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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 FX and Rates
23 Nov 2021
A Record Q3 for Global ESG Bond Issuance: The story behind the surge
Topic Industry News
IGM Credit
23 Nov 2021
A Record Q3 for Global ESG Bond Issuance: The story behind the surge
Topic Industry News
Zephyr Portfolio Analytics
By Ryan Nauman 22 Nov 2021
Despite the shortened trading week due to the Thanksgiving holiday, the week is loaded, particularly on Wednesday, with headline capturing economic data releases. The release that will be on the minds of most will be the Federal Reserve’s (Fed) preferred gauge of inflation, the personal consumption expenditure index (PCE). Despite the Fed saying inflation will start to abate during the Q2 – Q3 2022 time period, inflation continues to rise, which has resulted in forecasts calling for interest rate hikes in 2022. The other data release that I will be watching closely will be consumer spending. Q3 economic growth slowed in large part due to a steep slowdown in consumer spending. The trajectory of economic growth during Q4 will be driven by consumer spending, so it will be important for the quarter to start off strong.
Topic Industry News
EPFR - fund flow & allocations data
22 Nov 2021
The fate of China’s Evergrande, the second-largest developer in China by sales, continues to grip the international markets, with fears the debt crisis being faced by the heavily indebted housing developer will not only have knock on repercussions for China’s real estate sector – which, with its related industries accounts for as much as 30% of Chinese GDP – but also trigger a string of both domestic and international defaults, in what doomsayers have warned could well be another Lehman moment for financial markets.
Topic Industry News
EPFR - fund flow & allocations data
22 Nov 2021
Fixed income markets are abuzz about the spectacular demand for new green bonds – and there’s no denying that investors are hungry for these instruments. Flows into fixed income funds with socially responsible investing (SRI) or environmental, social and governance (ESG) mandates have soared. Those tracked by Informa company EPFR have seen their AuM increase sevenfold since the beginning of 2019.
Topic Industry News
IGM Credit
22 Nov 2021
The global ESG bond market is on track to complete another impressive year in 2021, with large issue volumes and strong demand to date expected to continue. According to Informa Global Markets (IGM) data, the volume of new environmental, social and governance (ESG) bonds issued in the primary market has continued to set new highs into 2021...
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 19 Nov 2021
The Japanese economy’s 3% contraction during the third quarter and the latest spike in natural gas prices pushed supply chain issues to the top of a lengthy list of investor concerns going into the second half of November. In the case of natural gas, the supply chain linking Europe with an increasingly assertive Russia is back in the spotlight. EPFR-tracked Europe Equity Funds posted their sixth outflow in the past nine weeks and Energy Sector Funds experienced their heaviest redemptions since mid-August as Russian troops built up along the Ukrainian border, Germany suspended certification of the Nord Stream 2 pipeline and the price of natural gas jumped to a four-week high. Tight energy supplies are a headwind for Japan, which imports nearly all of the oil it uses, and bread-and-butter supply chain issues ranging from lock downs in China to global shipping backlogs are also taking a toll. Japan Equity Funds recorded their biggest outflow since early March during the week ending Nov. 17.
Topic Industry News
EPFR - fund flow & allocations data
17 Nov 2021
Anyone who has stuck their hand into a disorganized toolbox knows that the odds of getting a cut, pinched or punctured finger are high. The same is true for financial professionals looking for something to shape the vast pools of more-or-less structured data available to them.
Topic Industry News
Zephyr Portfolio Analytics
By Ryan Nauman 15 Nov 2021
While the week ahead has some headline capturing data releases, I am most interested in the October retail sales number and the November regional manufacturing releases. Higher prices have hit the psyche of consumers recently as corporations have passed higher prices onto the consumer. We will find out what impact, if any, the higher prices have had on consumer’s willingness to spend on goods. Additionally, I will be watching the regional manufacturing surveys, which tend to be a good litmus test for the overall manufacturing sector.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 12 Nov 2021
Four out of five US companies that have reported third quarter earnings exceeded consensus expectations. Meanwhile, three out of five US businesses report they raised prices in the past 90 days as headline inflation climbed to a 31-year high of 6.2% in October. Celebrate the pricing power of US companies? Accept that the Federal Reserve is behind the curve and allocate accordingly? Cling to the official narrative that inflation is transitory and will ebb as supply catches up with demand? Go green? Investors during the first week of November found themselves, as has been true for much of 2021, trying to square off a bewildering range of circles. From a fund flow perspective, the week ending Nov. 10 saw groups and themes that have fared well for most of 2021 continue to attract fresh money. Inflation Protected Bond Funds extended their current inflow streak to 51 weeks and $87 billion, Global Equity Funds extended a run of inflows stretching back to late 1Q20 and US Bond Funds took in fresh money for the 83rd time in the past 84 weeks. Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates pulled in over $5 billion and SRI/ESG Bond Funds posted a new weekly inflow record. Also hitting new highs were exchange traded funds (ETFs). Assets parked in the ETFs tracked by EPFR now exceed $10 trillion. These funds, which passively track an index, commodities or baskets of other assets and can be traded on stock exchanges, came into 2020 having hit the $7 trillion mark in early 4Q20. Since then, the pace of inflows has accelerated dramatically. Equity ETFs now account for a quarter of the assets held by all Equity Funds while 15% of all Bond Fund assets are lodged in ETFs.
Topic Industry News
EPFR - fund flow & allocations data
08 Nov 2021
Hedge fund flows move markets, but data on their activities has up to now been scarce, untimely, hard to verify and too heterogenous to aggregate. EPFR, a leader in fund flow information, can now provide you with insight into this notoriously opaque sector of the global markets.
Topic Industry News
Zephyr Portfolio Analytics
By Ryan Nauman 08 Nov 2021
The upcoming week is light on economic data releases as we take time to honor our Veterans. The release that will capture the most headlines will be the October CPI print. After this week’s FOMC meeting, we now know the Fed believes inflation will start to abate around Q2 – Q3 of 2022. With the timeline now public, investors can now judge if inflation is indeed on the path to start slowing within that timeline.
Topic Industry News
EPFR - fund flow & allocations data
By Cameron Brandt 08 Nov 2021
The twin specters of inflation and the planet running hotter occupied investors going into November as the UN climate summit, COP26, got underway and central bankers in the US and UK met. SFlows to EPFR-tracked funds during the week ending Nov. 3 reflected the general focus on these themes. Ahead of the US Federal Reserve spelling out the tapering of its current asset purchasing program, at the rate of $15 billion a month, and the Bank of England’s Nov. 4 policy meeting, flows continued to rotate from fixed income to Equity Fund groups. During 3Q21, Bond Funds recorded an average weekly inflow of $16 billion versus $14 billion for Equity Funds. So far this quarter, flows into Equity Funds have averaged $20.5 billion versus $5 billion for Bond Funds. Investors looking for protection from inflation, or ways to keep ahead of its effects, also steered over $2 billion into Inflation Protected Bond Funds for the third time in the past four weeks, extended the current inflow streaks of Bank Loan, High Yield and Cryptocurrency Funds and boosted flows into Commodities Sector Funds to a 20-week high. Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates, meanwhile, chalked up their 65th consecutive inflow and largest since the second week of July. Year-to-date they have taken in twice as much money, in dollar terms, compared to their non-SRI/ESG counterparts. In % of AUM terms the gap is even more pronounced.
Topic Industry News
IGM Credit
By Andrew Perrin 04 Nov 2021
IGM Global Credit Snapshot | Thursday, 4th November 2021 - An Oktoberfest it was not, with primary market activity pulling back - Higher yields, inflation and expectations of reduced central bank support all undermine. - European primary market activity pulls back lead by unsecured FIG issuers; exception is high yield. - European corporate issuance falls significantly with NICS creeping up to highest average YTD. - APAC US$ primary market struggled to maintain fluidity, average NICS jump, cover ratios slip. - APAC China high yield supply grinds to a halt for 2nd time this year on property developer woes. - US IG issuance exceeded Street estimates however with record October volumes. - US IG ex SSA deals showing slight signs of investor fatigue, with highest average NIC this year. - For more specific regional highlights see below.
Topic Industry News
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