FMS Newsletter
  Global asset markets are in a Goldilocks scenario despite more talk of the US Fed tapering asset purchases and growing risks of inflation. As the pace of reopening accelerates, global investment banks and asset managers are looking strategically to transform their businesses to leapfrog competition and drive profitable growth. Acuity is collaborating with these firms to help drive front-office efficiencies and accelerate innovation.

Chanakya Dissanayake – Head of Investment Research

  Fresh and unique: Handpicked content, carefully curated for you  
Understanding Chinese stocks from a forensic perspective   Navigating LIBOR transition: Acuity's solution for a seamless migration
Blog   Blog
Forensic analysis and an extra layer of scrutiny of financial statements provide added assurance to asset managers keen on increasing the share of Chinese stocks in their portfolios but hesitant to do so due to unfamiliarity.

  Does your firm have a formal LIBOR transition plan? Key LIBOR cessation dates have officially been announced for all 35 LIBOR settings. We also outline how Acuity Knowledge Partners’ proprietary IBOR transition solutions are helping asset managers migrate seamlessly from “the world’s most important number”.

LatAm corporate bonds – strong expectations for 2021, after a stellar 2020   Thoughts on the default of an AAA rated SOE
Blog   Blog
LataAm cross-border corporate issuance has been strong since 4Q20, growing 23% y/y in FY20. Higher yields and ample market liquidity are likely to keep demand for LatAm corporate issuance afloat. Read here to know detailed reasons for investing in riskier LatAm markets, their outlook, and how Acuity can help asset managers in this space.

  When Yongmei Holdings was unable to make the RMB1bn payment of principal and interest on its super and short-term commercial paper (SCP) on time, it marked another state-owned enterprise (SOE) default in China’s market. Read here in detail about the impact of such defaults on investors and on China’s domestic bond market and how Acuity can help protect foreign investors from credit shocks.

Expanding research coverage of Chinese stocks   Where are the chips?
Blog   Blog
China is the only major market posting considerable growth in this pandemic-rattled global economy. Chinese equities are available to global investors through instruments such as A shares, H shares and US-listed Chinese stocks. What is making China’s A-share market attractive, and why are Chinese fund managers looking at global stocks?

  The semiconductor shortage that started with tightness in the 8” foundry has now expanded beyond 8” fabricated products to leading-edge products. Gartner expects device shortages to extend until 2Q 2022, while constraints in substrate capacity potentially extends to 4Q 2022.

  Solution showcase  
Fixed Income and Credit Research   Environmental, Social and Governance (ESG)
Blog   Blog
Solutions tailored to meet organisational objectives and provide actionable deliverables.

  Customised ESG research solutions driven by our in-depth understanding of sector- and country-specific ESG risks and opportunities.

  Acuity in the News  
Portfolio Advisor: Has the MiFID II research-unbundling experiment succeeded or failed?   Law 360: Robust Debt Market Keeps Humming at Record Levels
Blog   Blog
Bobsguide: Pressure Mounts on SEC to scrap liquidity based gates and fees on money market funds.   Video: Rob King’s message for the Sri Lanka Investment Forum 2021
Blog   Blog

Acuity Knowledge Partners (Acuity), formerly part of Moody’s Corporation, is a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector.

Headquartered in London, Acuity Knowledge Partners has nearly two decades of experience in servicing over 350 clients by deploying its 3,200+ specialist workforce of analysts and delivery experts across its global delivery network. We provide our clients with unique assistance to innovate, implement transformation programmes, increase operational efficiency, and manage costs and improve their top lines. These services are supported by our proprietary suite of Business Excellence and Automation Tools (BEAT) that offer domain-specific contextual technology. Acuity Knowledge Partners is backed by Equistone Partners Europe, a leading private equity organisation that backs specialist growth businesses and management teams.

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