The EPFR Exchange Podcast

著者: Kirsten Longbottom & Cameron Brandt
  • サマリー

  • 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

    © 2024 The EPFR Exchange Podcast
    続きを読む 一部表示

あらすじ・解説

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

© 2024 The EPFR Exchange Podcast
エピソード
  • The Rise of Money Markets: strengths, challenges, and reforms feat. Schwab Asset Management's Tim Schiltz
    2023/11/20

    Join us for an exclusive conversation with industry leaders Jay McLaughlin from iMoneyNet, and guest expert Tim Schiltz from Schwab Asset Management.

    Dive deeper into what has by some measures been a banner year for US liquidity funds, especially if inflows are your key measure of success. The group of US Money Market Funds tracked by EPFR have seen inflows this year climb past $1 trillion total, a record by far. iMoneyNet leader Jay McLaughlin highlights how assets and yields have been performing quite well over the past 18 months, especially when looking at the all taxable average - the most commonly used benchmark for iMoneyNet - from a yield perspective.

    However, this only tells part of what is – more than ever – a complicated story. To a degree, Money Market Funds gain is pain for US regional banks as their deposit bases migrate. Those expanding asset bases are also keeping the industry in the forefront of regulatory minds, with another suite of reforms - the third in the last decade - currently on the drawing board.

    Conversation led/guided by EPFR research analyst Kirsten Longbottom.

    If you have a question about this episode, want to request a demo of our data, or talk to an EPFR expert today... Contact us now!

    続きを読む 一部表示
    19 分
  • Japan Equities: From a dark to sunlit investment trap, feat. Pictet Asset Management Jon Withaar
    2023/09/11

    China clearly holds the crown among Emerging Market Equity markets when it comes to attracting fund flows this year. In the struggling Developed Market universe, meanwhile, Japan is breaking free of the pack. Japan Equity Funds have recorded inflows 11 of the past 12 weeks, and Japan Dividend and ESG Funds have done even better with flows to the former picking up significantly in mid-March and those to Japan ESG Funds lofting off at the start of February. Yet, the lag in response to increasingly rosy market conditions and the minimal changes that Global and Global ex-US Funds have made to their Japanese exposure, hints at a degree of skepticism.

    In this episode, Research Associate Kirsten Longbottom and Director of Research Cameron Brandt invite Pictet Asset Management's Senior Portfolio Manager Jon Withaar to discuss these themes and trends.

    We look back at 2015 when the corporate governance code was introduced, discuss the current, relatively cheap valuations of Japanese assets, explore what bad inflation looks like for Japan, examine the linkages between Japan and China in the long term, ask where the Bank of Japan will go from here and delve into the benefits of a weak Yen versus strong Dollar.

    More from EPFR on Japan:

    • Aug 6, 2023 Quants Corner: An unusual visitor comes knocking on Japan’s door. Did it RSVP?
    • Jan 27, 2023 Off the Wire: Japan government bonds: Is there a coming outflow?
    • Feb 3, 2022 Paper: A rising tide lifts some (Japanese) boats: The Bank of Japan’s ETF purchases and their impact on market signals for individual stocks



    If you have a question about this episode, want to request a demo of our data, or talk to an EPFR expert today... Contact us now!

    続きを読む 一部表示
    25 分
  • The pros and cons of Emerging Markets featuring NFJ's R. Burns McKinney
    2023/08/21

    Investors have viewed Emerging Markets with a "glass half full" approach so far this year despite alarming headwinds for key actors. EM Equity Funds have brought in money this year while their Developed Markets counterparts have seen outflows. Kirsten Longbottom and Cameron Brandt from EPFR discussed key themes and shifts taking place in Emerging Markets with R Burns McKinney, managing director and senior portfolio manager/analyst at NFJ Investment Group. From the growth story and strong sector flows in China to the production of metals in Latin America to the expectation of India to break free of the pack, we cover it all.

    If you have a question about this episode, want to request a demo of our data, or talk to an EPFR expert today... Contact us now!

    続きを読む 一部表示
    23 分

The EPFR Exchange Podcastに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。