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Zephyr Portfolio Analytics
By Ryan Nauman 10 Jan 2022
Will be on the CPI print during the week ahead. Will we continue to see inflation accelerate as wage inflation climbs higher or will inflation begin to subside as some signs point to the easing of some supply chain bottlenecks? Additionally, fourth quarter earnings season kicks off this week. It will be important to focus on the commentary and guidance these companies provide with inflation remaining elevated and higher inters rates on the horizon.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 07 Jan 2022
Continuing the pattern that emerged in the final quarter of 2021, flows to EPFR-tracked funds had a star-spangled bias to them early in the New Year. Between them, US Equity, Bond and Money Market Funds – which absorbed nearly $360 billion in 4Q21 -- pulled in over $25 billion during the week ending January 5. Despite the US Federal Reserve’s more hawkish tone and the derailing of the Biden administration’s Build Back Better spending package, investors believe there is more to come from America’s economy and stock market. This stems in part from the cash accumulated by corporations and individuals over the past 19 months which, potentially, is available to boost consumption and investment. Since the start of the pandemic, the assets held by US Money Market Funds have increased by $1.3 trillion and estimates of the ‘excess’ savings accumulated by American consumers range from $2 trillion to $3.5 trillion.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 31 Dec 2021
If 2020 read like a gothic novel, the second year of the Covid-19 pandemic belonged to the suspense genre. At what point would central banks decide inflation is not transitory? Will the new variants of Covid-19 do more or less damage than earlier waves? What consequences will perceptions of US weakness have in Europe and Asia?
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 24 Dec 2021
With major central banks responding to rising inflation, investor focus shifted during the third week of December to the Covid-19 pandemic’s latest iteration and the measures being taken to contain it. Those measures, self-imposed and mandated, promise to dent consumer and business confidence going into the New Year and weighed on flows to many EPFR-tracked fund groups.
Topic Industry News
Zephyr Portfolio Analytics
By Ryan Nauman 20 Dec 2021
Despite it being the week of Christmas, there is no shortage of economic data releases. The leading economic indicators index will be worth following to get an indication of economic strength heading into the rate hiking cycle. I will also have a close eye on the consumer confidence index and the University of Michigan consumer sentiment index. However, the headline release will the Federal Reserve’s (Fed) preferred measure of inflation, the personal consumption expenditures index (PCE). The Fed has acknowledged that high inflation will be stickier than originally thought by removing the word “transitory” from their December FOMC meeting announcement and will place a bigger emphasis on taming inflation. Inflation is the primary concern for investors and consumers, so it will be worth watching to see if the Fed can indeed tame it.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 17 Dec 2021
The jury is still out on the impact of rising Covid caseloads triggered by the Omicron variant, but the latest round of inflation numbers delivered a verdict of “not transitory” that major central banks are expected to heed. The Bank of England was the first to respond, raising its key rate, and reinforcing the perception that the US Federal Reserve will accelerate its timetable to wrapping up its current quantitative earing program. Those perceptions hit fixed income fund groups, Emerging Markets Equity Funds – ex-China – and Real Estate Sector Funds during the second week of December. With the European Central Bank (ECB) and Bank of Japan expected to be the last major central banks to tighten policy, Japan Equity and Europe Bond Funds posted solid inflows.
Topic Industry News
Zephyr Portfolio Analytics
By Ryan Nauman 13 Dec 2021
As we move into 2022, investment professionals must prepare for new economic and investment regimes. The new regimes will consist of tighter monetary policies and increased investment risk, all while COVID remains an uncertain variable.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 10 Dec 2021
Central bankers have prided themselves on clear communication with markets in recent years. But the road mapped out by Bank of England (BoE) policymakers isn’t taking UK interest rates where markets expected, leaving currency investors all at sea.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 10 Dec 2021
Omicron? The grinch that stole the global growth story before Christmas? Or the angel of disinflation that will banish the specter of interest rate hikes? The first week of December saw investors weighing both interpretations of the latest Covid-19 variant and making cautious guesses about which one is more credible. Flows to EPFR-tracked fund groups during the first week of December tilted towards the positive – at least for the US. Investors steered money into US Equity Funds for the 11th straight week, US Bond and Global Equity Funds rebounded from their first outflows in over seven and 17 months, respectively, and US Money Market Funds took in fresh money for the seventh time in the past eight weeks.
Topic Industry News
IGM Credit
By Ken Jaques 08 Dec 2021
IGM Global Credit Snapshot | Thursday, 8th December 2021 - Global primary market activity still sluggish in November with the focus on quality - Raised volatility, emergence of Omicron variant and Fed tapering concerns affect sentiment. - EUR IG Corporate and unsecured FIG borrowers raise activity, though at a cost - APAC US$ primary market dominated by IG, HY flounders, China property developers absent - US IG ex SSA issuance exceeds Street estimates with highest November since 2017 - For more specific regional highlights see below.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 03 Dec 2021
Hopes that the impact of Covid’s Omicron variant will prove transitory, concern that it will not, and fears that inflation is here to stay whip-sawed global markets during the final days of November. Concerns about the latter issue were crystalized by recently reappointed US Federal Reserve Chair Jerome Powell’s admission that price pressures could spur the Fed to accelerate the tapering of its asset purchases. Mutual fund investors responded by reassessing their outlooks for the global economy, US interest rates and risk assets. Global Equity Funds posted their first outflow in over 17 months, US Bond Funds experienced their heaviest redemptions since late 1Q20, and investors pulled over $4 billion out of High Yield Bond Funds. Equity funds dedicated to the world’s two largest economies, China and the US, attracted solid amounts of fresh money despite their contrasting approaches to dealing with the pandemic, and Money Market Funds extended their longest inflow streak since 2Q20. Two groups associated with market turbulence, Volatility (VIX) and Cryptocurrency Funds, went separate ways with the former posting their biggest outflow since late 1Q20 and Cryptocurrency Funds extending an inflow streak stretching back to mid-August.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 01 Dec 2021
As Europe’s sovereign debt crisis gathered momentum in 2009, several of the hardest hit countries were lumped together and referred to as ‘Club Med’ or PIIGS (Portugal, Ireland, Italy, Greece and Spain) markets. Names have consequences. Coming into 2021 the equity fund groups dedicated to the five PIIGS markets have suffered net redemptions totalling over $12 billion. Read more...
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 29 Nov 2021
Heading into the US Thanksgiving holiday, Turkey’s defiance of economic policy norms and surging Covid-19 caseloads in Europe claimed the attention of markets and investors. The day after, the emergence of a new Covid variant in South Africa with significant mutations – dubbed Omicron -- triggered a selloff in global equity and commodity markets. With Covid regaining center stage, much of the US on holiday and many central banks rummaging around in their inflation containment toolkit, flows to most EPFR-tracked fund groups were understandably muted during the week ending November 24. Equity Funds recorded their third-smallest collective inflow year-to-date and flows into Bond Funds were a quarter of their weekly average during the first three quarters of 2021. The prospect of a greener, more expensive future continued to influence flows. Commitments to Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates accounted for the bulk of headline number for all Equity Funds, Inflation Protected Bond Funds posted their 53rd consecutive inflow and Cryptocurrency Funds absorbed fresh money for the 14th week running. Overall, the fourth week of November saw $2.9 billion flow into all Equity Funds and $4.2 billion into Bond Funds while Alternative Funds pulled in $1.6 billion and Balanced Funds $2 billion. Money Market Funds took in $7.8 billion as they extended their longest run of inflows since the second quarter.
Topic Industry News
IGM Credit
23 Nov 2021
A Record Q3 for Global ESG Bond Issuance: The story behind the surge
Topic Industry News
IGM FX and Rates
23 Nov 2021
A Record Q3 for Global ESG Bond Issuance: The story behind the surge
Topic Industry News
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