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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