Published on Thursday, February 21, 2019 | Updated on Friday, February 22, 2019
Global Funds Outlook. First quarter 2019
Summary
Global Investment Funds (GIF) flows have been on a roller coaster ride since the start of Q418. Sharp pullback in portfolio flows in late 2018, focus on DMs, but since the start of this year, GIFs inflows recovered particularly to EMs. Looking ahead, EMs would continue to outperform DMs over the short term although hinged on Fed and progress on US-China trade dispute.
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Authors
SD
Sumedh Deorukhkar
BBVA Research - Senior Economist
JN
Juan Navarro
AU
Alfonso Ugarte
BBVA Research - Principal Economist