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1 week ago | 
asreport.americanbanker.com | Robin Arnfield
As the U.S. trade war with China escalates, the U.S. government's 90-day tariff pause for other regions has done nothing to improve the investment outlook for credit portfolio managers at global banks, who manage retail and corporate loans.
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2 weeks ago | 
nationalmortgagenews.com | Robin Arnfield
Mortgage activity was already slowing as uncertainty about interest rates, house price movements and employment kept borrowers on the sidelines. But President Trump's rollout of his large-scale trade policies on Wednesday might add fuel to the fire, industry executives say.
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3 weeks ago | 
asreport.americanbanker.com | Robin Arnfield
The impact of tariff policy on the mortgage-backed securities market is likely to surface first in the cost of new housing construction.
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1 month ago | 
asreport.americanbanker.com | Robin Arnfield
In 2024 cheaper valuations relative to corporate credit and a strong economy enticed corporate bond investors to add securitized assets to their portfolios. The move produced positive returns, while static bond indices like the US. and Global Aggregate Bond Indices lagged, according to fixed-income executives at Janus Henderson.
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2 months ago | 
asreport.americanbanker.com | Robin Arnfield
RMBS portfolios will not be widely affected by the Los Angeles wildfires, according to ratings agency analysts. Adequate residential insurance policies, measures taken by loan servicers, structural features designed to mitigate losses, and RMBS pools' overall geographical diversification limit the effects of higher delinquencies or losses in specific areas.
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Jan 23, 2025 | 
asreport.americanbanker.com | Robin Arnfield
As fears of rising inflation grow, equities pull back from all-time highs, and the 10-year Treasury yield rises, analysts are looking for investment opportunities in fixed-income assets. Investors should expect that the fiscal policy loosening proposed by the incoming U.S. administration could potentially act as a dampener on further Federal Reserve interest rate cuts in 2025, according to Toronto-based investment managers Ninepoint Partners.
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Jan 2, 2025 | 
americanbanker.com | Robin Arnfield
With increased AI usage driving up power consumption at data centers, tech firms are looking to alternative energy sources such as nuclear power. Cloud providers such as Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform are driving investments in new power generation sources for data centers. Although hyperscalers Amazon, Google and Microsoft have been investing in solar and wind technologies, they want to go further in searching for clean electricity.
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Dec 24, 2024 | 
americanbanker.com | Robin Arnfield
Enjoy complimentary access to top ideas and insights — selected by our editors. J.P. Morgan Securities Services has enhanced its Fusion data management platform with the addition of performance reporting and portfolio analytics software from FactSet. The integration is intended to provide asset managers and owners with advanced data management, outsourced accounting, and analytics capabilities, freeing them to concentrate on investment insights and improved portfolio performance.
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Dec 18, 2024 | 
americanbanker.com | Robin Arnfield
Fintechs and their partner banks are keen to hold the industry to high standards of regulatory compliance in the interests of everyone's reputation. Following the collapse of banking middleware vendor Synapse, fintechs, banks and regulators are unanimously calling for greater transparency into customer deposit accounts. Synapse linked nonbanks that offer deposit accounts to consumers with partner banks, but didn't properly track customer account balances.
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Nov 24, 2024 | 
today.westlaw.com | Robin Arnfield
In May 2024, the U.S., Canada and Mexico cut their trade settlement cycles — the time from trade execution to when trades are final — from two business days after the trade date (T+2) to one (T+1). The goal was to reduce counterparty risk and costs...
