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The illusion of weekly flow data

The Emerging View

25 July 2014

We believe, the market obsession with analysing weekly flows of US mutual fund investors is understandable but flawed. These flows are not representative of the market as a whole, and they ignore the reality of where the real investor base lies. They do illustrate a number of points well – such as how pro-cyclical the flows are and how violent the response to the ‘taper tantrum’ of last year was – but need to be viewed in context.

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