Informa Intelligence

Informa’s chief macro strategist weighs in on what’s to come.

Price increases from retaliation could wipe out Americans’ tax cut savings.

U.S. equity funds extended their longest run of inflows since 2013 as investors continue to pull money from most other developed markets.

China equity funds pulled in over $1 billion last week, the fifth time they’ve had that mark so far this year. Meanwhile, investors are pulling money from other emerging market funds.

Informa’s chief macro strategist weighs in on what’s to come.

An inverted yield curve has preceded each of the last five recessions.

In a bear market, the reduced influence of defensive sectors could cause outsized weakness.

There is only one subcategory of equity funds where investors have been willing to pay for active management so far this year.

Brazil saw its currency slide and its stock market take a battering as investors were critical. But equity funds focused on the country are taking in new money for the fifth time in the past six weeks, suggesting investors are finding attractive...

With U.S. interest rates climbing, stock-buybacks accelerating, and growth in the ”real“ global economy losing momentum, sector-focused investors followed M&As and buybacks during the midweek of June and increased their exposure to the U.S...