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IGM Credit

Things that stick out - latest on the Fed

By Bruce Clark 14 Nov 2022

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Thursday's smaller-than-expected rise in US CPI gives the Fed room to perhaps take at least one foot off the brake.

EPFR - fund flow & allocations data

Another week of mixed signals in early November

By Cameron Brandt 11 Nov 2022

GNN Chart 1

Investors came into November anticipating a pivot towards Republicans in the US mid-term elections and fearing that October’s inflation data would set the stage for another 75 basis point rate hike by the US Federal Reserve after their December meeting. But the ‘red wave’ was blunted by a green breakwater of younger voters and price growth in the world’s largest economy last month slowed to 7.7% year-on-year.

Topic Industry News

EPFR - fund flow & allocations data

Falling knives aplenty in early November

By Cameron Brandt 04 Nov 2022

GNN Image 1

In the US, November is – among other things – National Gratitude Month. For investors, however, it is already shaping up to be another month of twists, turns and developments that can cut both ways. Finding mercies, even small ones, in this environment is proving difficult.

Topic Industry News

IGM Credit

IGM European Structured Finance October 2022 in Review

By Anil Mayre 03 Nov 2022

IGM-European-Structured-Finance-October-2022-in-Review

October issuance eases from September in unsettled market RMBS leads with seven transactions in the month across, UK, Irish and Dutch portfolios  CLOs pick up towards month end to take October tally to six trades  Solitary auto ABS comes from VW 

IGM Credit

Market Update: Things that stick out

By Bruce Clark 01 Nov 2022

igm-110122-chart1

Time for a wellness check on those central banks joining the pivot bandwagon without having seen a meaningful moderation in their inflation data.

EPFR - fund flow & allocations data

Ready for the times to get better

By Cameron Brandt 28 Oct 2022

GNN Image 1

Impending rate hikes from the European Central Bank and US Federal Reserve. The striking selloff experienced by Chinese assets. Mixed earnings reports. Russia’s invasion of Ukraine heading into its ninth month. That may be yesterday’s news, if flows to EPFR-tracked Equity and Bond Funds during the fourth week of October are any indication.

Topic Industry News

EPFR - fund flow & allocations data

Investors bracing for a cold winter

By Cameron Brandt 21 Oct 2022

gnn-102122-LP-chart1

With rising prices and higher interest rates joining, for the moment, death and taxes on the list of life’s certainties, investors kept reducing risk and unshackling themselves from fixed income assets in mid-October. EPFR-tracked Bond Funds posted their ninth consecutive outflow, a run that has seen over $80 billion pulled out of this group, while redemptions from Alternative and Balanced Funds since the final week of August stand at $17 billion and $31 billion, respectively.

Topic Industry News

IGM Credit

L/T Forecasts - The October update & a fragile GBP/USD floor

By Tony Nyman 17 Oct 2022

EUR/USD - Hit a fresh range and multi-year low of 0.9536 on Sep 28. A decent rebound since, as markets are pricing the possibility of another 75BPs hike interest rates later this month and the terminal rate call is being lifted in some quarters to around 3% by end-Q1 2023 from current 1.25%