21 January 2020
Dividend outlook for the US is upbeat despite a flat earnings growth outlook and ongoing US-China trade woes
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21 January 2020
iBoxx Standardized Total Return Swaps (“iBoxx TRS”) referencing the Markit iBoxx USD Liquid Leveraged Loan Index hit record volumes again.
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20 January 2020 Chris Williamson
US factories enjoyed a strong end to 2019, with output rising in both November and December
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20 January 2020 Sian Jones
Despite difficult external demand conditions and a stalling manufacturing sector, the rate of inflation in the Czech Republic picked up in December...
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17 January 2020 Sian Jones Raj Badiani Ken Wattret Joseph Hayes Harumi Taguchi Chris Williamson Bernard Aw
A week which sees Davos host the 50th World Economic Forum commences with the IMF’s latest forecast on Monday and rounds off on Friday with the...
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17 January 2020 Paul Smith, Ph.D. Joseph Hayes
Decent expansion in France is being offset to an extent by ongoing weakness in Germany, the net result being another meagre growth estimation...
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17 January 2020
By: Douglas Crawford
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17 January 2020
Global dividends are predicted to grow by 5.5% to $1.9tr in 2020 despite headwinds such as Brexit and the US-China trade war.
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16 January 2020 Nicholas Godec, CFA
Over the past few months, the market has paid keen attention to credit positioning within high yield, particularly to BB-rated debt versus all...
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16 January 2020
Tokyo Stock Exchange Holiday – December 31, 2019 – January 5, 2020
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15 January 2020 David Owen
South Africa’s private sector stumbled at the close of 2019, with output contracting amid a heightened round of “load shedding” that caused significant...
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13 January 2020 Chris Williamson
The latest GDP data add to signs that the UK economy stagnated at best in the fourth quarter of last year
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10 January 2020 Sian Jones Rajiv Biswas Ken Wattret Chris Williamson
The week sees a wealth of key official data releases that will add to our knowledge of how the World’s major economies fared in the closing months...
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10 January 2020 Annabel Fiddes
The latest KPMG and REC survey data, compiled by IHS Markit, showed a renewed upturn in overall UK recruitment activity at the end of 2019. Permanent...
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08 January 2020
In early December, IHS Markit was named Best Corporate Actions Data Provider in the Data Management Insight Awards. Published by the influential...
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07 January 2020 Chris Williamson
Worldwide growth accelerated for a second successive month in December, according to the latest PMI surveys, registering the strongest monthly...
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06 January 2020 William Sheridan
On December 27, 2019, the IRS released final regulations (TD 9890) under Chapter 3 and Chapter 4 relating to a number of information reporting...
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06 January 2020 Chris Williamson
Global manufacturing activity remained broadly unchanged in December, according to PMI survey data, improving only fractionally for a second...
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06 January 2020 Paul Smith, Ph.D. Joseph Hayes
We have updated our Q4 2019 nowcasts today following the publication of December's PMI surveys
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06 January 2020 Rajiv Biswas Ken Wattret Chris Williamson
The first full week of 2020 looks set to kick off the year with a bang and is busy with economic data releases. Trends across retail sales, industrial...
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03 January 2020 Sam Pierson
Global revenue falls 6.3% to $10.1 billion
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03 January 2020
IHS Markit reviews the performance of the leveraged loan market through out 2019.
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27 December 2019 Rajiv Biswas Nariman Behravesh, Ph.D. Ken Wattret Chris Williamson
The coming week brings in the New Year, so we dedicate our special report this week to a summary of the main economic projections for the year...
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20 December 2019 Rajiv Biswas Ken Wattret Chris Williamson Bernard Aw
The following is an extract from IHS Markit's latest Week Ahead Economic Preview. For the full report (including Special Reports) please click...
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19 December 2019
With the recent announcement of an extended preparation period for those smaller entities needing to post initial margin (IM) under the uncleared...
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19 December 2019 Kashyap Sheth
As the new compliance schedule for IM requirements on non-cleared derivatives comes into force, IHS Markit’s director, derivatives data and valuation...
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19 December 2019
There has been intense debate by various market and industry participants around CSDR, including the regulation's content, the underlying intention...
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18 December 2019 Chris Williamson
Some of the confusion over varying US survey signals was lifted after official data showed manufacturing output rebounding
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18 December 2019
This report summarizes our dividend expectations for FY19 for EMEA
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18 December 2019
Ordinary dividends paid by companies in Asia Pacific are set to end the year at a record of USD 524.2bn.
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17 December 2019 Bernard Aw
Japan’s private sector economy is poised for its first quarterly decline in more than three years, after December flash PMI data indicated a...
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16 December 2019 Chris Williamson
Business activity, order book and jobs growth all accelerated to five-month highs in December, according to flash PMI data
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16 December 2019 Chris Williamson
The Eurozone economy closed out 2019 mired in its worst spell since 2013
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16 December 2019 Chris Williamson
December’s PMI survey data sadly lacked festive cheer, indicating that the economy contracted for the third time in the past four months. With...
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13 December 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The week starts with a flurry of flash PMI updates and key official data releases for the US and China, notably including industrial production....
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13 December 2019
Lloyd Nicholls and Ankush Zutshi outline practical considerations of how crypto assets and technology can emerge in a regulated environment.
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13 December 2019 Lewis Cooper
The ASEAN manufacturing downturn extended into the middle of the fourth quarter, with operating conditions deteriorating for a sixth month running...
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12 December 2019 Tozar Gandhi
In this month’s blog we review how low interest rates have been a big factor in fueling an increase in Taxable muni issuances for refunding Tax...
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12 December 2019 Sam Pierson
Proxy voting and exercising corporate governance responsibilities can work in tandem with securities lending
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10 December 2019 Chris Williamson
A look at data quality, and if ‘normal’ people participate in surveys
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09 December 2019 Chris Williamson
At 51.5 in November, the JPMorgan Global PMI™ (compiled by IHS Markit) rose to a four-month high
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09 December 2019 Chris Williamson
Worldwide growth picked up in November, led by the fastest manufacturing expansion seen so far this year. Key sectors such as autos and machinery...
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06 December 2019 Sian Jones Rajiv Biswas Raj Badiani Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The following is an extract from IHS Markit's latest Week Ahead Economic Preview. For the full report (including Special Reports) please click...
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05 December 2019
Over the month of November, the US Treasury curve widened. The table below summarizes weekly and monthly performance across the curve, followed...
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04 December 2019 Chris Williamson
UK business activity contracted for the fifth time in the past six months during November
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04 December 2019 Andrew Harker
Zambian economic output is being held back by shortages of power and money
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04 December 2019 Andrew Eisen
Research from TABB Group earlier this year found that use of public cloud within financial services was poised to accelerate in 2019. These findings...
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03 December 2019 Chris Williamson
Global manufacturing activity increased for the first time in seven months in November, according to PMI survey data, albeit improving only fractionally....
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02 December 2019
Alex Golbin reviews possible solutions to the existing due diligence challenges facing financial institutions.
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29 November 2019 Sian Jones Rajiv Biswas Joseph Hayes Chris Williamson Bernard Aw
Week Ahead Economic Review: Week of 2 December
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22 November 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
Geopolitical risks remain at the forefront of investors’ minds, meaning trade wars, Brexit and UK politics and escalating tensions in Hong Kong...
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22 November 2019 Chris Williamson
A welcome upturn in the headline index from the flash PMI adds to evidence that the worst of the US economy’s recent soft patch may be behind...
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22 November 2019 Bernard Aw
November flash PMI data point to growing risk of the Japanese economy falling into a decline during the fourth quarter, with both business activity...
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22 November 2019 Chris Williamson
With an upcoming general election adding to Brexit-related uncertainty about the outlook, it was no surprise to see UK businesses report falling...
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22 November 2019 Chris Williamson
The eurozone economy was becalmed for a third successive month in November
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22 November 2019 Paul Smith, Ph.D. Joseph Hayes
Today sees a fresh set of flash PMI figures released for Europe, including our new flash series for the UK.
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18 November 2019 Amritpal Virdee
This note provides the first look into the IHS Markit PMI™ Canada Export Climate Index, which tracks the international demand environment facing...
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18 November 2019 Chris Williamson
Despite falling in October for a second straight month, there are signs that the underlying trend in US manufacturing output is improving.
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18 November 2019 Paul Smith, Ph.D. Joseph Hayes
Our nowcast for the eurozone has been revised into growth territory, with an expansion of +0.08% forecast for the fourth quarter.
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15 November 2019 Sian Jones Ling-Wei Chung Ken Wattret Joseph Hayes David Li Chris Williamson Bernard Aw
Flash PMI surveys provide the highlight of the economic calendar, with newly released UK PMI surveys meaning the flash data are now available...
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14 November 2019 Chris Williamson
The following is an extract from IHS Markit's monthly PMI overview presentation. For the full report please click on the link at the bottom of...
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13 November 2019 Francis Land David Cook
The FCA published the findings of their multi-firm review into MiFID II research unbundling rules on 19 September 2019 and the headline was that...
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13 November 2019
Aggregate dividends for Hang Seng Composite Index (HSCI) are estimated to grow by 8% to HKD 918.2 billion in 2020
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12 November 2019 Chris Williamson
News of the economy contracting for a second successive month in September has been swiftly followed by a warning of how the growing economic...
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11 November 2019 Chris Williamson
The latest official data show the UK economy contracting for a second successive month in September, matching business survey data.
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08 November 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
US-China trade developments are dominating markets and the coming week will see the release of important indicators of how both economies have...
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06 November 2019 Paul Smith, Ph.D. Joseph Hayes
Following this morning's release of final October PMI data for the euro zone, we provide our first comprehensive outlook for the fourth quarter...
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06 November 2019 Sam Pierson
Global markets see $2.6bn in securities lending revenue
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05 November 2019 Bernard Aw
Hong Kong SAR’s private sector remained mired in one of its worst downturns for the past two decades during October, according to the latest...
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05 November 2019
As a result of the widespread impact of the trade-war we begin with a roundup of the key players in the agricultural ecosystem and their coping...
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05 November 2019 Chris Williamson
The UK PMI surveys recorded a third successive monthly contraction of business activity in October, indicating the economy is in its toughest...
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04 November 2019 Tozar Gandhi
In this month’s blog we review a couple of instances wherein uncertainty in the outcome of litigation has led to a bumpy ride for some bondholders...
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04 November 2019 Chris Williamson
A recent ONS paper notes how IHS Markit UK PMI surveys show a strong correlation with official UK gross domestic product (GDP) and its manufacturing...
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04 November 2019 Chris Williamson
Global manufacturing activity contracted marginally for a sixth straight month in October, according to the latest PMI data from IHS Markit...
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01 November 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The dovish tilt to global policy making continued in October with the US Fed cutting rates for the third time, but whether this represents the...
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01 November 2019 Bernard Aw
The manufacturing downturn in Indonesia deepened in October, sending a warning signal of a further growth slowdown at the start of the fourth...
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01 November 2019 Bernard Aw
The latest Caixin PMI painted a picture of a sustained improvement in manufacturing conditions across China during October
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01 November 2019
Tozar Gandhi receives recognition from The Bond Buyer for his contributions to the Municipal Market.
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01 November 2019 Lewis Cooper
The Dutch manufacturing sector began the final quarter of the year on a weak footing
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01 November 2019 Andrew Harker
The Turkish economy has begun to show signs of improvement following the impact of marked currency depreciation in 2018
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31 October 2019 Bernard Aw
Official GDP data showed the Hong Kong economy contracted at its sharpest rate since 2009 in the third quarter, as signalled well in advance...
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29 October 2019 Julien Rey
In September, we issued a cross-industry IBOR Transition survey to market participants across the globe, and we presented the results via a live...
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25 October 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
A busy week ahead includes the eagerly awaited FOMC meeting, manufacturing PMIs from around the world, US non-farm payrolls, GDP data from both...
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24 October 2019 Bernard Aw
The Japanese economy is at risk of contracting as business activity was hit in October following the sales tax increase which took effect during...
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24 October 2019
More recently the definition of risk models is starting to stretch and include both simpler quantitative calculations and more complex capabilities...
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24 October 2019 Chris Williamson
While an upturn in the headline flash PMI for October might add to hopes that GDP growth could accelerate in the final quarter of the year, the...
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24 October 2019 Chris Williamson
The eurozone economy remained close to stagnation at the start of the fourth quarter, according to the latest flash PMI data
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24 October 2019 Paul Smith, Ph.D. Joseph Hayes
The latest data offer a broad continuation of the trends we reported in the third quarter, with quarterly GDP growth remaining firm in France...
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23 October 2019
More than three years after the European Benchmark Regulation (“BMR”) entered into force, the European Commission (“EC”) has kicked off the required...
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22 October 2019 Sian Jones
September PMI data from IHS Markit signalled a further downturn in automotive production across Europe, extending the current period of contraction...
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22 October 2019 Lewis Cooper
The health of the Canadian manufacturing sector improved in September, according to the latest IHS Markit PMI survey data. A renewed upturn in...
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21 October 2019 Gavan Nolan
Positive stories about the CDS market are few and far between in contemporary mainstream media. This is not surprising – an article about nefarious...
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21 October 2019 Sian Jones Rajiv Biswas Raj Badiani Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The week ahead includes a raft of flash PMI surveys to provide an early indication of economic trends at the start of the fourth quarter. Policy...
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16 October 2019
iTraxx Asia ex-Japan Rolls Strong
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15 October 2019 John Jannes
John Jannes provides key highlights and takeaways from our roundtable on 606 Look-through requirements.
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15 October 2019 Chris Williamson
The UK labour market showed signs of cooling in the summer, with employment falling to the greatest extent for four years
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15 October 2019
Alex Golbin, head of Assessment Services for KY3P highlights the implications of Shadow IT and third party risk management.
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15 October 2019 Sian Jones
September PMI data showed the Greek manufacturing sector yet again providing a spark of light in the general gloom of the wider eurozone goods-producing...
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15 October 2019 Randolf Tantzscher
Over the past year, driven by improved market access and China’s inclusion in global bond indices, the prospects of China’s fixed-income investments...
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11 October 2019 Chris Williamson Bernard Aw Sian Jones Diego Iscaro Joseph Hayes
The week ahead includes a key Brexit deadline and on-going US-China tariff developments, with US tariffs set to rise to from 25% to 30% on $250bn...
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10 October 2019 David Owen
While the global manufacturing sector has stalled in 2019 so far, a revival of optimism in the copper-using industry could fuel a wider improvement...
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10 October 2019 Chris Williamson
Global growth at three year low as weakness spills over to services
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10 October 2019 Chris Williamson
The latest official data show the UK economy is likely to avoid a recession, though a drop in GDP in August hints at a weakening trend going...
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09 October 2019 Roberto Soares
In this report we highlight three main things; retail stocks we consider having a high margin of safety in their payout, an analysis of the sustainability...
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08 October 2019 Bernard Aw
Growth in China’s business activity gained further momentum at the end of the third quarter, according to the latest Caixin PMI data
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04 October 2019 Bernard Aw
The deterioration of the health of the Hong Kong SAR economy deepened in September, with the latest PMI survey indicating one of the steepest...
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04 October 2019 Chris Williamson Rajiv Biswas Joseph Hayes Ken Wattret Bernard Aw Sian Jones
The week ahead sees the resumption of trade talks between the US and China plus the IMF’s latest outlook, while key economic data releases include...
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04 October 2019 Chris Williamson
Latest worldwide PMI data showed the global economy losing growth momentum again in September, registering the joint-weakest increase in output...
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03 October 2019 Chris Williamson
Business surveys sent conflicting signals on the health of the US manufacturing sector in September, but dig deeper and the survey divergences...
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03 October 2019 Paul Smith, Ph.D. Joseph Hayes
The release of PMI data for September provided us with a well-rounded insight into economic performance for the third quarter.
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03 October 2019 Chris Williamson
Business surveys sent conflicting signals on the health of the US manufacturing sector in September. But dig deeper and the survey divergences...
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03 October 2019 Chris Williamson
The health of the UK economy continued to deteriorate in September with the PMI surveys indicating the second-largest monthly fall in business...
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02 October 2019 Chris Williamson
Global manufacturing activity contracted marginally for a fifth successive month in September, according to the
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01 October 2019 Chris Williamson
PMI Manufacturing recession signalled by UK September PMI 01 October 2019 Chris Williamson Manufacturing PMI signals longest downturn since...
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01 October 2019 Bernard Aw
South Korean manufacturing conditions worsened for a fifth consecutive month in September, according to the
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27 September 2019
We review the recent high sigma event on 9 September with respect to the performance of value strategies relative to growth and momentum.
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27 September 2019 Ken Wattret Bernard Aw Chris Williamson Rajiv Biswas Joseph Hayes Sian Jones
The week ahead starts with PMI™ surveys and ends with the US monthly employment report, providing a wealth of data for markets to digest and...
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26 September 2019 Gil Shefi
BCBS 239 principles have made their way into the final version of the Fundamental Review of the Trading Book (FRTB) text, in the form of the...
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26 September 2019
We believe that firms should view collateral as an asset rather than a cost and should strive for an accurate bird's eye view of what the regulations...
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26 September 2019
Shawn Paul, Managing Director, Asia Pacific & Japan of IHS Markit spo...
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26 September 2019
Nomura Asset Management (Nomura) previously used an outsourced collateral management provider to support the growth of its bilateral over-the-counter...
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24 September 2019 Bernard Aw
Japanese business activity growth remained firm at the end of the third quarter, led by a resilient service sector, according to
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24 September 2019
The iTraxx Europe and iTraxx Crossover indices started trading on 20th September, 2019. The iTraxx indices are one of the most liquid fixed income...
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24 September 2019 Julien Rey Chris Fenske
The US repo market took center stage last Tuesday, September 17 when a confluence of factors temporarily slowed down banks’ cash spigots and...
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23 September 2019
When market quotations are not readily available, such as when a foreign security's primary market is closed, many funds switch to fair value...
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23 September 2019 Chris Williamson
Flash PMI survey data indicate that US businesses continued to struggle against the headwinds of trade worries and elevated uncertainty about...
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23 September 2019 Chris Williamson
The eurozone economy is close to stalling as a deepening manufacturing downturn shows further signs of spreading to the service sector.
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23 September 2019 Paul Smith, Ph.D. Joseph Hayes
Today's flash PMIs for September have added to the picture of gloom across the eurozone
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20 September 2019 Sian Jones Rajiv Biswas Joseph Hayes Chris Williamson Bernard Aw
A busy week ahead includes flash PMI™ surveys, updates on US GDP and consumers, plus some key central bank speeches and policy decisions in the...
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13 September 2019 Ken Wattret Joseph Hayes Bernard Aw
The week ahead is dominated by central bank policy meetings around the world, with the FOMC being at the front and centre. China economic data...
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13 September 2019 Ed Chidsey
Thought leadership from Ed Chidsey on the future of alternative data adoption.
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13 September 2019 Paul Smith, Ph.D. Joseph Hayes
Our Q3 Nowcasts have been downgraded for Germany, France and Italy, indicating an increased likelihood of recession in the euro area’s largest...
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12 September 2019 Chris Williamson
At 51.3 in August, the JPMorgan Global PMI™, compiled by IHS Markit, fell from 51.6 in July to backtrack closer to the three-year lows seen in...
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12 September 2019 Tozar Gandhi
Following is Tozar Gandhi’s Monthly Municipal Bond Market update for month ending August 2019, featuring contributions from our own Jan Hansen...
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12 September 2019 David Cook
IHS Markit welcomes the opportunity to participate in the consultation concerning the potential for the provisioning of a consolidated tape as...
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12 September 2019 Sam Pierson Nicholas Godec, CFA
Appreciation and short covering across most sectors
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12 September 2019 Julien Rey
In recent years, the financial industry has been navigating uncertainties relating to the Interbank Offered Rates (IBOR) transition. New developments...
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11 September 2019
Over the month of August, the US Treasury curve tightened across every maturity. The table below summarizes weekly and monthly performance across...
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10 September 2019 Julien Rey
One of the central concepts of FRTB and the Internal Model Approach (IMA) is that all risk factors are subject to a Modellable or Non-modellable...
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10 September 2019
Meeting numerous reporting obligations across several regimes is increasingly complicated, highly fragmented, and administratively burdensome....
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10 September 2019
Monthly style and specialty model performance report.
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10 September 2019
We review factor performance in August 2019.
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06 September 2019 Sian Jones Rajiv Biswas Chris Williamson
With global economic growth reported to have slowed closer to three-year lows in August, according the latest PMI surveys, the markets will be...
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06 September 2019 Chris Williamson
The latest PMI data showed the global economy losing growth momentum again in August
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05 September 2019 Chris Williamson
The eurozone economy remained mired in a fragile state of weak and unbalanced growth in August, according to the latest survey data
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04 September 2019 Craig Boardman
Craig Boardman explains how asset managers can navigate market volatility and the threat of a turn in the credit cycle when making credit assessments...
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04 September 2019 Andrew Eisen
In a recent Aite report, Buy-Side EMS: The Tech Stacks of High Society, the author commented, “An integrated product that combines the best of...
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04 September 2019 Paul Smith, Ph.D. Joseph Hayes
Update 4th September 2019:Underperforming PMIs raise UK recession risk
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04 September 2019 Bernard Aw
A slump in the Hong Kong PMI to its lowest since 2009 indicates that the economy is on course for its first recession in a decade
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04 September 2019 Chris Williamson
The likelihood of the UK falling into recession has increased after PMI surveys indicated a contraction of business activity in August
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03 September 2019 Andrew Harker
Vietnam's economy continues to perform well amid positive trade numbers, but latest PMI data suggest that no country can really be immune from...
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03 September 2019 Chris Williamson
PMI surveys indicated a fourth successive monthly contraction of global manufacturing activity in August. New orders dropped at the joint-steepest...
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03 September 2019 Chris Williamson
US manufacturers are enduring a torrid summer, with survey gauges of output and new orders down to their lowest since 2009
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02 September 2019 Bernard Aw
China’s manufacturing sector showed a modest recovery in August, driven by increased production volumes, according to the latest Caixin PMI data....
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02 September 2019 Chris Williamson
The UK manufacturing downturn intensified in August, as producers reported the steepest drop in new business for over seven years.
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30 August 2019 Sian Jones Rajiv Biswas Raj Badiani Joseph Hayes Chris Williamson Bernard Aw
PMI surveys form the highlight of the week, providing updates on global business conditions midway through the third quarter which could prove...
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26 August 2019
The Istanbul and Karachi Stock Exchanges were closed from August 12 – August 14 for Eid Al-Adha. In the absence of readily available quotes for...
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23 August 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Bernard Aw
Fed watchers will be eager for further insights into the US central bank’s thinking after minutes to July FOMC meeting showed policy committee...
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23 August 2019 William Sheridan
The Paperwork Reduction Act notice published in the Federal Register should prompt us to examine the challenges the transactional information...
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22 August 2019 Chong Jun Wong, CFA
Nikkei 225 Dividend Index Points set to grow at the slowest rate in recent years.
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22 August 2019 Paul Smith, Ph.D. Joseph Hayes
Update 22nd August 2019: Nowcasts continue to show growth disparities in EZ
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22 August 2019 Bernard Aw
Japanese business activity grew at its fastest rate in the year to date during August, according to flash PMI data, but whether the private sector...
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20 August 2019 Chris Fenske
Anticipation of an economic slowdown and more market volatility has triggered an uptick in US HY energy issues’ risk.
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16 August 2019 Sian Jones
Ongoing problems across the automotive sector and a recession in German manufacturing have had a negative effect on the health of the Czech economy....
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16 August 2019 Thea Fourie Andrew Harker
Companies in Zambia continued to struggle in July, with the private sector economy facing a number of headwinds, which reportedly include a lack...
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16 August 2019 Sian Jones Ken Wattret Joseph Hayes Bernard Aw
Increasing uncertainty over the outlook of US monetary policy and heightened fears of potential economic recessions rattled financial markets...
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15 August 2019
Over the month of July, the US Treasury curve has flattened with the short end widening and long end tightening. The table below summarizes weekly...
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15 August 2019 Paul Smith, Ph.D. Joseph Hayes
Following the release of second quarter GDP estimates for the major European countries, we have updated our judgement-free nowcasts for the third...
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13 August 2019
In this report we highlight three main things; the stocks we consider to be most sensitive to fluctuations in oil prices, an analysis of the...
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09 August 2019 Chris Williamson
The latest data reveal an economy in decline and skirting with recession as headwinds from slower global economic growth are exacerbated by Brexit-related...
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08 August 2019 David Owen
Anecdotal evidence from global survey panellists shows that the worldwide outlook is becoming increasingly gloomy.
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08 August 2019 Chris Williamson
The pace of global economic growth edged up in July but remained among the weakest seen over the past three years, according to the latest PMI...
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07 August 2019
Monthly style and specialty model performance report.
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07 August 2019 Nicholas Godec, CFA
When the iBoxx TRS market first started in 2012 only 3 market makers were making markets. Today there are 10 active iBoxx TRS market makers providing...
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07 August 2019
Machine learning algorithms are increasingly used to solve problems in the financial markets. However, applications of the models for investment...
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06 August 2019
We review factor performance in July 2019.
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05 August 2019 Bernard Aw
The start of the third quarter saw Hong Kong's private sector stuck in the worst downturn since the heights of the global financial crisis over...
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05 August 2019 Chris Williamson
The pace of US economic growth slowed in the second quarter, and PMI survey data hint that the expansion could remain relatively lacklustre in...
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05 August 2019 Paul Smith, Ph.D. Joseph Hayes
Following disappointing flash PMI data across the euro area, confirmed by today’s final PMI figures, other business indicators released over...
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05 August 2019 Chris Williamson
The PMI surveys indicated that the UK economy stagnated in July
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02 August 2019 Sian Jones Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
With central bankers around the world focusing on the extent to which global economic conditions might necessitate further stimulus, services...
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02 August 2019 Carlos Garcia-Lastra Marques
Basket of US large caps selected using IHS Markit Dividend Forecasts data outperformed the US broad market from 2010 to date.
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01 August 2019 Bernard Aw
Caixin PMI data, compiled by IHS Markit, indicated that China’s manufacturing sector was close to stabilisation at the start of the third quarter....
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01 August 2019 Chris Williamson
PMI surveys indicated that the global manufacturing downturn deepened in July
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01 August 2019 Chris Williamson
UK manufacturers reported the largest monthly fall in production for seven years in July.
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26 July 2019 Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
A full diary for the week ahead includes central bank meetings in the US, UK and Japan, plus key data releases such as worldwide manufacturing...
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25 July 2019
Jaime Hildreth provides an update on how companies can better leverage their data when making valuations.
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25 July 2019 David Jesson
How does the industry need to adapt to make use of existing tech and prepare for future transformations?
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24 July 2019 Bernard Aw
The start of the third quarter saw a further deterioration in Japanese manufacturing conditions, according to flash PMI, as new export sales...
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24 July 2019 Chris Williamson
Japanese business activity grew in July at the fastest rate since last December, according to new survey data, though indicators of new orders...
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24 July 2019 Bernard Aw
The recovery in Australian business activity lost momentum at the start of the third quarter, according to flash PMI survey data, with other...
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24 July 2019 Tozar Gandhi
Tozar Gandhi analyses the recent performance of Tender Option Bonds.
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24 July 2019
Regulatory initial margin is part of a much wider mission to ensure greater efficiency and stability for derivatives markets from documentation...
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24 July 2019
We add some perspectives on the current value-growth cycle in the US.
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24 July 2019 Chris Williamson
Flash PMI survey data indicated that the US economy started the third quarter on a disappointingly soft footing
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24 July 2019 Paul Smith, Ph.D. Joseph Hayes
In July 2019 we introduced two nowcasting models for the Eurozone and the UK
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24 July 2019 Chris Williamson
The eurozone economy relapsed in July, with the PMI giving up the gains seen in May and June to signal one of the weakest expansions seen over...
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23 July 2019 Sam Pierson
Global Securities Finance Review and PMI Update
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19 July 2019 Vaiva Seckute Sian Jones Rajiv Biswas Joseph Hayes Chris Williamson Bernard Aw
Second quarter US GDP numbers are expected to add to signs that economic growth has slowed sharply for many economies after a better than expected...
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18 July 2019 Chris Williamson
US manufacturing output rose 0.4% in June, its biggest monthly gain since December, but the rise failed to prevent the sector contracting over...
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18 July 2019 Bernard Aw
Recent data showed shrinking export volumes, painting an increasingly gloomy outlook for the trade-reliant South Korean economy
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17 July 2019 Chris Williamson
More detailed official data corroborates survey data which point to a marked change in firms’ appetite to hire so far this year
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16 July 2019 David Owen Andrew Harker
Output growth across Sub-Saharan Africa remains strong despite global slowdown
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16 July 2019 Eliot Kerr David Owen
IHS Markit’s PMI survey diffusion indices are designed to capture business cycle developments. They do this by replicating the industrial make-up...
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15 July 2019
Easier stress test scenarios compared to 2018 were positive for dividend increases according to the results of the Federal Reserve's annual exams...
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15 July 2019 Devendra Bhudia
Earlier this year, Invesco’s chief executive, Martin Flanagan, was quoted as saying that “a third of the asset management industry could disappear...
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15 July 2019 David Cook
Joint consultation paper on enhancements to the OTC derivatives regulatory regime for Hong Kong
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12 July 2019
we were pleased to participate in the Inside ETFs Summit, which kicked off the week’s events. During the summit, IHS Markit’s Kai Aeberli, from...
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12 July 2019 Chris Williamson
Industrial production in the eurozone rose sharply in May, but survey data indicate that the improvement will be short-lived.
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12 July 2019 Sian Jones Rajiv Biswas Raj Badiani Joseph Hayes Chris Williamson Bernard Aw
With policymakers around the world continuing to worry about the health of the global economy, the release of IHS Markit’s Global Business Outlook...
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11 July 2019 Gavan Nolan
Europe’s status as an economic laggard in the post-GFC era is well reported and, indeed, well deserved. Growth has been elusive, despite the...
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11 July 2019 David Cook
Our response to the ECB's market consultation on European Distribution of Debt Instruments (EDDI).
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11 July 2019
At this year’s NIRI Annual Conference, we surveyed over 50 IROs and IR team members on some of the most pressing issues in IR today.
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10 July 2019 Bernard Aw
Official data showed Taiwanese exports rising in June, but the modest gain looks likely to be short-lived as the export sector continues to face...
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10 July 2019
Brian Matt explains how investment managers and corporations can effectively leverage ESG data.
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10 July 2019 Leon Sinclair
Leon Sinclair offers a review of UCITS and the liquidity risks facing asset managers.
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10 July 2019 Chris Williamson
An improvement in the economy in May failed to lift output sufficiently to avoid the data for the second quarter so far showing a decline on...
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10 July 2019 Chong Jun Wong, CFA
Singapore dividends set to jump by 7.4% against a backdrop of uncertainty
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10 July 2019
Monthly style and specialty model performance report.
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09 July 2019
In this report we highlight and analyze the 2019 US stress test results.
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09 July 2019
The fourth annual CeFPro Vendor & Third Party Risk (Europe) conference was held in London in mid-June. Over 150...
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08 July 2019
Growing concern that firms won't be ready to report their SFT when regulatory obligations start in 2020.
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08 July 2019
We review factor performance in June 2019.
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05 July 2019 Sian Jones Rajiv Biswas Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
The focus of the week will be the continued assessment of trade war developments following the G20 Summit (see special report on page 9), and...
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05 July 2019 Chris Williamson
Detailed analysis of the latest global PMI data showed deepening downturns in some key sectors.
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04 July 2019 Paul Smith, Ph.D. Joseph Hayes
Where are we now? Nowcasting European economic growth
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03 July 2019 Bernard Aw
The latest Caixin PMI™ surveys indicated that growth momentum in the Chinese economy lost further traction, with June seeing the weakest rise...
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03 July 2019 Sam Pierson
$2.6bn in global securities lending revenue
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03 July 2019 Chris Williamson
The pace of global economic growth remained stuck at a three-year low in June, according to the latest PMI surveys from IHS Markit.
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03 July 2019 Chris Williamson
The PMI surveys indicated that the UK economy slipped into contraction in June
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02 July 2019 Chris Williamson
Worldwide PMI surveys indicated a deterioration of manufacturing business conditions for a second successive month in June.
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02 July 2019
Herb Werth explains how his Investor Access platform is stimulating change within the bond market.
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01 July 2019 Bernard Aw
Indonesia’s manufacturing sector lost some momentum in June, according to PMI data.
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01 July 2019
IHS Markit provides its quarterly update on the Leveraged Loan Market, viewing Loan indices, Bond indices, Pricing trends, Sector trends and...
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01 July 2019 Chris Williamson
Eurozone manufacturing remained stuck firmly in a steep downturn in June
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01 July 2019 Chris Williamson
UK manufacturers reported the steepest deterioration of business conditions for over six years in June
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28 June 2019
In just over two years, 42 banks and over 300 investors have onboarded on our Investor Access platform.
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28 June 2019 Sian Jones Raj Badiani Ken Wattret Joseph Hayes Chris Williamson Bernard Aw
A busy week includes key data releases that could steer monetary policy around the globe. The week starts with the publication of worldwide manufacturing...
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25 June 2019 Nicholas Godec, CFA
USD high yield and investment grade corporate bonds delivered strong year-to-date returns, with the iBoxx $ Liquid High Yield Index up 10.29%...
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21 June 2019 Bernard Aw Sian Jones Chris Williamson Rajiv Biswas
Trade wars and politics look set to dominate the markets, monitoring progress between the US and China at the G20 Leader Summit meeting in particular...
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21 June 2019 Chris Williamson
US business activity edged closer to stagnation in June, according to flash PMI survey data from IHS Markit
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21 June 2019 Chris Williamson
The eurozone economy picked up further momentum in June, with the headline PMI rising from the lows seen earlier in the year
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21 June 2019 Bernard Aw
Japan’s manufacturing economy continued to struggle midway through the year, according to the flash PMI data from IHS Markit. The manufacturing...
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21 June 2019 Bernard Aw
The Australian economic recovery gained further momentum in the middle of the year, according to flash PMI survey data, led by the service sector...
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17 June 2019
John Cowan reviews Comstock Resources and Covey Park Energy bonds in relation to the recent acquisition announcement.
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17 June 2019 Eric Menzie
MiFID II Midpoint: Meetings with the SEC, and global unbundling acceleration
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17 June 2019 Amritpal Virdee
Business conditions among Quebec manufacturers deteriorated in May for the first time since January 2017
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17 June 2019
Michael Roper provides key takaways and insights on best practice for investor relations professionals following DIRK 2019
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14 June 2019 Sian Jones Bernard Aw Joseph Hayes Ken Wattret Chris Williamson
The coming week sees key central bank meetings, including the US, UK, Brazil, Japan and several other Asian countries. Central bankers face growing...
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14 June 2019 Chris Williamson
Official data on manufacturing output showed production rising in May
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14 June 2019
Weekly Investor Relations Newsletter
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14 June 2019 Chris Williamson
Industrial production in the euro area fell in April, adding to worries about the economic health of the region in the second quarter. More up...
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13 June 2019
Chris Craddock provides an overview of Tax regulation and the viable solutions.
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13 June 2019
O'Hara Macken's key takeaways from the National Investor Relations Institute
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13 June 2019 Kevin Soyer Chong Jun Wong, CFA
Ordinary payout from FTSE 100 companies is expected to increase by 3.7% to £87.7bn.
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12 June 2019
Environmental, social and governance principles gain traction in Asia-Pacific
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12 June 2019
Recently in New York, IHS Markit proudly accepted three top honors at the 2019 GlobalCapital Americas Derivatives Awards, including
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12 June 2019 Chris Williamson
Markets were caught out by a sharper than expected weakening of consumer price inflation in May, though the cooling trend had been signalled...
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11 June 2019 Chris Williamson
The official UK labour market data again delivered encouraging headlines
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11 June 2019 Chris Williamson
The UK economy contracted sharply in April, according to official data
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11 June 2019
We review factor performance in May 2019.
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11 June 2019
Monthly style and specialty model performance report.
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07 June 2019 Bernard Aw Sian Jones Ken Wattret Joseph Hayes Chris Williamson Rajiv Biswas
With tensions rising between the US and China, the impact of the escalating trade war will be under scrutiny amid fresh data from both economies....
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07 June 2019 Sam Pierson
Low float, high volatility and expensive borrow
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07 June 2019 Annabel Fiddes
Hiring activity across the UK remained subdued in May amid lingering economic and political uncertainty
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05 June 2019 Chris Williamson
The pace of global economic growth eased to its weakest for three years in May amid an increasingly broad-based slowdown.
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05 June 2019 Bernard Aw
Chinese enterprises reported further growth in economic activity in May
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05 June 2019
A review of May 2019 U.S. Treasury movement, Investment Grade market sector and key up/down movers within the Investment Grade market.
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05 June 2019 Chris Williamson
The PMI surveys indicated that the UK economy remained broadly stagnant midway through the second quarter
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04 June 2019 Chris Williamson
Worldwide PMI surveys indicated that manufacturing moved into decline in May, with business conditions deteriorating to the greatest extent since...
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03 June 2019 Paul Jones Gil Shefi
Following the publication of the final Basel text on FRTB at the start of the year, we felt the time was right to sit down with regulators and...
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03 June 2019 Chris Williamson
UK manufacturers reported a deterioration of business conditions in May
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03 June 2019 Andrew Harker
Vietnam is on course to meet a number of its socio-economic targets for the 2016-2020 period, supported by strong growth in its manufacturing...
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31 May 2019 Bernard Aw Rajiv Biswas Chris Williamson Sian Jones Joseph Hayes
PMI Week Ahead Economic Preview: Week of 3 June 2019 31 May 2019 Joseph Hayes Sian Jones Chris Williamson Rajiv Biswas Bernard Aw Global manufacturing...
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31 May 2019 Bernard Aw
The pace of Indonesia’s manufacturing growth gained momentum in May, according to the latest
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30 May 2019 Tozar Gandhi
Throughout May 2019, the Senate and House have pushed through legislation that would effectively replace the state’s current flat-tax structure...
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30 May 2019 Amritpal Virdee
The latest Brexit delay has caused further stress in Irish firms operating in sectors more exposed to the UK
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29 May 2019 Amritpal Virdee
Manufacturing business conditions across Ontario improved in April at the weakest rate since November 2016
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28 May 2019
Managing complicated paper subscription documents leads to data discrepancies and redundant requests for information. By automating processes...
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24 May 2019 Bernard Aw Rajiv Biswas Sian Jones Joseph Hayes Chris Williamson
Politics will likely once again take centre stage as the markets digest the results and implications of European parliamentary elections. Trade...
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24 May 2019 Chris Williamson
Growth of US business activity slowed sharply in May, according to the latest survey data
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24 May 2019 Chris Williamson
Differences in survey methodology can cause major differences in signals, which should always be borne in mind when analysing business survey...
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23 May 2019 Chris Fenske
The rally in US investment grade bond spreads appears to have stalled following the breakdown of the US/China trade negotiations announced in...
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23 May 2019 Chris Williamson
The pace of eurozone economic growth remained subdued in May amid stagnant demand, according the latest flash PMI survey.
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23 May 2019 Bernard Aw
Japan’s manufacturing woes persisted in the middle of the second quarter, according to flash PMI, as intensifying trade war fears weighed on...
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23 May 2019 Bernard Aw
Flash PMI shows Australian economy lurching back into growth territory midway through the second quarter, driven by a revival in services activity....
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21 May 2019 David Owen
Reflective of declining sentiment amid social and economic woes, President Cyril Ramaphosa now has a hard task to bring the country out of its...
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21 May 2019 Joseph Hayes Chris Williamson
Japan’s economy expanded more than expected in the opening quarter of 2019, but growth looks set to weaken in the second quarter
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20 May 2019 Chris Williamson
IHS Markit PMI data outperform ISM and regional manufacturing surveys in accurately predicting official data
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17 May 2019 Rajiv Biswas Sian Jones Chris Williamson Joseph Hayes
Economic data will take a back seat to escalating US-China trade tensions, the impact of which is the focus of our special report. Similarly...
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16 May 2019 Tom Marecki
IHS Markit has been monitoring exchange activity in advance of the June 3 go-live date for UMBS TBA, which will be a key milestone for the TBA...
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15 May 2019 Chris Williamson
Weak labour market survey data have contrasted with encouragingly buoyant official data in recent months, but behind robust headline numbers...
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14 May 2019
The following case study provides an analysis of fair value results for the Japan Golden Week stock exchange closure that spanned six days from...
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13 May 2019
We review performance of our ESG factors and screens first introduced in 2009, as well as extend our research to global markets.
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13 May 2019 Sian Jones
The Greek manufacturing sector has provided one of the few sparks of light in the general gloom of PMI figures across the global goods-producing...
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13 May 2019 David Owen
Survey data has shown manufacturers struggling at the start of 2019, with heavy users of aluminium having seen business conditions deteriorate...
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09 May 2019 Nicholas Godec, CFA
Leveraging the iBoxx Tradable Indices and Evaluated Bond Pricing, IHS Markit’s own Nick Godec provides a glimpse into the YTD performance of...
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09 May 2019 Bernard Aw Sian Jones Joseph Hayes Chris Williamson Rajiv Biswas
US-China trade wars will be at the forefront of the news flow in the coming week, amid the spectre of escalating tit-for-tat tariffs. Our special...
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09 May 2019
We review factor performance in April 2019.
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07 May 2019
This report summarizes the scrip dividend trend in EMEA
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