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45 product(s) and free and sample content

From: PSN Separately Managed Accounts (SMA) Data

PSN Separately Managed Accounts (SMA) Data

Access key money manager returns data across multiple metrics.

Zephyr Portfolio Analytics, PSN Separately Ma...

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.23.20

By Ryan Nauman 23 Nov 2020

Ryan's Weekly Recap

Despite being shortened due to Thanksgiving, the trading week is not light on economic data releases. A couple that I will be watching closely will be durable goods orders and consumer spending. Businesses and individuals have displayed optimism by increasing their purchases of big-ticket items since the peak of the pandemic in March. We find out if this spending continued in October, despite a surge in coronavirus cases. Finally, we will get additional data on the red-hot housing market which seems likely to continue its strength due to historically low mortgage rates...

Topic Industry News

Zephyr Portfolio Analytics, PSN Separately Ma...

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.16.20

By Ryan Nauman 16 Nov 2020

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

The week ahead will be highlighted by the release of October retail sales numbers as we head into the ever important holiday shopping season for retailers. With coronavirus cases picking up in October, the level of retail sales will be an interesting watch. Speaking of retailers, the week ahead is full of earnings releases from the biggest names in retail such as Walmart, Home Depot, Target, and Lowes. Headwinds persist for retailers, however, companies with a solid ecommerce presence should be able to weather the storm...

Topic Industry News

From: EPFR - fund flow & allocations data

EPFR - fund flow & allocations data

Flow and Allocation data provides a unique view on investor and fund manager sentiment through its mutual fund and ETF flows and positioning data across global markets, helping buy and sell-side institutions make informed decisions. “For portfolio investors, [portfolio flows] data from… EPFR… have a powerful appeal. According to one strategist, 'it is almost a crutch – they want to know the data, just because this is their business.'” –Source: Flows have powerful appeal, even as picture of the past, Financial Times

EPFR - fund flow & allocations data, IGM FX a...

A twist on foreign flows

By David Ader 10 Feb 2017

A twist on foreign flows

In the spirit of concerns over foreign flows I’m looking at some perhaps arcane aspects to such activity that both confirm what the market has already talked about and perhaps adds somewhat counter-trend perspectives to foreign flows using Informa’s EPFR data.

Topic Global Investment Flows

EPFR - fund flow & allocations data, Zephyr P...

Bond guy looks at stocks

By David Ader 03 Feb 2017

Bond guy looks at stocks

I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

From: Factsheet production

Factsheet production