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Digital Banking Hub, Digital Banking Research
By Chad Watkins 04 Dec 2020
For decades consumers have been conditioned to believe that checking services should be free. In this blog we look at an inventive way to monetize checking services using a charitable, optional fee concept, coined by online fintech, Aspiration. Blog: 3min read
Topics Digital Banking
EPFR - fund flow & allocations data
By Sayad Baronyan 01 Dec 2020
Despite the strong rebound seen during November, this year has been a tough year – in flow terms – for both Emerging and Developed Markets Equity Funds. With one month of 2020 to go, net redemptions from all EM Equity Funds totalled $32 billion, while DM Equity Funds have seen $171 billion flow out. The net figure for DM Equity Funds would now be positive if a net $223 billion had not been pulled out of US Equity Funds. Although this group has been experiencing structural outflows for some time as retiring Baby Boomers rotate to less volatile asset classes, the sheer volume of the outflows is surprising given the performance of US equity markets...
Topics Industry News
IGM FX and Rates
By Tony Nyman 01 Dec 2020
In our Q4 version of Oct 5, we concluded that 15-20 years ago, it was a good bet to short the DOLLAR. More recently, we have seen strength. We continued Q4 seasonality this year could come second to the potentially big drivers of COVID vaccine hopes, a resilient global economy, the Biden lead and Brexit, but BEARS might want to look at a LONG AUD/USD (but of course the RBA could well cut rates before the year is out). The last 20 years has seen an ave of +0.9% during Q4 and current standing is +2.5%. We added USD BULLS might consider a LONG USD/NOK. An ave win of +1.4% since 2000. A very short NOK market though has rocketed in this risk-on environment and the less said about the -5.0% USD/NOK losses the better! So far in the month's early exchanges, the USD is mostly slightly lower, from -0.03% AUD through to -0.3% CHF and EUR and -0.4% SEK. Only USD win so far is the tiny +0.1% YEN. How does the big DOLLAR tend to fare generally in the run-up to year-end? Further, are there any G10s that seem to perform particularly well/badly through Dec? For more read our FX Viewpoint Blog >
Topics Industry News
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
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