Demographic trends that blunt expansionary policies.
  • The rise of new, alternative asset classes, such as cryptocurrencies, and the ‘democratization’ of economic information
  • Pressure from electorates to embed social and environmental goals into the conduct of monetary and fiscal policies.
  • The return of ‘Cold War’ imperatives in Europe.

EPFR’s datasets, derived from a universe of over 144,000 share classes encompassing $52 trillion in assets, offers a variety of insights into these issues and trends that will be discussed during a webinar on March 14...

 


 

Central Banks: Back to the future

 

After two years of defined by a major global pandemic, central banks find themselves back in another era – the 1970s -- when the challenges came from inflation and oil shocks and an ‘Iron Curtain’ separated East and West Europe.

 

When the US Federal Reserve indicated it was thinking about tightening policy in 2013 it triggered a market backlash that came to be known as ‘the taper tantrum’. The Fed did not hike its key rate until December 2015 and did not hike again until the following December... read ‘Mixed Fortunes for G10...’

Investors looking to position themselves ahead of the US Federal Reserve’s well-communicated tightening cycle have rotated out of most fixed income groups. Some of that money has moved into Equity Fund groups with green, global and Greater China mandates. Some has also been shifted to alternative fund groups... read ‘Alternative responses to higher inflation...’ in full.

The conventional responses to an inflationary environment include buying protected bonds, seeking exposure to bonds whose yield exceeds the inflation rate or rotating to assets whose return structures capture the standard policy response – rising interest rates... read ’Despite central bank warnings...’ in full.


 

Our views on the reaction to policy moves during COVID-19 in 2020


  • Flows to US Bond Fund groups recovered after US Federal Reserve’s March 23 statement of intent
  • Flows to US Money Market Funds have plateaued…
  • In Europe, ‘safe haven’ flows initially bypass Money Market Funds
  • Equity Fund managers favor the ‘thrifty four’
  • Despite recent inflows, fund managers dealing with redemptions YTD
  • Flows to IG Corporate Funds surging again
  • Flows dominated in non-European currencies play second fiddle over past 17 months
  • For Europe Equity Funds, domicile matters
  • Chinese equity still offering a bumpy ride
  • Fund managers getting the message from China, indexers
EPFR Central Banks

 


 

 

EPFR Central Banks

 

Central Banks webinar July 2020 The visible hand: policy moves and their impact during the COVID-19 crisis

 

EPFR Research Director, Cameron Brandt, and Quantitative Analyst, Sayad Baronyan, look at policy moves and their impact during the COVID-19 pandemic.

 

View Central Banks 20202 webinar recording

 


 

EPFR data enables alpha generation as a sentiment indicator

 

EPFR Flow and Allocation data provides a unique view on investor and fund manager sentiment through its mutual fund and ETF flows and positioning data across global markets, helping buyside and sell-side institutions make informed decisions.

 

EPFR tracks over 100,100 traditional and alternative funds domiciled globally, with more than $34 trillion in total assets, and provides daily, weekly, and monthly equity and fixed income fund flows.

 

Our macro and stock level insights helps portfolio managers, asset allocators, strategists and research teams understand where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries and securities. Clients use EPFR Flow and Allocation data to generate alpha in both discretionary and quantitative investment processes, as an input in top-down asset allocation decisions, as well as bottom-up stock screening strategies.

 


 

What our customers say

“If you are a macro-strategy team EPFR is a must. I don’t think there is a better flow and allocation data provider in the market.”

Main Sponsor, Financial Services Provider

“EPFR is extremely valuable, I will always want to work with this data. I value the flow and allocation insights highly as it really does help me to get a good idea of what is going on in the market.”

Vyacheslav Smolyaninov, Chief Strategist / Deputy Head Of Research, BCS

“EPFR is a data set that is useful as a comparison across markets, regions and asset classes. The data will tell you what is happening from one region to another meaning you can better understand investor sentiment.”

Kenneth Chan, SVP Global Quantitative Strategist, Jefferies Hong Kong Limited

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