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. 114: Are investors rallying at the end of the year?
Investors are looking for a modest rally toward the end of a tough year and some are simply cashing out now with the buildup starting in US Money Market Funds, attracting $75 billion in the last two weeks. Europe Equity extended the longest streak on record, while Bond Funds received positive attention with the assumption that the ECB is much more anxious to pivot as eurozone inflation improved in November but to only 10%. Flows into Bond Funds accurately reflect how balanced the consensus is, between those who think we are underestimating how far the Fed will go to contain inflation, and those who think inflation is already waning faster than the statistics note. Also in sharp focus is the reallocation of supply chains outside of China due to complications in Apple's production facilities with strict zero-Covid policies.
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