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Amidst the new normal, earnings shine

Early August saw Covid-19 cases rising in many corners of the world, US producer prices climbing at their highest rate since the metric was introduced in 2010, French protestors taking to the streets to fight vaccine mandates, US lawmakers arguing about debt ceilings and another $3.5 trillion spending package, the UN making apocryphal predictions about climate change and the clock continue to tick down on the Angela Merkel era in Germany.

Faced with the daunting task of piecing together the shape of the ‘new normal’ from these and other trends and data points, investors focused on something they do understand – corporate earnings. With companies on both sides of the Atlantic pumping out eye-catching reports for the second quarter, EPFR-tracked Global Equity Funds extended an inflow streak stretching back to the final week of 2Q20, US Equity Funds absorbed fresh money for the 25th time in the 32 weeks year-to-date and flows into Europe Equity Funds hit an eight-week high.

Despite high flying equity indexes, European investors are still gravitating to cash. Europe Money Market Funds, which have posted inflows for seven straight weeks, are the leading group in flow terms quarter-to-date. During the second quarter they recorded the biggest outflow and major EPFR-tracked fund groups.




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