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  • IGM FX and Rates

    The Context

    By Andy Hicks 13 Aug 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

    View analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    It's all Good… in Nominal Terms

    By David Ader 10 Aug 2018

    In a recent speech, NY Fed President Williams spoke about “The Future Fortunes of R-star; Are they really rising?” I took a look at the graph of the estimate for the Natural Rate of Interest to see what’s going on with this particular measure. In a 2015 paper, Williams wrote that IF the estimated rate stayed low, “future episodes of hitting zero lower bound are likely to be frequent and long lasting.” In 2017, he looked at the details to conclude that a low R-star was 1) not a US story alone, but a global one, 2) it was likely to be long lasting and) it was not confined merely to low risk assets. As such, unusual monetary policies were likely to be the norm and that with globally low interest rates risks to financial stability are greater than they were. Read more from David Ader's latest musings...

    Topic Industry News

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  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #2

    By Paul Needels and Ray Montague of Informa Financial Intelligence 09 Aug 2018

    Part #2 - Consumer Sentiments and Keys to Success The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #2, in a series of seven, is a discussion of consumer sentiments and understanding the keys to success in this rising rate environment.

    Topic Changing Rate Environment

    Full podcast

  • Competitive Product Research

    Navigating a Rising Rate Environment Podcast: Part #1

    By Paul Needels and Ray Montague of Informa Financial Intelligence 09 Aug 2018

    Part #1 - Introductions and Topic Overview The rising rate environment is here and financial institution executives are arming themselves with practical strategies to help succeed. What has changed since the last time? Online banking existed, but wasn’t fully accepted by consumers, mobile banking hadn’t taken hold, and consumer banking behavior was substantially different. Paul Needels and Ray Montague of Informa Financial Intelligence present a series of podcasts taken from their presentation to the Federal Home Loan Bank of Chicago. Podcast part #1, in a series of seven, is an introduction and overview of the topic, the rising rate environment.

    Topic Changing Rate Environment

    Full podcast

  • EPFR

    The Month Ahead…

    By Cameron Brandt 09 Aug 2018

    The Month Ahead…

    Topic Global Investment Flows Brexit

    Read blog

  • TrimTabs Investment Research

    The Month Ahead…

    By David Santschi 09 Aug 2018

    The Month Ahead…

    Topic Global Investment Flows

    Read blog

  • IGM FX and Rates

    Viewpoint: Lira Crisis Has Left Turkish Banks Looking Vulnerable

    By Natalie Rivett 08 Aug 2018

    The Turkish economy and banking sector has become increasingly vulnerable to persistent Lira weakness.

    View analysis

  • IGM FX and Rates

    The Context

    By Natalie Rivett 06 Aug 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

    View analysis

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 08.06.18

    By Ryan Nauman 06 Aug 2018

    Solid second quarter earnings continue to help offset escalating trade concerns, as the S&P 500 finished the week up .80%. Todate, more than 80% of S%P companies have reported earnings, with 80% beating estimates (FactSet). Here are some of the highlights, which came from the tech sector. Apple beat earnings estimates and provided better-than-expected forward guidance after experiencing their best third quarter earnings ever. The announcement helped the embattled tech sector move forward after a tough week, and propelled Apple to be the first $1 trillion U.S. company. Caterpillar reported better-than-expected earnings and raised its full-year outlook, despite saying tariffs will reduce the bottom line between $100 and $200 million in the second half. Proctor & Gamble, Pfizer, DowDuPont, and Aetna all reported better-than-expected earnings. Meanwhile, Tesla reported wider-than-expected losses, but to the delight of investors, experienced smaller cash burn than expected, while also reaffirming profitability during the second half. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

    View whitepaper

  • IGM FX and Rates

    Viewpoint: US sanctions to be more painful for Turkey than Russia

    By Christopher Shiells 02 Aug 2018

    US slapped sanctions on Turkey, which is the last thing the vulnerable economy needed - we look at Russia as a recent example

    View analysis

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 30 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

    View analysis

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.30.18

    By Ryan Nauman 30 Jul 2018

    This week marked the busiest week of the second quarter earnings season, as the S&P 500 rose modestly on solid earnings and promising trade news. To date, 53% of the S&P 500 companies have announced second quarter earnings, with 83% of them beating estimates (FactSet). Lets start with the headliner, Facebook. Most were expecting big numbers from Facebook, but the big numbers they received were not the ones they expected, as in a $120 billion decrease in market value. Facebook plunged after reporting mixed earnings, while providing a downbeat forecast for the remainder of the year. The numerous scandals/sins they were able to withstand over the past few months finally caught up to them. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

    View whitepaper

  • Market Research Solutions, Competitive Product Research, Map...

    Looking into the future: Personal Finance Management tools (PFMs)

    By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 30 Jul 2018

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

    Topic FinTech

    View whitepaper

  • IGM FX and Rates

    Please find attached the IGM August 2018 Monthly Interest Rate Outlook

    By Marcus Dewsnap 27 Jul 2018

    August Edition of the IGM Monthly Interest Rate Outlook

    View analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Technicals Broke the Range, not Speculation

    By David Ader 27 Jul 2018

    People are making a lot of noise about the bond market’s retreat after the July 20 range break.  What I hear is that it’s largely about speculation over the BoJ’s upcoming meeting and an active discussion therein.  This relates to Japan undershooting inflation targets and what the BoJ can and can’t do to spur it (presumably lower for longer) without doing harm.  Included in that is the idea of raising their target on 10-yr JGB yields.  You might argue that raising rates is rather unstimulative, but then easy policy hasn’t worked and has hurt banks. Read more from David Ader's latest musings...

    Topic Industry News

    View whitepaper

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