Our latest research webinar, “Three Themes and Some Flows” is now available for on-demand viewing.
Senior economist Andy Cates along with Steve Muzzlewhite, the global head of customer solutions at EPFR, discuss three global macro themes; the crisis in Ukraine, recession risks which link to stagflation stress, and sub-merging emerging markets. Steve provides his expert perspective and illustrates some of EPFR’s financial market flows data which directly link to the three macro themes discussed. The webinar also includes specially crafted visuals using Haver’s DLX platform that provide insight into the discussion and help to illustrate the conclusions.
- Key financial market flows from the crisis in Ukraine and stagflation concerns.
- Shifts in GEM and sector allocation have been notable
- The search for yield continues
- Smaller marginal EM markets are benefiting
Duration: 18 minutes