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Digital Banking Research
By Rory Pennington 27 Apr 2021
How digital-first investment challengers are winning digital-first investors A view into what makes the digital challengers so appealing for the next generation of investors This blog covers the drivers of investment participation, the account opening processes of challenger providers, and the journeys that better welcome younger investors.
EPFR - fund flow & allocations data
By Cameron Brandt 30 Apr 2021
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
Digital Banking Hub
By Rory Pennington 29 Jul 2021
Integrated data: Digital investment challengers advance financial planning services US-based digital investment challengers are unlocking the vast potential of customer data through the integration of banking and investment solutions
Digital Banking Hub
By Michael McCaw 27 Jul 2021
US moves on banking data rules, but portability could take years to facilitate Rules around portable account history could be years in the making The US Presidential Executive Order encouraging the Consumer Financial Protection Bureau (CFPB) to “issue rules allowing customers to download their banking data and take it with them” from bank to bank, could take a number of years to enable. “Allowing customers to download their data was not mandated in Dodd Frank… it could take several years to facilitate,” says David Schroeder, senior vice president, federal governmental relations, at the Community Bankers Association of Illinois (CBAI). The CFPB is currently reviewing comments received in response to an advanced notice of proposed rulemaking (ANPRM) regarding the issue of data access by users and aggregators, for use in assisting consumers in a variety of different computer applications.
Digital Banking Hub
By Michael McCaw 26 Jul 2021
Squeeze on neobanks as expectations rise As market forces churn, neobanks find themselves faced with old rivalries and new “Because Starling works in an agile manner,” says a representative at the bank, “with collaboration in multidisciplinary teams and a flat organisational structure to make decision-making faster, we are able to be responsive and to adapt quickly to change.” As traditional foes pivot and new competition rushes to capitalise on changing consumer spending and saving patterns, neobanks must be on the front foot...
21 May 2021
As vaccination numbers around the world creep up, US consumers find themselves awash in cheap credit – and, in some cases, ‘helicopter money’ – and growth forecasts for some emerging markets are still in the 8-12% range, the case for cyclical stocks and sectors grows more compelling by the day. On the other hand, the case for staying on the defensive can still be made. The spread of new COVID-19 variants has cast a shadow over the expected pace of the world’s recovery. Moreover, despite the closures in retail, services, and travel, and move to remote working over a year ago, the anticipated outperformance by defensive sectors such as Health Care and Consumer Staples never materialized. Cyclicals pushed above and beyond from mid-May 2020 onwards. Read more...
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