IGM FX and Rates

Viewpoint: SA budget may have done enough to stave off a Moody's downgrade

By Natalie Rivett 21 Feb 2019

The budget has not changed our view for Moody's to maintain SA's IG grade credit rating, though the Mar 29 decision is still a close call.

EPFR Fund Flows

Quants Corner

21 Feb 2019

Financial Institution Digital & Traditional Delivery Channel...

Transactions, but not as you know them... How Meniga is making transactions work for customers

20 Feb 2019

A spotlight with Finnur Magnusson, Meniga’s VP of Product For those who haven’t heard of Meniga, they’re a PFM leader in the Nordic region, serving over 65 million customers, that’s delivering on their plans to build a digital platform to rival the likes of Google. Informa Financial Intelligence sat with Finnur Magnusson, Meniga’s VP of Product, to dig into their award winning product that they call, “Richest Transactions”.

PSN Enterprise - Separate Account Analytics Software, Zephyr...

Ryan Nauman's Weekly Recap 02.19.19

By Ryan Nauman 19 Feb 2019

I have mentioned before that the U.S. consumer will play a very important role in order for the current U.S. expansion to continue. This expansion has been aided over the years with accommodative monetary and pro-growth fiscal policies. Now that interest rates are higher and pro-growth initiatives, like tax cuts, may be harder to pass due to a split congress, more pressure will be placed on consumers to keep the party going. However, this week’s soft retail sales report brings into question whether the consumer is in a position or willing to spend enough to keep the expansion going. I do believe the soft retail sales report is an outlier, as consumers had to contend with a myriad of bad news during the end of 2018. Even if it is an outlier, the U.S. will need some help from the world’s largest economies to keep the expansion going, however, I think the help may be hard to find. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

IGM FX and Rates

The Context

By Andy Hicks 18 Feb 2019

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

EPFR Fund Flows

Quants Corner

14 Feb 2019

IGM FX and Rates

The Context

By Andy Hicks 11 Feb 2019

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

PSN Enterprise - Separate Account Analytics Software, Zephyr...

Ryan Nauman's Weekly Recap 02.11.19

By Ryan Nauman 11 Feb 2019

Momentum was building on hopes progress was being made on the trade front between the U.S. and China. However, the optimism was subdued after President Trump’s national economic council director Larry Kudlow said a “sizable distance” still exists between the U.S. and China on trade negotiations. Technological and structural issues remain the big hurdles. Additionally, CNBC reported that a meeting between President Trump and Chinese President Xi Jinping is unlikely to take place prior to the March deadline. If no deal is struck by the fast approaching March 1st deadline, the tariffs on Chinese goods may jump to 25%. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

EPFR Fund Flows

Riskier fixed income groups fare well in early February

By Cameron Brandt 08 Feb 2019

EPFR Fund Flows

With all eyes on Brexit, is the world neglecting a potentially more concerning story from the PIIGS economies?

08 Feb 2019

IGM FX and Rates

L/T FX Forecasts: Winners

By Tony Nyman 06 Feb 2019

A decent start to the year as IGM win latest one and three-month G10 currency forecast tables this week in FX Week's FX polls of 30-plus leading firms.

IGM FX and Rates

Viewpoint: All eyes on the South African budget amid lingering downgrade risk

By Natalie Rivett 06 Feb 2019

The S.African budget unlikely to be trigger for Moody's credit rating downgrade, but will be factor after the May election

IGM FX and Rates

The Context

By Andy Hicks 04 Feb 2019

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

EPFR Fund Flows

Quants Corner

By Sayad Baronyan 04 Feb 2019

PSN Enterprise - Separate Account Analytics Software, Zephyr...

Ryan Nauman's Weekly Recap 02.04.19

By Ryan Nauman 04 Feb 2019

The Federal Reserve unanimously left key policy rates unchanged and continued to stress its “patient” and “data driven” stance. The Fed statement removed "further gradual increases”, signaling a pause in rate hikes, and “autopilot” when referring to their balance sheet runoff. The change in the statement is in partly due to "muted inflation" and recent "global economic and financial developments." The Fed also changed their tone on the pace of U.S. economic growth from “strong” in December to a “solid” pace in early 2019. Here is a noteworthy statement from the Fed officials. “In light of global economic and financial developments and muted inflation pressures, the Committee will be patient as it determines what future adjustments to the target range for the federal funds rate may be appropriate to support these outcomes.” Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!