Ep. 119: Expectations for European economy and global growth boosted by China's reopening

The EPFR Exchange Podcast

Jan 31 2023 • 13 mins

This week, Cam and Kirsten talk about...

  • How China's rebounding economy is good news for global growth and Europe's economy
  • Continued optimism for the US Fed Reserve to stop hiking rates
  • Bond Funds and specifically Inflation Protected Bond Fund Flows giving insight into what consensus investors have on the inflation fight.
  • The drivers behind the $135 billion that flowed into Money Market Funds over the past four weeks.
  • How India Equity Funds compare to China or other emerging markets.
  • A look into Cybersecurity as well as Defense & Aerospace focused funds.
  • Major subgroups discovered in broader Commodities Sector Funds

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