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EPFR - fund flow & allocations data

Quants Corner - Stock flows: Building the best mouse trap

Quants Corner

EPFR has a long history of helping clients understand where money is moving and how fund managers are investing that money. These insights started at the regional, country and sector level. In recent years, this coverage has been extended to the industry and single security level...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 08.03.20

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

The week ahead is another busy week for earnings releases. The week may not have as many blue-chip names as this week, but it does include companies that were hindered by the economic shutdown like Walt Disney, Wynn Resorts, and TripAdvisor. On the flip side, the week includes some companies who may have benefited from the shelter-in-place trade such as Square, Roku and Clorox. As for economic releases, the headliner will be Friday’s jobs report. After the initial spike in unemployment, the labor market rebounded the past two months. However, the number of new coronavirus cases has been on the rise and resulted in some new restrictions on businesses, which may again adversely affect employment numbers. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!

Topic Industry News

IGM FX and Rates

FX Viewpoint – Seasonality in August?

IGM FX and Rates

It's easy to assume August will be quiet given summer holidays impaired trade in the Northern Hemisphere, but that of course can bring thinner trade, which in turn can exacerbate moves and direction. So, what is the reality? How does the Dollar tend to perform during the month and are there any G10s that seem to perform particularly well/badly through August? For more read our FX Viewpoint Blog >

Topic Industry News

IGM Credit, IGM FX and Rates

China Insight: Politburo Re-affirmed Bias in Favour of Less Dovish Policy

China Insight

Xinhua News Agency reported the Politburo held a meeting on the economy on 30 July (Thursday). The CCP also held a meeting with non-CCP political parties and non-political representatives. President Xi chaired both meetings. Compared to the meeting held on 17 April, we note some changes in wording were made to the remarks on monetary and fiscal policies in the 30 July meeting. 30 July meeting (as per Xinhua News Agency): - "While requiring full implementation of macro policies, the meeting called for pursuing a more proactive and effective fiscal policy that delivers solid outcomes, and a more flexible and appropriate monetary policy that targets sound results, according to the meeting". 17 April Meeting (as per Xinhua News Agency): - "Monetary policies should be more flexible and balanced and instruments such as reserve requirement ratio cuts, interest rate reductions and reloans should be fully leveraged to ensure reasonable and sufficient liquidity and a lower interest rate in the loan market, the meeting said, stressing the need to channel capital into the real economy, especially medium-sized, small and micro enterprises".

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 08.03.20

The Context

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

Topic Industry News

Zephyr Portfolio Analytics

Zephyr Platform Case Study: Thrivent

Zephyr Thrivent

Thrivent has been a client since 2020 and subscribes to the Zephyr platform. Matthew Mast, FIC, MBA is a Financial Professional for Thrivent and is responsible for due diligence on model portfolios, creating current versus proposed client portfolios to show clients where Thrivent can add value, and preparing materials for client meetings. Mr. Mast first experienced Zephyr at a previous firm. A Senior Advisor colleague used it extensively and, “loved it.” When Mr. Mast moved to take a leadership role at Thrivent, he knew Zephyr would be a valuable addition to support their in‐depth due diligence process and their communication with clients. “The functionality and presentation of Zephyr are fantastic. We like that you can create blends, measure them, and put together a very nice-looking, custom presentation that packages our thinking and really shows the value we bring our clients.” Read more...

Topic Industry News Manager Analysis

EPFR - fund flow & allocations data

As sobering data piles up, shape of predicted recovery changing for the worse

Global Navigator

Going into August, investors hoping for a V-shaped recovery from the economic downturn triggered by the COVID-19 pandemic found themselves looking for new letters – W, U, L and K all have their advocates – as data from the US and Europe suggested the rebound that started in mid-2Q20 is losing momentum. Mutual investors responded by focusing on cash, precious metals and asset classes where there is a central bank acting as buyer of last resort. US Bond, Gold and Japanese Equity Funds all recorded healthy inflows during the week ending July 28th and Money Market Funds posted consecutive weekly inflows for the first time since early May.

Topic Industry News

EPFR - fund flow & allocations data

EPFR data cited in Money Management

Money Management

EPFR data cited in Money Management article "Rush to gold but not all asset managers convinced"

Topic Industry News