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. 122: China's data lifts uncertainty (but only slighty)
- Optimism about the duration of the current US tightening cycle has ebbed. The revised assumptions are worked in favor of short-term US treasury funds while investors move away from high yield bond funds.
- Activity at the sector level highlights some of the subplots as overall flows favor China over US Equity Funds.
- During bouts of uncertainty last year and into this year, we've been surprised by the absence of flows into precious metals funds, what happened to Silver and Gold this week?
- What puzzling dynamic are we seeing in GEM Fund manager allocation data?
- Are Brazil Equity Funds finally benefiting from the search for non-Russian commodity supplies?
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