Low vol and value ETFs recorded the biggest outflows following a brief risk-on period
Crypto equities led the market rally as thematic strategies across the board rose in July
Eight out of the top ten ETFs for inflows last week were ESG-tilted
Growth sees inflows even as economic slowdown is expected to continue
Growth lies in the eye of the beholder
Huge performance dispersion has led to large rebalances across rules-based indices
Certain factors could offer favourable defensive characteristics
Value and growth stocks will tussle for primacy in a year of monetary tightening
