The EPFR Exchange Podcast
The EPFR Exchange Podcast is a brief weekly look into the conversations happening across EPFR.
Hosted by Kirsten Longbottom, and featuring in-house economist Cameron Brandt, they'll discuss the themes and trends dominating the global financial landscape. Where is money moving around the world? What sort of impact will those asset movements have? How is investor sentiment changing towards countries, sectors and industries? How do demographics play into these stories?
Listen in to found out our answers to these pressing questions.
Where appropriate, clients, partners, and other members of the EPFR team will join in on the discussion.
If you have any questions on EPFR Exchange podcast, are interested in becoming a guest speaker, or would like to suggest a topic for an upcoming episode, please email us at marketing@epfr.com
The EPFR Exchange Podcast
102: What does all this market noise translate into?
This week Cam and Kirsten talk about how we've seen investors react through EPFR-tracked Fund Flows. Earlier optimism that the economic slowdown -- or outright recession -- that people are expecting will put the breaks on the Fed's current tightening cycle is looking less of a good bet. Recent data is raising questions about the outlook for China, especially as the impacts from Covid containment measures and the real estate debt crisis mount. On the performance front, Saudi Arabia and Turkey Equity Funds are the two top performers year-to-date among major emerging markets country fund groups. And a deeper dive into Energy Sector Funds offers a perspective on Uranium Funds and nuclear power plants.
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