EPFR - fund flow & allocations data
Quants Corner - In 2021, backing those closest to the light
By Vikram Srimurthy 21 Jan 2021
Mapping fund flows to the progression of a truly global pandemic is something that EPFR – thankfully – has not had to deal with for most of its existence. But that changed with a vengeance last year, bringing with it lockdowns, stimulus checks, social distancing, closed borders and remote working. In this new social and economic environment different dots need to be connected to unlock value. This blog will explore one topical avenue, the link between individual country’s progress vaccinating their populations against COVID-19 – with the leaders presumed to be closer to a return to economic normality – and the flows into and returns for countries. The current poster child for this thesis is Israel, which is not only the leader in the global vaccination race but offers a secondary cyber-security expertise story that is playing well given recent revelations of hacking on an international scale...
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