The EPFR Exchange Podcast

102: What does all this market noise translate into?

September 07, 2022 Kirsten Longbottom & Cameron Brandt
The EPFR Exchange Podcast
102: What does all this market noise translate into?
Show Notes

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.