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IGM FX and Rates
IGM Insights | Wednesday, 12th May 2021 - Viewpoint: Some Inflation thoughts - Emerging Asia – Central banks likely to push back against tightening pressures - CEEMEA/LATAM FX - Base metals and central banks supportive - China – CGBs may benefit from equity-bond performance trade off in May - Long term FX Majors & Rates forecasts
Topic Industry News
Zephyr Portfolio Analytics
The headline release during the week ahead will be April’s consumer price index. Inflation is a hot topic on Wall Street and rightfully so. Inflation jumped to 2.6% in March and expectations are for inflation to remain elevated in the near term. The question remains, will higher inflation force the hand of the Federal Reserve to tighten their policies despite recent softness in the labor market? As for earnings, I will be interested to hear how car manufactures, Honda and Toyota have handled the shortage of semiconductors while the market for cars remains strong. Finally, Disney will be a widely watched as their theme parks reopen and streaming services remain popular.
Topic Industry News
Financial Institution Pricing Data
Over the last couple of years, we have observed a growing number of new fintech’s entering the market, many of which we presented in various issues of the Monthly New Product Bulletin. Considering that the fintech market has become increasingly crowded, we recently have put our focus on the distinguishing factors that the new challenger banks have to offer...
Topic Industry News
EPFR - fund flow & allocations data
Coming into 2021 investors were looking to Asia to lead the global rebound. Between December 2020 and the end of January 2021, investors pulled $55 billion from EPFR-tracked European and North American Equity Fund groups while steering over $18 billion into Asia Pacific and Asia ex-Japan Equity Funds. Since the beginning of the second quarter, however, over $36 billion has flowed into North American and Europe Equity Funds compared to just $2 billion for all Asian groups. A key driver of this shift is the American consumer. With an improving employment picture garnished by a series of federal stimulus checks, retail sales in the US during April were up over 20% year-on-year. Investor cash is following the trend. US Equity Funds posted their 12th inflow in the past 13 weeks and flows into Consumer Goods Sector Funds hit a seven week high as that group extended its longest inflow streak since EPFR started tracking them in 4Q00. Furthermore, retail redemptions from US Money Market Funds are gathering momentum, suggesting more fuel on the consumption fires as summer approaches.
Topic Industry News
IGM Credit
IGM Global Credit Snapshot | Thursday, 6th May 2021 - Global issuance volumes broadly pulled back in April after a robust March and Q1. - APAC US$ IG and US HY issuance however posted busiest Aprils on record. - European HY space also saw its highest volume month since October 2017. - US IG ex SSA issuance was led by five of the six big banks, while corporates underwhelmed. - European IG corporates attracted falling NICS on strong demand and reduced supply. - APAC HY issuance slumped with issuers forced to pay up on negative China impulses.
Topic Industry News
Digital Banking Hub, Digital Banking Research
This blog covers the different types of chatbots and live chat solutions that will continue to play a vital part in future digital banking journeys.
Topic Digital Banking
EPFR - fund flow & allocations data
With the success of some vaccine rollouts, the worst of the COVID-19 pandemic appears to be over, at least in the developed world. But, behind the triumphant headlines, the world is still faced with a lot of economic ground to make up. There is much to try and make whole. But young people will suffer some of the worst consequences if the policies aimed at healing the scars of the recent recessions do not tackle the educational costs they have been saddled with over the past 14 months...
Topic Industry News
EPFR - fund flow & allocations data, Zephyr Portfolio Analyt...
Our Financial Intelligence leaders discuss ‘Sectors to watch, and investing opportunities’ Our team discuss whether we are looking at a rebound or recovery scenario as we move through 2021, what to watch out for in China, the record spending proposed by Biden and the potential impact of what this spend ends up buying, their thoughts on inflation, and more…
Topic Industry News
Zephyr Portfolio Analytics
What the week ahead lacks in big-name earnings releases, it makes up for it in quantity, as it’s one of the busiest weeks for earnings releases this cycle. As for economic data, all eyes will be in the April jobs report. The pace of the economic recovery has been strong, and the labor market has gained momentum recently as vaccinations increase and businesses get back to “normal”. However, juiced up unemployment benefits have kept jobseekers on the sidelines rather than looking for lower paying jobs which will keep unemployment numbers artificially high...
Topic Industry News
EPFR - fund flow & allocations data
Looking beyond reflation… Coming into 2021 investors were seeking exposure to the green-tinged global reflation story they expect in the second half of this year and hedging against the inflation they fear will accompany renewed growth. This tension between reflationary and inflationary expectations also kept volatility in the spotlight. These themes have persisted during the first quarter. Equity funds with global mandates have posted inflows every week year-to-date, as have equity and bond funds with funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates. At the same time Inflation Protected Bond Funds have absorbed fresh money for 20 straight weeks and Bank Loan Funds, traditionally used to play rising short-term interest rates, for 14 consecutive weeks...
Topic Global Investment Flows
EPFR - fund flow & allocations data
Markets moved sideways – albeit at elevated levels -- and money piled up in US liquidity funds for much of the week ending April 28 as investors waited on a slew of key earnings reports, the conclusion of the US Federal Reserve’s latest policy meeting and US President Joe Biden’s address to both Houses of Congress. Some compelling earnings reports from technology bellwethers drove US indexes to new record highs as the latest reporting period wound down. While largely marking time, investors did stick to their recent game plan of buying exposure to global and US growth, taking out insurance against higher inflation, greening their portfolios and keeping cash on hand. US Equity Funds posted their 11th inflow in the past 12 weeks, Global Equity Funds extended their longest inflow streak since 2017, combined year-to-date flows into Equity and Bond Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates moved north of the $150 billion mark and Inflation Protected Bond Funds chalked up their 23rd consecutive inflow. Overall, EPFR-tracked Equity Funds absorbed a net $10.5 billion during the fourth week of April – with Dividend Equity Funds extending their longest run of inflows since 4Q19 -- while Balanced Funds took in $685 million, Alternative Funds $1.3 billion and Bond Funds $13.7 billion. Money Market Funds, despite the biggest weekly outflow from Japan Money Market Funds since late 4Q18, pulled in $57.3 billion as they chalked up their eighth collective inflow in the last 10 weeks
Topic Industry News
EPFR - fund flow & allocations data
ESG funds soaked up inflows again in March, and the Swiss bond market was the biggest sponge. Swiss environmental, social and governance (ESG) bond funds attracted a whopping $1.3 billion new investments, 9.1% of its total assets under management. This took total Swiss-based ESG bond assets to over $15 billion, according to fund flow data from EPFR. Swiss ESG bonds have received positive inflows in each of the last 12 months except one. But this momentum accelerated in February, when the Swiss stock exchange (SIX) launched 20 new ESG bond indices, all based on the Swiss Bond Index. SIX also introduced a filter system allowing investors to search for green, sustainability or sustainability-linked bonds...
Topic Industry News
BankTrends - Banking Analytics
Coming off the height of the Paycheck Protection Program (PPP), banks and credit unions are optimistic heading into the second quarter of 2021. 2020 brought lower year-over-year loan growth for many banks, but with COVID-19 vaccines becoming increasingly available nationwide, the potential for reopening the economy finally seems within reach. The first half of 2020 saw many banks increasing their provisions and preparing for loan losses related to economic lockdowns. Surprisingly, however, asset quality has remained steady throughout the pandemic and while there are still COVID-related weaknesses to overcome, that certainly is promising for the year to come...
Topic Industry News
EPFR - fund flow & allocations data
The US Federal Reserve believes the recent gains made by inflation will be temporary, and that the headline rate will be at or around its 2% level going into 2022. Investors are not so sure. Since the beginning of 3Q20, EPFR-tracked Inflation Protected Bond Funds have recorded inflows 40 of the 43 weeks through mid-April of this year. US Bank Loan Funds, meanwhile, have taken in fresh money all but one week year-to-date. During 2020 this fund group, traditionally viewed as a way to play rising short-term interest rates, posted outflows 41 of the year’s 52 weeks. Since inflation has – at least officially – been largely absent for over a decade, many of the investment strategies for dealing with it, such as focusing on precious metals, real estate, or other tangible assets, have a fair amount of dust on them. In this blog, we will look at this issue from the industry level, aiming to identify those that will fare best of the inflation’s recent gains prove not to be transitory. Read more...
Topic Industry News
IGM FX and Rates
IGM Insights | Wednesday, 28th April 2021 - G10 – Commodity bloc still likely to be favored over low yielders - Emerging – Mexican Peso set to reap rewards of US recovery - China – PBOC may turn proactive to inject liquidity in May - Technical Analysis – Copper/Gold ratio at three-year lows
Topic Industry News
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