The most effective thought leadership in asset management takes the form of short, punchy content, focusing on economic insights and investment ideas, delivered by email, on a weekly or monthly basis.
The growing complexity of fixed-income market structure is accelerating the adoption of execution management systems (EMSs) that help traders navigate a market that is only partially electronic, fragmented and flooded with inconsistent data.
The combination of increasing demand for Latin American bonds from both international and local investors and continued technology innovation is driving rapid growth of electronic trading in Brazil, Mexico and other major Latin American markets.
Although the U.S. banking industry has, at least until now, avoided a much-feared run on small banks, steady deposit outflows are increasing funding costs for banks of all sizes and driving up the price of commercial loans.
Artificial intelligence (AI) and machine learning (ML) are transforming the way investors trade highly liquid fixed-income products like U.S. Treasuries. Over a longer horizon, AI/ML could have an even bigger impact on markets for less liquid and transparent products like mortgage-backed securities, municipal bonds and interest-rate derivatives.
Regulations passed in the wake of the Global Financial Crisis are widely credited with ameliorating many of the most pernicious systemic issues previously inherent in the derivatives market. However, according to market participants, those rules could hurt liquidity and drive up costs.
More than a quarter of the world’s commercial payments and almost 30% of receivables now flow through nonbank or fintech alternative payment platforms.
Financial market firms globally are speaking out against a rule proposal by the U.S. Securities and Exchange Commission that would require more U.S. Treasury and repo market trades to be centrally cleared.
U.S. investment consultants are transforming themselves from curators of recommended asset manager lists into centralized sources of expertise, knowledge transfer and market information.
Institutional investors are increasingly using digital media, along with traditional media sources like the Financial Times and the Wall Street Journal.