skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

Refine Results

Clear All

Topics

Show More

Products

Show More

Resources

Show More

99+ Total results for product and free and sample content found

EPFR - fund flow & allocations data

Monetary collar tightens again

By Cameron Brandt 23 Sep 2022

gnn-092322-LP-chart1

The third week of September began with investors buying US equities on the dip and Ukraine’s army rolling back Russian invaders around the city of Kharkiv. It ended with Russia mobilizing the first of 300,000 reservists and short-term US interest rates at their highest level since 2008.

Topic Industry News

EPFR - fund flow & allocations data

A tale of two cities

By Vik Srimurthy 21 Sep 2022

quants-corner-092122-chart1

Four months after the Covid-19 pandemic swept across the world, China imposed a new national security law on Hong Kong. 

Topic Industry News

IGM Credit

Fed preview: Fed to hike 75 bps, project 'higher for longer' rate path

By Bruce Clark 20 Sep 2022

Fed preview: Fed to hike 75 bps, project 'higher for longer' rate path

Within a 24-hour period from Wednesday, there will be 16 central bank rate decisions.

EPFR - fund flow & allocations data

Investors caught between two sides of the same coins

By Cameron Brandt 16 Sep 2022

gnn-091622-LP-chart1-new

Devotees of buying on the dip were presented with several handsome opportunities during the second week of September as investors tried to decide which way key events and datapoints will cut.

Topic Industry News

IGM Credit

Peak inflation is the new transitory inflation

By Bruce Clark 14 Sep 2022

igm-091422-chart1

Investors just learned the hard way that there's a big difference between peak inflation and inflation returning to target, and why the Fed has recently been insistent that rates need to go higher, and for longer, than what was being priced.

EPFR - fund flow & allocations data

Risk off as interest rates keep rising

By Cameron Brandt 09 Sep 2022

Redemptions from EPFR-tracked Equity Funds hit an 11-week high in early September as investors surveyed a sea of troubles, ranging from the complete shut-down of the Nord Stream 1 natural gas pipeline connecting Russia with European markets to the US Federal Reserve’s plan to double the pace of its balance sheet reduction.

Topic Industry News

IGM Credit

IGM Global Credit Snapshot - August 2022

By Gavin Kendrick 06 Sep 2022

IGM-august-2022-global

EUR supply recovered strongly in August as issuers and investors got back down to business following the seasonal lull. FIG activity accelerated the most sharply (both on an absolute and percentage basis). Rising supply came against a backdrop of surging underlying yields with a continuation of aggressive policy action by central banks to reign in rampant inflation. The APAC primary bond market remained in the doldrums with volumes maintaining monthly declines that began in April. Just USD8.989bn of regional supply got over the line during the month (the lowest volume month since December 2021). In stark contrast to European EUR issuance (which was heavily skewed to the latter half of the month) US IG ex-SSA issuance was crammed into the earlier part of August. In total 73 companies tapped the market, raising USD114.7bn (with only USD1.975bn raised in the last eight trading sessions).

Topic Industry News

EPFR - fund flow & allocations data

Bracing for regular doses of bitter medicine

By Cameron Brandt 02 Sep 2022

gnn-090122-LP-chart1

Late August found markets and investors chewing on a new nugget of ‘Fed-speak.’ 

Topic Industry News