EPFR

Flows into ???????? ?????????????? ???????? ?????????? gathered momentum for the third week running as Australia’s central bank cut interest rates for the first time in over four years. EFPR’s sister company CEIC Data noted that “our weekly inflation nowcast supports RBA’s move, as it projects slowdown in headline inflation in January… It is expected that price growth will cool down to 2.35% in January from 2.45% in December”. ?????????????????? ???????? ?????????? extended an inflow streak stretching back to late 1Q24. Want to learn more? Download our latest chart pack to find out why CEIC Data has been named Best Alternative Data Provider to the Buyside by WatersTechnology.com. Access the chart pack >> https://lnkd.in/eRbtctvW

Attractive valuations, expectations of further interest rate cuts and the possibility of a ceasefire in Ukraine have boosted appetite for diversified exposure to continental markets. Investors were also positioning themselves for a rebound in Germany’s economic fortunes in case the outcome from Sunday’s election could lead to a more accommodative fiscal policy. While the US has been, in cash terms, the biggest money magnet among the major developed markets so far this year, in relative terms, EPFR-tracked ???????????? ?????????? have shown greater appetite for Germany, Switzerland, Portugal and Australia. Discover the latest fund flow trends for developed markets >> https://lnkd.in/d8pKJFHa Want to learn more? Contact us >> https://lnkd.in/dizUf8_t

Shifting trade dynamics, a president under threat of impeachment, high levels of household debt, rising energy prices and fears South Korea’s technology sector is losing grip have sapped enthusiasm from the country, EPFR data reveals. ?????????? ???????????? ??????????, which came into 2025 on the back of six straight monthly inflows, posted consecutive outflows for the first time this year, as redemptions from domestically domiciled funds climbed to a 36-week high. Discover the latest fund flow trends for emerging markets >> https://lnkd.in/d4sdbC7M Want to learn more? Contact us >> https://lnkd.in/dJPits8T

Ahead of NVIDIA's fourth quarter earnings report, ???????????????????? ???????????? ?????????? posted their third straight outflow. However, flows into ???????????????????? ???????????? ?????????? with SRI/ESG mandates were positive for the fourth time over the past five weeks. Flows into ?????????????????????? ???????????? ?????????? picked up momentum again as the group absorbed its fifth inflow of the past six weeks. Within the broader group, funds focused on construction have attracted flows equal to 30% of their starting AUM over the past year. Discover the latest fund flow trends for Global Sector, Industry and Precious Metals Funds >> https://lnkd.in/e-kGs3j7 Want to learn more? Contact us >> https://lnkd.in/e-cihSpd

Rumors of Europe’s demise, amplified by the new US administration, are prompting investors to follow the adage about the best time to buy. During the third week of February, some key trends reported by EPFR-tracked funds include: ● Investors steered another $12 billion into US Equity Funds ● Europe Equity Funds recorded their biggest inflow since early 2022 ● Physical Gold Funds climbed to an eight-week high. For the full report, read our Global Navigator >>?https://lnkd.in/eJN6s7gR

Recent EPFR data cited in Mike Dolan's Reuters article highlights that investors may have started reversing the trillion of dollars that have entered the US market over the past decade, just a month into Trumps presidency. "Actual fund flow data supports the idea that capital is being pulled back across the Atlantic. Mutual funds tracked by EPFR show that the second week in February saw net US equity redemptions for the first time this year" with "European equity funds recording their first net inflow since September and the biggest in almost two years.". Read the full article >> https://lnkd.in/e_whATvH Want to learn more about our fund flows data? Contact us >> https://lnkd.in/eFG-wYqs

Get an edge on ASEAN’s key “connector economies” at a moment of geopolitical change with difficult-to-source macroeconomic data from our partners at CEIC Data. We invite EPFR users to download CEIC's chart pack – which covers Singapore, Thailand, Vietnam, Malaysia, Indonesia and the Philippines with more than 80 visualizations. EPFR’s exclusive fund-flow and asset allocation data works in tandem with CEIC’s analytics covering Southeast Asia's inflation, trade patterns, monetary policy and more. This delivers a superior toolkit to investment professionals focused on the ASEAN region. Download your chart pack >> https://lnkd.in/eR4PinzA #ASEAN #Macro #Economies #FDI #Inflation

?? ???????????????? ???????? ???????? CEIC Data! Their new Point-in-Time (PiT) data offering was specifically created for quantitative analysts to address key challenges in backtesting and model validation, by eliminating hindsight bias from improperly timestamped revisions, it enhances the reliability of quantitative models. Delivering over 10 years of meticulously maintained revised historical data, it's the longest revision history available in the market for the data sets carried by CEIC Data, all accessible through seamless API, R, and Python integration. Learn more about PiT data below ??

The ISI Markets team had a fantastic time at the EMTA Forum in Dubai today. Mark Bohlund from REDD Intelligence moderated an expert discussion on regional risks, oil pricing, and Saudi megaprojects. We were proud to showcase how the powerful integration of ISI Markets “macro-to-micro” insights from CEIC Data and EPFR, alongside REDD Intelligence's market-moving intelligence service, helps our clients connect economic factors, investor sentiment and asset class performance in developed and emerging markets. Thank you to EMTA for hosting such a valuable forum and to everyone who met with our ISI Markets colleagues. Want to learn more? Download our latest chart pack to find out why CEIC Data has been named Best Alternative Data Provider to the Buyside by WatersTechnology.com Access the chart pack >> https://lnkd.in/etPi3DmP #EMTAForum #Dubai #Markets #EmergingMarkets #REDDIntelligence #ISIMarkets

Funds dedicated to the old world and conventional asset classes enjoyed a rare moment in the sun during the second week of February. Europe Equity Funds posted their biggest inflow since the fourth week of 2023, while flows into Physical Gold and Silver Funds hit seven and 16-week highs, respectively. ? Other trends captured by EPFR-tracked fund flows during the week ending Feb. 12 reveal: ● Emerging Markets Equity Funds headline number record a 13-week low ● US Equity Funds experienced net redemptions for the first time this year ● Cryptocurrency Funds saw a three-week inflow streak come to an end For more, read our Global Navigator >> https://lnkd.in/eSBYT2mY