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. 121: The law of unintended consequences
Here’s what Cam and Kirsten reflected on:
- Very few people doubt that China will have an economic rebound later this year, but how soon and deep is up for debate.
- Sino-US tensions… What does the growth profile look like for China if it is disengaged from the US?
- Pullback on both sides - Biden administration seemingly more comfortable with less globalization
- How did that play into flows for Commodities and Energy Sector Funds?
- Earnings reports for the fourth quarter of last year dampen investor outlooks.
- EPFR tracks Volatility Funds?
- Russia-Ukraine conflict nears its one-year anniversary: what does that mean for manufacturing, defense, greening & ESG, energy, etc?
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