CFO News Room

FEBRUARY 4, 2022

The benchmark 10-year U.S. Expectations that the Federal Reserve will raise rates multiple times in 2022 sparked an early year bond rout that has jarred financial markets, fueling declines in stocks and other riskier investments. Government bond yields surged world-wide after a strong report on the U.S.

Benchmarking 130

Benchmarking Treasury Economics Banking 130

Global Finance

OCTOBER 10, 2024

Azerbaijan Taleh Kazimov: B+ Central bank Governor Taleh Kazimov, in office since 2022, had a boost in July when Fitch Ratings upgraded Azerbaijan’s long-term foreign currency issuer default rating to BBB- from BB+ with a stable outlook. In September, the PBoC cut its benchmark seven-day interest rate by 20 basis points to 1.5%

Benchmarking 98

Benchmarking Foreign Exchange Forecasting Economics 98

PYMNTS

JANUARY 29, 2019

Much of that spend (nearly one-third, by Gartner accounts), will go toward investment in consulting and implementation services as companies seek guidance for changing cybersecurity regulations like GDPR in Europe. Less than half of IT professionals in the U.S.

Investments 59

Investments Compliance Education Benchmarking 59

PYMNTS

MARCH 31, 2017

While the debate stems from differing ideologies on block size , the controversy calls into question the ability of a digital currency without a central authority to update and innovate itself in any meaningful way. Given the outcomes for the prior two, things look grim for the viability of their Bitcoin Investment Trust.

Currencies 65

Currencies Benchmarking Startups Securities 65

Global Finance

SEPTEMBER 9, 2024

Foreign direct investment in Czechia is strong as well, with over 2,100 projects currently underway and stock topping $200 billion: almost double the total of 10 years ago. Currency: koruna. Although the capital city of Prague remains the wealthiest region, investment has spread throughout the country. expected in 2024, 2.5%

Manufacturing 97

Manufacturing Transportation Investments Economics 97

Future CFO

NOVEMBER 7, 2019

The Bank of Thailand has recently cut its benchmark interest rate again. Retail investors will be allowed to invest up to $200,000 a year in foreign securities, without being required to invest via a Thai intermediary institution. Thai investors can trade gold in foreign currencies.

Benchmarking 52

Benchmarking Currencies Investments Securities 52

PYMNTS

APRIL 14, 2020

It stands to reason that firms that have been around for decades, with far-flung operations and payments done across multiple currencies, have a range of legacy systems in place with less-than-efficient processes entrenched in back-office functions. Different Approaches To APIs.

Cash Flow Forecasting 92

Cash Flow Forecasting Treasury Foreign Exchange Benchmarking 92

PYMNTS

JULY 29, 2019

and Europe, the Swiss central bank has taken steps to weaken the Swiss franc and put rising pressure on the currency, according to a report by The Wall Street Journal. This looks like intervention,” said Thomas Flury, global head of currency strategy at UBS Wealth Management. “It francs per euro, which many analysts say is a benchmark.

Foreign Exchange 46

Foreign Exchange Benchmarking Currencies Banking 46

PYMNTS

AUGUST 7, 2019

The case could end up being a benchmark for how digital offerings will be defined moving forward. The company came up with a strategy to combat this by introducing a digital coin called “Kin,” which was presented to investors as a potential investment opportunity, the SEC alleged. million versus expenses of $32.3

Benchmarking 46

Benchmarking Currencies Securities Investments 46

VCFO

JANUARY 27, 2022

Consider whether setting up credit cards and/or the ability to take payment in alternative currencies is advantageous for your business if it accelerates payment. When making decisions in this area, think in terms of time and money invested in your workforce. Benchmark employee compensation to competitors and across industries.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

PYMNTS

APRIL 6, 2018

In investment news, Chainalysis has notched $16 million in Series A funding from Benchmark , TechCrunch reported. As a result, investors may feel pressure to sell those assets – and the market could see a large outflow from digital currencies to the U.S. dollar before the April 15 tax filing deadline.

Benchmarking 41

Benchmarking Currencies Investments Marketing 41

Global Finance

FEBRUARY 4, 2025

MUFG says that clients who implement a dynamic discounting offering enjoy a typical average annualized yield of between 10% and 12% APR, significantly outperforming most internal investment hurdle rates or returns on short-term cash.

Finance 52

Finance Invoicing Banking Manufacturing 52

PYMNTS

AUGUST 24, 2017

In a sense, digital currencies began via online payments, which have then shifted into the creation of cryptocurrency like bitcoin, Ethereum and dogecoin. Cryptocurrencies are far more like a commodity (limited supply) than fiat currency (governments create more supply all the time), Horadan said. “It

Currencies 46

Currencies Benchmarking Finance Retail 46

PYMNTS

NOVEMBER 22, 2019

That estimation comes from analytics firm Credit Benchmark. This means future investments could be curtailed. High leverage and riskier debt, amid trade and currency risks, makes for a dangerous mix. The Wall Street Journal reports that such risk is 2.5 times greater than what is seen with public companies. The lenders?

Leverage 43

Leverage Benchmarking Restructuring Currencies 43

Global Finance

JUNE 6, 2024

This dollar-pegged stablecoin bridges the gap between digital and fiat currencies and is a reserve of value for economies experiencing volatility. With this investment, the bank aims to have a more technical branch to support investments in the carbon markets and environmental assets.

Banking 52

Banking Benchmarking Leverage Prioritization 52

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. I mean, it’s an age old thing in investing and trading.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 120

Investments Marketing Profit and Loss Banking 120

PYMNTS

JUNE 15, 2018

From warehouse robots to R&D analytics, the B2B startups covered in this week’s VC Investment roundup scored close to $200 million from investors. that topped the week with a $60 million investment. The investment was led by 8VC, with participation from previous backers, including Fontinalis Partners and Story Ventures.

B2B 40

B2B Startups Finance Investments 40

Focus CFO

NOVEMBER 18, 2024

The goals for the year function as a high-level business plan, detailing certain benchmarks that the company wants to achieve. Other guidelines may relate to salary changes, expected changes in foreign currency expectations, fluctuations in labor costs, and outsourcing costs. The budget must be closely aligned with these goals.

Budgeting 52

Budgeting Economics Benchmarking CFO 52

Global Finance

OCTOBER 10, 2024

The Central Bank of Bolivia (BCB) maintains the currency (the boliviano) pegged to the US dollar, helping to keep inflation in check. Last February, Fitch downgraded Bolivia’s long-term foreign currency issuer default rating (IDR) to CCC from B-. The IMF has been very critical of introducing bitcoin as an official currency.

Economics 52

Economics Currencies Foreign Exchange Banking 52

PYMNTS

APRIL 18, 2018

PayNet’s data, which analyzed small business borrowing activity in February, found only a slight increase in SMB investment, but the seventh month in a row of loan origination decreases. jobs data are all affecting the currency, but that strong economic performance in the country is a good sign. “If

Marketing 40

Marketing Profit and Loss Currencies Benchmarking 40

PYMNTS

DECEMBER 1, 2017

All of this [bad] news is expected to impact the rather complex investment deal that Uber and a SoftBank-led consortium are trying to close in order to add $7 billion to the $10 billion flow into Uber’s coffers. It also had a lot of people asking what’s next for a company presently valued at nearly $70 billion that has raised over $11.5

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

PYMNTS

JUNE 30, 2016

In the very near future these companies may see the valuation of their businesses diminish, capital requirements change and even more investors looking to invest in the E.U. From the point of view of BlueSnap, Brexit may provide an opportunity to help merchants sell cross-border and deal with currency and taxes. is yet to be seen.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. One recommendation was to establish baselines for the business based on prior experience, or to use external benchmarking information to evaluate performance and risk.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

Onplan

NOVEMBER 30, 2022

Key features — The top features each platform is known for or has invested in. Benchmarking and KPI tracking across the organization to stay on course. Since Workday acquired Adaptive Planning, they’ve invested a lot in making the two systems work well together. It also offers convenient multi-currency management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Global Finance

OCTOBER 10, 2024

While hydrocarbons still dominate the economy, the authorities and the BoA are focused on modernizing the banking system to boost private sector growth and investment. The local currency, the Kwanza, has lost about 37% of its value in the past 12 months as the consumer price index marched steadily to a record level in August.

Benchmarking 75

Benchmarking Economics Currencies Banking 75

Global Finance

DECEMBER 6, 2024

This is particularly true given the faster investment returns and higher geopolitical tensions experienced by the affluent in 2024. These include first-class risk analytics and portfolio management services that serve as a benchmark for many in the industry. Global Winners Best Private Bank In The World: J.P.

Banking 97

Banking Education Leadership Investments 97

PYMNTS

JULY 24, 2019

With such an outcome having been largely expected, sterling’s immediate reaction has been muted as the news was already priced in,” reflected Caxton FX currency expert Michael Brown in an interview with Express.co.uk And while expected currency fluctuations resulting from Brexit will surely mean U.K.

Foreign Exchange 57

Foreign Exchange Currencies Treasury Benchmarking 57

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. HSBC sponsored the team to invest in India and South Asia.

Investments 100

Investments Numbers Economics Marketing 100

PYMNTS

SEPTEMBER 25, 2017

The new version of the App Store was crafted to drive more app discovery and downloads through the separation of apps and games, increased investment in editorial content and features like “App of the Day,” which gives exposure to different developers daily. In 2016, that percentage dropped to 0.05

Concentration 67

Concentration Benchmarking Securities Currencies 67

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Global Finance

MARCH 18, 2025

Dyslin, Global CIO and President of Global Investments, discusses managing yen exposure, the role of private investments in the insurance giants $100 billion portfolio, and big insurance M&As. Dyslin: We dont actively reposition the portfolio based on macro conditions like interest rates or currency fluctuations.

Investments 114

Investments Benchmarking Finance Securities 114

Global Finance

DECEMBER 9, 2024

Qatar is looking to become a regional model for high-value financial services and a hub for investments and business. This has been reflected in recent local-currency, corporate listed issuance and strong issuance parameters from recent US dollar issuances, both senior and tier 1, predominantly sukuk.

Marketing 105

Marketing Treasury Finance Concentration 105

Global Finance

MARCH 3, 2025

Still, Many other issuers, such as sovereigns, view the rigorous new requirements [of the GBS] as a significant hurdle, according to a late-January blog post by global investment firm Franklin Templeton. Project Trinity marked Cathays debut investment in Taiwans offshore wind market.

Finance 90

Finance Construction Banking Benchmarking 90

Barry Ritholtz

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. No, I think that that’s the part of it that I find the most interesting is the idea that, you know, a stock price doesn’t really have a, you know, the fair value of an an investment instrument is somewhat arbitrary. Right, right.

Finance 59

Finance Marketing Numbers Investments 59