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EPFR - fund flow & allocations data
Mapping fund flows to the progression of a truly global pandemic is something that EPFR – thankfully – has not had to deal with for most of its existence. But that changed with a vengeance last year, bringing with it lockdowns, stimulus checks, social distancing, closed borders and remote working. In this new social and economic environment different dots need to be connected to unlock value. This blog will explore one topical avenue, the link between individual country’s progress vaccinating their populations against COVID-19 – with the leaders presumed to be closer to a return to economic normality – and the flows into and returns for countries. The current poster child for this thesis is Israel, which is not only the leader in the global vaccination race but offers a secondary cyber-security expertise story that is playing well given recent revelations of hacking on an international scale...
Topic Industry News
Zephyr Portfolio Analytics
The week ahead will be highlighted, not by economic data or earnings, but the inauguration of Joe Biden as president. Following the storming of the U.S. Capitol and reports that other protests around the country have been planned, all eyes will be on the inauguration as the new regime takes over. As for economic data, one of the hottest parts of the economy during the tumultuous 2020 was the housing market as historically low mortgage rates eased affordability. This upcoming week will provide us with data on how the housing market finished 2020...
Topic Industry News
EPFR - fund flow & allocations data
For several months now, investors have been buying into forecasts of a global economic rebound unleashed by widespread vaccination against the COVID-19 virus. Fears that inflation will also slip the leash when the rebound occurs took a backseat to the global reflation story. During the second week of January, this undercurrent of inflationary angst bubbled to the surface as markets factored in rising commodity and transportation costs, cash stockpiles in savings and money market accounts, the fiscal agenda of the incoming US administration and signals from the US Federal Reserve that the switch to a tightening bias could occur much sooner than previously expected. The week ending Jan. 13 saw EPFR-tracked Inflation Protected Bond Funds extend their current inflow streak to eight weeks and $8.7 billion, Bank Loan Funds record their biggest inflow since mid-2Q18, flows into Commodities Sector Funds hit a record high and Energy Sector Funds record their 12th consecutive inflow and largest in over 11 months.
Topic Industry News
EPFR - fund flow & allocations data
After years of pulling money out of equity funds, retail investors are starting to step back in. EPFR-tracked Equity Funds ended 2020 with eight straight weeks of retail inflows, their longest such run since 2Q06. In this, retail investors are several years behind the institutional money and, as a result, have missed out on strong market returns four of the past five years. Global Equity Funds have been the biggest beneficiaries of this latest surge in retail interest. During 2019 this group recorded retail inflows 19 of the year’s 52 weeks. In 2020 they posted retail inflows 44 times. The last time there was such a concentration of retail money going into a single fund category was 2016, and before that 2015. In both cases, the rush into Australia and China Equity Funds ended badly for retail investors. Are Global Funds headed for the same comeuppance? Have they missed the bus? Prior to 2020, the chance of a positive retail flow into Equity Funds ranged from one week in every nine during 2014 to one in 25 during 2016. Last year this group attracted retail money two out of every five weeks...
Topic Industry News
Zephyr Portfolio Analytics
The week ahead will be highlighted by the release of the December consumer price index. Inflation is in the crosshairs of investors as Inflation expectations have been increasing, particularly this week as investors are anticipating additional fiscal stimulus following the Georgia election. Additionally, large financial corporations kick off the fourth quarter earnings cycle during the week. Corporate earnings are expected to increase during the quarter. However, coronavirus cases surged during the quarter which may place downward pressure on earnings...
Topic Industry News
EPFR - fund flow & allocations data
The first week of 2021 saw Democrats gain control of the US Senate, the death throes of Donald Trump’s presidency, over 4 million new COVID-19 cases reported worldwide and over 5 million anti-COVID vaccines administered, Saudi Arabia announce oil production cuts totaling 1 million barrels a day and China crack down on pro-democracy activists in Hong Kong. Investors, for the most part, looked ahead to better days with both US Equity and Bond Funds recording solid inflows, Global Equity Funds posting their 28th consecutive inflow and Global Bond Funds absorbing fresh money for the 36th time in the past 40 weeks. In addition to taking a diversified approach to the hoped-for global reflation story, investors continue to pencil in higher inflation when it does materialize. Inflation Protected Bond Funds took in over $1 billion for the third time in the past six weeks as they recorded their 36th inflow since the beginning of 2Q20. Emerging Markets Equity Funds, which carried a 15-week inflow streak into January, recorded their first outflow since mid-September as investors redeemed over $3 billion from China Equity Funds.
Topic Industry News
Financial Industry Peer Analysis and Bank Benchmarking, Lend...
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EPFR - fund flow & allocations data
A year defined by the shock of the COVID-19 pandemic ended with $600 stimulus checks on their way to millions of Americans, the UK and European Union making guarded toasts to a new trade deal and the number of people vaccinated against the coronavirus climbing towards the 10 million mark. Benchmark US equity indexes hit new record highs in late December and consensus global GDP forecasts anticipate over 5% growth in 2021. Mutual fund investors ended 2020 steadily rebuilding their exposure to emerging markets equity and debt, rotating from actively managed funds to lower cost ETFs, adding to their hedges against inflation, pumping more money into funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates and buying into the post-pandemic technology, healthcare and consumer rebound narratives. EPFR-tracked SRI/ESG Equity and Bond Funds set new full-year inflow marks, as did Healthcare, Consumer Goods and Technology Sector Funds, and the collective AUM of all EPFR-tracked ETFs climbed past the $7 trillion mark in November. There is plenty of cash on hand to pursue these and other themes in 2021. Money Market Funds attracted nearly $1 trillion in 2020, the personal savings rate soared in the US and other key markets, and major central banks remain committed to ultra-accommodative monetary policies.
Topic Industry News
Digital Banking Hub, Digital Banking Research
Commercial banking platforms are in a state of accelerated digital transformation. Keeping up with this level of digital development requires significant investment, of both cash and resources. Providers must prioritize their developments and so our Commercial Market Analyst, Jennifer Sypal, has pulled together her platform development priorities, covering: • Real-time reporting • Payment capabilities • Accessibility Read this 5-minute blog to get global insight of commercial banking platform developments and trends, with behind the login screenshots of real platforms.
Topic Digital Banking
Digital Banking Hub
Digital Banking App Trends 2021 The digital banking app landscape has developed and evolved to cope with a particularly difficult year and a host of unprecedented challenges. The Covid-19 pandemic has accelerated trends within fintech in a significant way. As global lockdowns made digital banking a necessity, it became clear that it is essential for banks to provide comprehensive digital banking services. As we look towards a slow return to normality entering 2021, it can be assumed that the momentum within fintech will not slow down. Many customers have become used to using digital banking services and it is unlikely that there will be a significant shift back to offline channels. There are three main trends that are likely to be developed over the course of 2021. First, smart data will become far more important throughout financial technology tools. Second, financial assistance and educational tools will continue to develop. Finally, the focus on providing excellent UX will be as important as ever as the market becomes more competitive...
Topic Industry News Digital Banking
IGM FX and Rates
The positive risk bias at the start of 2020 for EM Asia assets didn’t last long. The synchronised global economic upswing quickly unravelled as the COVID pandemic swept through EM Asia economies. The epicentre of the pandemic was in China to begin with and as China went into lockdown Q1 was a write off for economic growth in the region. From a peak in mid-January to late March, the ADXY currency index lost 5%. There were significant divergences within the region though, with the IDR losing close to 15% against the USD, the baht 8.6% and INR 5.5%. IDR and INR are typically current account deficit currencies and sensitive to broader risk appetite, whilst the collapse in tourism inflows weighed heavily on the baht. In contrast, the PHP was basically flat against the USD in Q1, while the TWD only lost 0.67%. The Philippines has fairly limited offshore investor positioning, which served it well, while Taiwan managed the pandemic very well and this was reflected in relative currency outperformance…
Topic Industry News
IGM FX and Rates
2020 will be known for the Great Debt Binge when corporate America and a host of foreign companies raised an unprecedented amount of capital via the USD public debt market amidst the worst pandemic crisis in over a century...
Topic Industry News
EPFR - fund flow & allocations data
Mid-December saw EPFR-tracked Europe Equity Funds post their 11th outflow in the past 14 weeks and Europe Bond Funds experience their heaviest redemptions since late March as a host of issues, ranging from the impact of recent euro strength on regional exporters to the cost of new measures being rolled out to combat the COVID-19 pandemic’s second wave, sapped investor appetite for exposure to the region. European Money Market Funds, meanwhile, have recorded net inflows seven of the past 11 weeks as investors keep their options open. While shunning Europe, investors added significant sums to fund groups dedicated to themes with momentum: diversified exposure to post-vaccine reflation of the global economy, social and environmental justice, emerging markets and hedging against anticipated inflation. Global Equity Funds set a new inflow record, their second in less than a month, and both Emerging Markets Equity and Bond Funds maintained their strong finish to the year with the former pulling in over $2 billion for the sixth straight week while EM Bond Funds absorbing fresh money for the 11th week in a row. There was also no let-up in the flows to Equity and Bond Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates, with investors committing another $10 billion to these groups. The latest inflows lifted the year-to-date total for SRI/ESG Bond and Equity Funds over the $55 billion and $175 billion marks respectively. Overall, EPFR-tracked Equity Funds posted a collective inflow of $46.4 billion and Balanced Funds took in a net $3 billion during the week ending Dec. 16 while $34 million flowed into Alternative Funds and $795 million into Bond Funds. Redemptions from Money Market Funds totaled $58 billion.
Topic Industry News
EPFR - fund flow & allocations data
After more than two decades of tracking mutual fund flows and allocation data, we’ve come to believe that each year, or indeed each time period, has its own special “data signature”. It could be said that 2020 has one of the most unique signatures we've seen in a long time. Our 2020 wrap takes a look at this past year, we discuss the reactions we saw in the fund flows and allocations data to the pandemic, China, the US election, the continued demand for greener investing and more. As we position our sights on the year ahead, we discuss the outlook for ESG, Emerging Markets and Japan.
Topic Industry News
EPFR - fund flow & allocations data
After more than two decades of tracking mutual fund flows and allocation data, we’ve come to believe that each year, or indeed each time period, has its own special “data signature”. It could be said that 2020 has one of the most unique signatures we've seen in a long time. Our 2020 wrap takes a look at this past year, we discuss the reactions we saw in the fund flows and allocations data to the pandemic, China, the US election, the continued demand for greener investing and more. As we position our sights on the year ahead, we discuss the outlook for ESG, Emerging Markets and Japan...
Topic Industry News
28 Jan 2021 , 08:30
UK
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