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財務インテリジェンスの利点へようこそ

Financial Intelligence: 最新

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  • EPFR

    Quants Corner - Trick? Treat? Or contrarian FX signal?

    By vikram-srimurthy 20 Oct 2021

    In late October the mind – at least in the US – turns to brews, potions and mixtures as Halloween looms and faux witches cauldrons dot suburban lawns. Read more...

    Topic industry-news

  • IGM Credit

    Global ESG Issuance Trends Q3 2021 Edition

    By Gavin Kendrick 15 Oct 2021

    Global issuance of green, social and sustainability bonds tracked by IGM remained robust, totalling USD 192bn on 270 tranches in Q3. Q3's ESG supply represented the 3rd highest quarter of issuance on record and the highest issuance for Q3 despite volumes stepping back from the record issuance seen in Q1 and Q2. In relative terms, the ESG issuance boom has in fact ensued and represented a record 18% share of total global issuance in Q3 versus 17% in Q2 and 16% in Q1. Green bonds dominated the scene in Q3 and represented an even larger 50% share of total ESG issuance at USD 97.11bn versus 43% or USD97.99bn in Q2. All major ESG types are on track for record issuance this year and have already surpassed all of 2020's supply. In terms of growth momentum, the clear stand-out is sustainability linked bonds where supply is now 10 times that of 2020. The 10 largest tranches in Q3 were predominantly from Europe or cross border* issuers of which all were SSAs. The largest ESG deal was however not in Euros but via the GBP 10bn raised from the UK's debut green gilt, which drew record demand of GBP100bn+ (including JLM interest of 10bn). Peak book GBP 100bn+. Regionally, ESG issuance now represents 26% of total European ESG issuance, 16% of APAC issuance and a near 10% of US issuance, with an increasing volume of corporates noted to be tapping the US ESG market.

    Topic industry-news ESG

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 10.12.21

    By ryan-nauman 11 Oct 2021

     Ryan Nauman's Weekly Recap: COVID-19 Market Edition 10.12.21

    Following the second straight poor jobs report, the Federal Reserve is in a tough spot – does it move forward with tightening policies to slow inflation at the expense of the labor market? Well, this week the other shoe drops when the September consumer price index is released. A strong inflation print will put the Fed in a difficult position during their November meeting. In addition to a busy week for economic data releases, the third quarter earnings season picks up steam next week highlighted by big banks announcing their earnings. I will be paying close attention to what the banks have to say not only about the health of their businesses but the health of the overall economy.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 09.20.21

    By ryan-nauman 20 Sep 2021

    The week ahead is heavy on housing data, which has been red hot due to low inventory, rising input costs, and high demand. Additionally, we will get the flash PMI readings for the manufacturing and services industries. The most widely watched release will be the release of the FOMC’s September meeting announcement and Federal Reserve Chairman Jerome Powell’s follow up press conference. Inflation (CPI) has slowed in recent months which follow’s the Federal Reserve’s (Fed) stance that high inflation is temporary. Will the recent cooling of prices take pressure off the Fed to start tapering asset purchases later this year? The tapering question, along with any new signals regarding interest rate hikes and economic projections will be the highlights of the announcement.

    Topic industry-news

  • EPFR

    Quants Corner - The utility of water has never been clearer

    By vikram-srimurthy 17 Sep 2021

    EPFR’s data can be filtered in dozens of ways, including sifting through lists of individual funds to create bespoke groups. A recent example is the selection of utility sector funds with water mandates into a custom group. As it happens, these funds are in focus and in demand. With water getting scarcer in many parts of the world, governments boosting budgets for “green” infrastructure and water’s key role in next generation industries – by some estimates the average semiconductor plant requires over 3 million gallons of clean water a day – investors see both need and opportunity. Read more...

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 09.13.21

    By ryan-nauman 13 Sep 2021

    The week ahead is full of important economic data releases. The week includes soft data releases in the form of sentiment surveys as well as hard data releases like the consumer price index (CPI) and retail sales. Most will be watching the CPI release as inflation has been a primary concern for investors and businesses while the Federal Reserve walks a tight rope in trying to keep inflation from running too hot while not hindering the economic recovery, particularly the labor market. I will also pay close attention to the small business and consumer sentiment indexes to get a better idea of how they feel about the economy which can provide information about how they will spend in the near term..

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.30.21

    By ryan-nauman 30 Aug 2021

    There are a lot of headline capturing economic data releases during the week ahead, but the releases that will capture most of the headlines happen on Friday. Now that the Jackson Hole Symposium is behind us, we can turn our attention back to economic data. Fed Chairman Jerome Powell stated the economy has achieved the FOMC’s goal of “substantial further progress” towards its inflation objective and the labor market has made “clear progress” during his Jackson Hole speech. We will gather more information during the week ahead regarding how much progress the labor market made in August when the jobs report is released on Friday. Additionally, the health of the manufacturing and services sectors will be on display as the August PMIs are released.

    Topic industry-news

  • EPFR

    Quants Corner - When Beijing squeezes, where does the money go?

    24 Aug 2021

    The cancellation of Ant Financials’ scheduled IPO last November signaled the start of a sustained push by Chinese regulators to clip the wings of major technology plays. That push expanded to other businesses seen as out of line with official goals and policies. In their latest move, those regulators are proposing new rules requiring any Chinese company seeking to list on a foreign stock exchanges to carry out a cybersecurity review, Not surprisingly, given these official actions, foreign investors are running shy of Chinese equity. Flows for China Equity Funds were negative eight of the past 11 weeks going into mid-August and fund allocations to foreign listed China share classes – ADR, N Share and S chip – continues to fall. Read more...

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.23.21

    By ryan-nauman 23 Aug 2021

    There are a lot of headline capturing economic data releases during the week ahead, but the releases that will capture most of the headlines happen on Friday. July retail sales missed expectations while consumer confidence has waned recently which has concerned investors that consumer spending may soften. With the current economy dependent on the spending power of the consumer, the July consumer spending release will be widely followed and has the potential to move markets. Additionally, the Federal Reserve’s (Fed) preferred measure of inflation, the Personal Consumption Expenditure price index (PCE), will be updated on Friday. Inflation has been a key driver of market movements recently and the topic of many water cooler discussions, so it will be widely watched as it is a primary data point in the Fed’s decision-making process regarding its tapering of asset purchases. Speaking of the Fed, the long-anticipated Jackson Hole symposium takes place during the end of the week. Traders will be tuned in to see if the Fed announces its plan to start tapering purchases and any signals regarding its accommodative monetary policies.

    Topic Industry News

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.16.21

    By ryan-nauman 16 Aug 2021

    It’s a busy week ahead for economic data. The release of the July retail sales number will be high on my list of items to watch as consumer spending will continue to be a very important driver of the economic expansion moving forward. Furthermore, the consumer balance sheet remains strong as the job market is gaining momentum which should provide the consumer with more confidence to spend, however, the surging Delta variant may hinder some spending moving forward. Finally, the housing market will be back in focus during the upcoming week. Lumber prices have fallen, which should be music to the ears of builder’s and help increase new home inventory. However, mortgage rates are expected to rise, which will pressure home affordability.

    Topic industry-news

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.09.21

    By ryan-nauman 09 Aug 2021

    With the labor market making progress towards the Fed’s goal of “substantial” further progress, all eyes will turn back to inflation during the week ahead. Expectations are for inflation to remain elevated during the months to come, but the question remains - will the higher inflation force the hand of the Fed considering the recent string of strong jobs reports?

    Topic industry-news

  • EPFR

    Quants Corner - Cruising to Alpha

    By vikram-srimurthy 04 Aug 2021

    In early June hundreds of Venetians gathered to protest the return of giant cruise ships to their famous city on Italy’s Adriatic coast. Waving flags and signs bearing the words “No Big Ships,” they reiterated their opposition to the passage of vessels often weighing over 100,000 tons through canals originally engineered for sailing ships and galleys. Read more...

    Topic industry-news

  • banktrends

    SCALE vs. WARM

    By Michael Stinson 22 Jul 2021

    SCALE vs. WARM

    Which methodology is right for your community bank or credit union? Choosing a CECL method that is right for your bank or credit union depends on many factors. Between the historical data available, management objectives, and associated operational costs, it can get complicated learning about all the different options available. While different methodologies can be used for various portfolios, some methods stand out as being the simplest for community banks or credit unions like yours. For smaller institutions, the most straightforward solutions are the Weighted Average Remaining Maturity (WARM) method or the newly released SCALE model. Let us start by telling you a little more about these methodologies at their core.

    Topic industry-news

  • IGM Credit

    Global ESG Issuance Trends 1H 2021 Edition

    19 Jul 2021

    • Global issuance of ESG bonds tracked by IGM in the first half of 2021 surpassed all of 2020's issuance to total USD 474.79bn on 595 tranches. This compared to last year's ESG issuance of USD 468bn on 530 tranches. • Q2 ESG issuance came in a touch lower than Q1's record quarter issuance of USD 251.67bn at USD 223.11bn but still represented the 2nd largest quarter of ESG issuance per IGM's records and 97% higher than Q2 2020. • Green bonds remain the favored theme and comprised 44% of total ESG issuance over Q2 at USD 98bn versus 40% in Q2. • Sustainability-Linked bond issuance stood out in Q2 however with issuance surging to a record USD 26.28bn, more than the accumulated volume from when the 1st SLB was issued in Sep 2019 to end Q1 2021, of USD 15.789bn. • The 10 largest tranches in Q2 (and H1) once again came from Europe or cross border* issuers, of which the largest ESG issuer continues to be the EU via its SURE Social Bond framework. Consequently Euros, SSAs and Investment Grade proved once again to be the predominant currency, sector and rating categories of ESG issuances. • ESG now comprises around a quarter of all European issuance, led by green & social bonds. • Q2 ESG issuance by US issuers was the 2nd largest on record after Q1's record volume of USD57.74bn at USD 51.55bn and represents a 34% rise vs Q2 2020. Issuance in the US has gained four fold from Q2 2020 but still represents a mere 8% of US issuance volumes, signalling room for expansion. • China has leapt onto the ESG bandwagon and now represents the 4th largest global issuer ex supras after France, Germany and the US, with issuance from Chinese issuers surging 91% in Q2 vs. Q1 to USD 7.97bn and USD 11.47bn for 1H. From 2% this time last year, APAC US$ ESG issuance now comprises over 16% of all APAC US$ issuance.

    Topic industry-news ESG

  • zephyr

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 07.12.21

    By ryan-nauman 12 Jul 2021

    All eyes will be on the release of the June Consumer Price index during the week ahead. The Federal Reserve and inflation have been and will continue to be the drivers of market behavior, so it is not surprising most will be watching the inflation reading. The Fed’s tone recently turned hawkish in part due to the pace of rising inflation. If inflation continues to rise higher with no signs of slowing in the near term, the Fed’s tone might become more hawkish.

    Topic Industry News

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