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You can be sure that you’re getting an unbiased take on what’s going on. Our coverage isn’t restricted to any in-house opinion or outlook. So you can stay fully informed and armed with intelligence on everything from key market moving impulses and topical issues, to rumors and exclusives.

IGM FX and Rates

The Context - newsletter from IFI Research

By Marcus Dewsnap 14 May 2018

Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

IGM FX and Rates

The Context - newsletter from IFI Research

By Marcus Dewsnap 07 May 2018

Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

Be Patient With Bullish Seasonals

By David Ader 04 May 2018

I get that despite all the data ahead of NFP, it was inevitable that a nuanced shift in the FOMC statement would garner more attention than was warranted. I refer to the notion that “Inflation on a 12-month basis is expected to run near the Committee’s symmetric 2 percent objective over the near term.” The takeaway seems to be that if inflation ran a bit over that, or under for that matter, it wouldn’t compel the Fed to respond with more or less of the projected trajectory of hikes. In other words, the market’s pricing is about right in the Fed’s view, though if it were to err I continue to think it should be to a third hike in December. Perhaps Fed rhetoric is keeping some powder dry in light of heightened volatility and eccentricity -- I refer to the markets as much as politics. Read more David Ader's latest musings...

IGM Credit, IGM FX and Rates, WealthManagement.com

China Insight - Finalised New WMP rules more relaxed than expected

By Tim Cheung and Riki Zhang 02 May 2018

China Insight: After a multi-month consultation that started in Nov 2017, the Chinese financial regulators on 27 April announced their new rules on the CNY100tn wealth management products (WMPs) industry (see chart 1 and chart 2), effective immediately. The new rules cover most WMPs offered by most financial institutions (FIs), including banks, trusts, brokers and asset managers. Different from the past in which different sectors were regulated by different authorities, the whole industry now is put under the PBOC's supervision. Meanwhile, regulations are structured along the product types, rather than by sectors, with unified standards for each product to reduce regulatory arbitrage. Read more...

IGM FX and Rates

The Context - newsletter from IFI Research

By Marcus Dewsnap 30 Apr 2018

Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

IGM FX and Rates

Please find attached the IGM May 2018 Monthly Interest Rate Outlook

By Marcus Dewsnap 27 Apr 2018

May Edition of the IFI Monthly Interest Rate Outlook

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

The 3% Solution?

By David Ader 27 Apr 2018

Less than two years ago, July 2016 to be precise, 10-yr Treasuries provided a parsimonious yield of 1.37%. At the same time, 2s enticed with 58 bp which at the very least was more attractive than the 14 bp you could have gotten in 2011. I put this out there for context against the brouhaha over 10s hitting 3% -- the first time they done that in over four years, as has been spotlighted by just about every reporter and related headline I’ve seen over the last several days. Is 3% more important than any other level or the 18-fold rise in 2s? Read more from David Ader's latest musings.

IGM Credit, IGM FX and Rates

LEVERAGE LOANS FEATURE: Q2 Starts with Balancing act

By Giles Hamblett 26 Apr 2018

As the pipeline of jumbo buyout deals continue to grow, the first post-Easter will give a decent indication of what kind of a market those deals will be facing. The Easter break came as a welcome respite after a busy Q1 which ended with a number of deals faced increasing headwinds. One source candidly admitted that several pre-Easter deals had been difficult to get away, though that being more a factor of tight pricing as much as anything else. 'Some of the deals were tough to get covered at the pricing on offer, however if they had launched 25bp wider they would have been easy,' he said. Read More...

IGM FX and Rates

The Context - newsletter from IFI Research

By Marcus Dewsnap 23 Apr 2018

Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

Fed Speaks, Curve Flattens… not that Complicated

By David Ader 20 Apr 2018

I am not sure how complicated analysis over the bond market’s price action in the last couple of weeks needs to be; less, in this case, is more. The main theme surely is the flattening curve and all that implies. Behind that has to be ongoing Fedspeak that has only enhanced prospects of three more hikes this year. Odds for a rate higher than 2.25%, implying three hikes, are still under 50% but have risen from 32%-ish on April 10 to near 44% now. Read more from David Ader's latest musings.

IGM FX and Rates

The Context - newsletter from IFI Research

By Marcus Dewsnap 16 Apr 2018

Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

Trading Headlines, Adult Swim Versus Kiddie Pool

By David Ader 13 Apr 2018

THIS TIME IT REALLY IS DIFFERENT When I started out as a strategist more than 30 years ago, I had the arrogance of youth, a long-term investing horizon and less wealth to worry about. Those three elements worked well back then, but not so much now. Read more from David Ader's latest musings.

IGM FX and Rates

The Context - newsletter from IFI Research

By Marcus Dewsnap 09 Apr 2018

Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

In the Words of the Great one, “I’ve got a big Mouth”

By David Ader 06 Apr 2018

Fans of “The Honeymooners” will fondly recall one of the iconic lines that Ralph Kramden would shout out when he recognized the error of his ways; “I’ve got a BIG mouth.” Would that we all could own up to such proclivities, which brings to mind the state of the markets and what’s behind it. There are, of course, many things and it would be unfair to cite a singular source. Still, in the current environment I think it’s fair to put the mike in front of Donald Trump (or take one away) who just in November said, “The reason our stock market is so successful is because of me. I’ve always been great with money, I’ve always been great with jobs, that’s what I do. And I’ve done it well, I’ve done it really well, much better than people understand and they understand I’ve done well.” Read more from David Ader's latest musings.