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Financial Institution Pricing Data
New York, NY – (September 29, 2020) – Informa Financial Intelligence, a leading provider of solutions for financial services professionals, today announced its banking division branded as Financial Benchmarking & Omnichannel Experience (FBX). FBX unifies Informa Financial Intelligence’s delivery of competitive performance data and customer journey research, providing financial institutions a comprehensive assessment of their competitive position and market opportunities.
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IGM Credit, IGM FX and Rates
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Zephyr Portfolio Analytics
We are going to find out a lot about the health of the consumer during the upcoming week as we get personal income and consumer spending reports for the month of August. It is important to note that these readings will be the first readings that do not include the juiced-up unemployment benefits that were part of the CAREs Act which ended in July. Personal income will likely fall due to the removal of the additional $600 per week of unemployment insurance benefits. However, businesses have reopened which may offset the removal of the benefits. Additionally, we will get the September jobs report which I will be watching closely, particularly the number of permanent job losses. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
IGM Credit, IGM FX and Rates
As widely expected, FTSE Russell on 24 Sep in the New York afternoon announced that China Government Bonds (CGBs) will be included into the World Government Bond Index (WGBI), effective Oct 2021. Major investment banks estimate that CGBs would receive a weighting of around 5.7% in the WGBI. Assuming AUMs benchmarked to WGBI index is around USD2.5tn, the inclusion would result in USD142bn inflows to the CGB market. Assuming the phasing-in will last for 20 months, same as the time frame set for Bloomberg Barclay's Global Aggregate Index inclusion, CGBs will receive USD7bn inflows per month as a result of WGBIs month-end rebalancing. Once included, China will become the second highest-yielding country in the WGBI (chart 1), which should be very appealing to yield-seekers.
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EPFR - fund flow & allocations data
A run of inflows that started in late March came to an end for EPFR-tracked US Bond Funds going into the final week of September as investors digested the US Federal Reserve’s tepid outlook for the American economy and took a harder look at the swelling pile of corporate debt. High Yield Bond Funds, which invest sub-investment grade corporate bonds, saw over $5 billion redeemed. Elsewhere during the week ending September 23, China’s footprint in the emerging market universe continued its rapid expansion with China Bond Funds posting their third weekly inflow record since mid-August and China Equity Funds recording the biggest inflows among EM Country and Regional Equity Fund groups. Sentiment towards Europe, meanwhile, is heading in other direction: for the second week running Europe Equity and Bond Funds both posted net outflows. Overall, Bond Funds experienced a collective net inflow of $1 billion the week ending Sept. 23. Investors pulled $343 million out of Balanced Funds, $6.8 billion from Money Market Funds and $22.7 billion from Equity Funds. In the case of the latter, the headline number was influenced by the “triple witching’ that occurred on Sept. 18 when the contracts for stock index futures, stock options and stock index options expired on the same day, triggering significant shifts within US Equity Funds. Quarter-to-date, US Bond Funds remain the biggest magnets for investor cash, a share of which is being pulled out of US Money Market Funds which topped the flow table for the second quarter but anchor the bottom of the table for the current quarter. Amidst the fixed income groups in the top 10, Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates continue to stand out in what has been a banner year for them – year-to-date flows into SRI/ESG Equity Funds already exceed 2019’s record-setting total.
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EPFR - fund flow & allocations data
Our webinar demonstrates the 'predictive power' of EPFR Fund Flows and Allocations data. Our event, hosted by our EPFR Director of Research - Cameron Brandt and our esteemed Quant team, Vik Srimurthy, Steven Shen and Sayad Baronyan provides a walkthrough of the EPFR models that support tracking peers, market predictions and risk management, as well as a deep dive into China through the lens of the pandemic, and valuations on Equity Flows and Rotations.
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Zephyr Portfolio Analytics
Once reserved for institutional investors or ultra-high-net-worth clients, separately managed accounts (SMAs) are suddenly growing more popular in U.S. wealth management portfolios. Why? With more and more asset allocators strategically seeking mass affluent clientele to add to their books of business, there is also a need to diversify from traditional, more one-size-fits-all investment products. Allocators are now adding products such as SMAs and UMAs to differentiate their product line-up and attract new clients in an increasingly competitive market. In this first webinar of Zephyr’s Be Active series on SMAs, we’ll shed some light on the industry in a fun, interactive webinar format modeled after the boardgame Mystery Date. You’ll hear from leading due diligence experts as they explain their approach to SMAs. And learn from top-performing SMA providers who illustrate their different investment strategies, philosophies and approaches to aligning SMAs with SRI and ESG investments to meet the growing demand for more transparency, control and customization in a post-pandemic world.
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Zephyr Portfolio Analytics
Data from the red-hot housing market continues during the upcoming week with the release of existing and new home sales. Both numbers should be strong, particularly new homes, as we found out this week the confidence for home builders is at record highs due to the increase in demand for new homes, as limited existing home inventory has pushed buyers to build. Additionally, the manufacturing and services PMIs for September will be released on Wednesday. After rising above the breakpoint level of 50, which signals expansionary conditions, the question remains will both PMIs continue to signal expansion. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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