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Please find attached our newsletter, The Context, from Financial Intelligence. The Context contains a selection of thought leadership articles from around the globe, spanning a host of asset classes to give you value-added insight into key themes affecting fund flows, macroeconomics, and markets. As always, all feedback is greatly appreciated, so please do get in touch if you have any comments or suggestions. We hope you find it useful!

For the pdf, please click THE CONTEXT

Recommended Articles

  • IGM FX and Rates

    THE US INVESTMENT GRADE NEW ISSUE MARKET

    By Ken Jaques 06 Jul 2020

    As a result of the Covid-19 induced lockdowns, many cash-strapped corporations - those who could - descended on the US public debt market in droves, raising an unprecedented $723bln in Q2 2020. That brought ex-SSA H1 issuance to an unheard of $1,214,331bln, topping all estimates for the year. Fun fact: 2020 high grade issuance is running 101.8% higher than last year at this time. Along the way, many milestones were set including a quarter that produced (1) three of the top six busiest ex-SSA issuance months on record (2) the busiest ex-SSA issuance month on record (April’s $297.775bln) (3) and needless to say, the busiest issuance quarter, and half, of all time ($723.121bln and $1,214,331bln respectively).

    Topics Industry News

  • IGM FX and Rates

    EM Viewpoint: Brazil's deep economic crisis, political & fiscal risks leave us viewing BRL with caution

    30 Jun 2020

    The broad consolidation in USD/EMs of late has led to a discussion of whether the EM FX recovery of the past couple of months has run its course. The Brazilian Real is one EM currency in particular that we retain a cautious outlook over the medium-term, with little scope seen for it to shed its title as the worst performing major currency ytd. This is based on a combination of factors, most notably lingering political risks and a deep economic crisis caused by the coronavirus that should keep fiscal risks elevated in H2; plus the continuation of a rather unattractive carry. For more read our EM Viewpoint Blog >

    Topics Industry News

  • IGM Credit, IGM FX and Rates

    The Context 06.29.20

    29 Jun 2020

    Read more from The Context and subscribe to have it delivered to your inbox each week!

    Topics Industry News

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