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
Ep. 120: The predictive calm before the actual storm?
We start off this episode with an overview of 2022 fund flow trends. These included fixed income investors gravitated towards ETFs and passive funds during a volatile year, investors being quick to pencil in a post zero-Covid policy rebound in China and a growing willingness to “fight the Fed” and invest as if US interest rates will peak sooner rather than later. Digging into the latest week, marked by central bank decisions on both sides of the Atlantic and key economic data releases, investor sentiment changed on a daily basis as they adjusted their predictions. What is the next twist to come with the Russia-Ukraine conflict approaching a year? What is to come from China’s economic rebound? With the rest of the world tightening, is the Bank of Japan going to hold the line on its existing policy set?
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