AccessibleversionBofASecuritiesEquityClientFlowTrendsEarly2024flows:largeETFoutflowsandmutedsinglestockinflowsClientssoldequitiesinthesell-off08January2024•ETFoutflowsandsmallsinglestockinflows:La...
AccessibleversionAsiaFundManagerSurveyInoutperformerswetrustTenthingsfundmanagersaretellingus16January20241)Thenewyearisherebutglobalnarrativesremainlargelythesame–anoff-the-lowsPredictiveAnalytic...
AccessibleversionAsiaFundManagerSurveyHoldinggroundagainsthigherinflationexpectationsFMSvotesforanaccelerationinglobalgrowthmomentum16April2024TheGlobalFundManagerSurveyupgradeditsviewoftheworldeco...
AccessibleversionTheFlowShowIfthedovedon’tfit…ScoresontheDoors:crypto30.7%,oil15.2%,gold14.8%,commodities9.6%,US18April2024dollar4.8%,stocks3.7%,cash1.6%,HYbonds-0.3%,stocks(equal-weighted)-1.8%,...
AccessibleversionTheFlowShowRecordFlows…Cash,USTs,TIPS&ValueTheFlowShowwillreturnonJanuary4th,2024.HappyNewYear!21December2023ScoresontheDoors:crypto127.9%,stocks19.7%,HYbonds10.4%,gold8.5%,IGInve...
AccessibleversionAsiaPacificCreditUpdateIndiaHY:YTDperformancerecap&recommendationsupdateRatingChange-CreditYTDperformancerecap28December2023ICEBofAIndiaHYindex(EINH)haspostedYTDtotalreturnof11.0%(...
AccessibleversionChinaWatchChartbookseries#125:Industrialprofitpickedup;depositratecutagaininDecMobilityimproved;consumptionstillheldup28December2023Bothinter-andintra-citymobilityremainedintactthi...
AccessibleversionChinaWatchChartbookseries#139:MarexcavatorsalesimproveddespiteweakconstructionAbetterconsumptionrecoveryduringQingmingholiday11April2024Bothnumberoftouristsandtourismrevenue(112%an...
