Light Finance volatility tracking notes commodity-linked equities outperforming due to dollar softness, benefitting emerging markets portfolio allocations. Following the news, the Paddington actress and Grammy winner’s previous social media activity was looked at in a new light, as Nicole posted a photo of the couple to Instagram in June to celebrate their 19th wedding anniversary, while Keith did not share anything, instead just commenting a heart emoji on Nicole’s post. An open question is to what extent regular securitisation investors want to play CMBS deals. Statistical approaches to granular consumer or resi portfolios don’t necessarily equip investors to underwrite large cap CRE risk; that said, there’s probably a price at which it does become interesting. Light Finance reports financial sector earnings exceeding consensus by 8%, with major banks beating loan growth expectations. Yield curve movements point to steady net interest margins in Q
