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Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap 01.10.22

By Ryan Nauman 10 Jan 2022

Ryan Nauman's Weekly Recap 01.10.22

Will be on the CPI print during the week ahead. Will we continue to see inflation accelerate as wage inflation climbs higher or will inflation begin to subside as some signs point to the easing of some supply chain bottlenecks? Additionally, fourth quarter earnings season kicks off this week. It will be important to focus on the commentary and guidance these companies provide with inflation remaining elevated and higher inters rates on the horizon.

Topic Industry News

EPFR - fund flow & allocations data

US groups shine during the first week of 2022

By Cameron Brandt 07 Jan 2022

EPFR

Continuing the pattern that emerged in the final quarter of 2021, flows to EPFR-tracked funds had a star-spangled bias to them early in the New Year. Between them, US Equity, Bond and Money Market Funds – which absorbed nearly $360 billion in 4Q21 -- pulled in over $25 billion during the week ending January 5. Despite the US Federal Reserve’s more hawkish tone and the derailing of the Biden administration’s Build Back Better spending package, investors believe there is more to come from America’s economy and stock market. This stems in part from the cash accumulated by corporations and individuals over the past 19 months which, potentially, is available to boost consumption and investment. Since the start of the pandemic, the assets held by US Money Market Funds have increased by $1.3 trillion and estimates of the ‘excess’ savings accumulated by American consumers range from $2 trillion to $3.5 trillion.

Topic Industry News

EPFR - fund flow & allocations data

Flow records abound as 2021 draws to a close

By Cameron Brandt 31 Dec 2021

EPFR

If 2020 read like a gothic novel, the second year of the Covid-19 pandemic belonged to the suspense genre. At what point would central banks decide inflation is not transitory? Will the new variants of Covid-19 do more or less damage than earlier waves? What consequences will perceptions of US weakness have in Europe and Asia?

Topic Industry News

EPFR - fund flow & allocations data

Risk takes a holiday as pandemic’s latest wave saps festive spirits

By Cameron Brandt 24 Dec 2021

EPFR

With major central banks responding to rising inflation, investor focus shifted during the third week of December to the Covid-19 pandemic’s latest iteration and the measures being taken to contain it. Those measures, self-imposed and mandated, promise to dent consumer and business confidence going into the New Year and weighed on flows to many EPFR-tracked fund groups.

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.20.21

By Ryan Nauman 20 Dec 2021

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.20.21

Despite it being the week of Christmas, there is no shortage of economic data releases. The leading economic indicators index will be worth following to get an indication of economic strength heading into the rate hiking cycle. I will also have a close eye on the consumer confidence index and the University of Michigan consumer sentiment index. However, the headline release will the Federal Reserve’s (Fed) preferred measure of inflation, the personal consumption expenditures index (PCE). The Fed has acknowledged that high inflation will be stickier than originally thought by removing the word “transitory” from their December FOMC meeting announcement and will place a bigger emphasis on taming inflation. Inflation is the primary concern for investors and consumers, so it will be worth watching to see if the Fed can indeed tame it.

Topic Industry News

EPFR - fund flow & allocations data

Inflationary noose tightens and Omicron cuts loose in mid-December

By Cameron Brandt 17 Dec 2021

EPFR

The jury is still out on the impact of rising Covid caseloads triggered by the Omicron variant, but the latest round of inflation numbers delivered a verdict of “not transitory” that major central banks are expected to heed. The Bank of England was the first to respond, raising its key rate, and reinforcing the perception that the US Federal Reserve will accelerate its timetable to wrapping up its current quantitative earing program. Those perceptions hit fixed income fund groups, Emerging Markets Equity Funds – ex-China – and Real Estate Sector Funds during the second week of December. With the European Central Bank (ECB) and Bank of Japan expected to be the last major central banks to tighten policy, Japan Equity and Europe Bond Funds posted solid inflows.

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: 2022 Investment Outlook

By Ryan Nauman 13 Dec 2021

Nauman

As we move into 2022, investment professionals must prepare for new economic and investment regimes. The new regimes will consist of tighter monetary policies and increased investment risk, all while COVID remains an uncertain variable.

Topic Industry News

EPFR - fund flow & allocations data

British pound lost in translation of BOE guidance

By Cameron Brandt 10 Dec 2021

BOE

Central bankers have prided themselves on clear communication with markets in recent years. But the road mapped out by Bank of England (BoE) policymakers isn’t taking UK interest rates where markets expected, leaving currency investors all at sea.

Topic Industry News