Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 106

Marketing Treasury Valuation Investments 106

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Semperis’s CFO insists on a robust framework within which sales efforts align precisely with company goals and resources are invested in segments that drive the most value.

CFO 52

CFO Investments Concentration Restructuring 52

Barry Ritholtz

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Inefficient markets can lead to unexpectedly better returns. How does this affect VC investing?

Investments 52

Investments Valuation Startups Concentration 52

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

PYMNTS

DECEMBER 16, 2020

Because of the lack of competition, the federal Commission on Economic Competition said the processing fees have gotten too high and incentives have been lowered for investing in new systems that could be safer for handling transactions and avoiding breakdowns.

Concentration 83

Concentration Banking Economics Accounting 83

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 96

Marketing Treasury Currencies Valuation 96

CFO News Room

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

Barry Ritholtz

NOVEMBER 27, 2024

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. This is how models depict the economy. Once the surface settles down, repeat the exercise.

Concentration 80

Concentration Forecasting Retail Marketing 80

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. There is often a disparity in how individual markets can keep pace with infrastructure developments.

Concentration 105

Concentration Investments Securities Finance 105

CFO News

JULY 21, 2024

Taxation of capital gains from equity ownership has gained popularity in the Indian budget, aiming to direct household savings into more productive investments. India's stock market is mature, and the effective tax rate favors capital, causing wealth concentration and tax arbitrage between wage and capital income.

Concentration 40

Concentration Budgeting Investments Marketing 40

Global Finance

JUNE 6, 2024

The headline announcements appeared to reflect a larger shift in how and where major corporations are investing in office space—and where they are not. In March, global real estate consultant Knight Frank projected that the offshoring market in Asia-Pacific will more than double by 2032, fueling an additional 4.7

Concentration 105

Concentration Manufacturing Economics Finance 105

CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions.

Concentration 130

Concentration Investments Securities Currencies 130

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 72

Concentration Analyzing Data Tax Planning Leverage 72

Barry Ritholtz

MARCH 9, 2024

Momentum in the job market picked up aggressively over the past year — all while Washington is deadlocked on a border deal ( Washington Post ) • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years. And at the lessons learned.

Concentration 122

Concentration Forecasting Banking Securities 122

CFO News

JUNE 6, 2023

The Securities and Exchange Board of India (SEBI) has proposed a new rule to track the source of foreign money for high-risk investors in an effort to root out questionable foreign investment in India’s publicly traded companies. If passed, the new rule would require any investor with more than INR 250 billion ($3.3

Concentration 52

Concentration Compliance Investments Securities 52

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 92

Concentration Treasury Budgeting Leverage 92

Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. size, industry, location) of early mutual funds. Specifically, 'high-quality' companies share several similar fundamental characteristics.

Concentration 72

Concentration Economics Investments Leverage 72

Barry Ritholtz

DECEMBER 30, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 52

Concentration Restructuring Leadership Investments 52

Global Finance

OCTOBER 14, 2024

The ultimate prize is an evolving market projected to reach $1.3 trillion in assets by 2029, according to a recent report by Research and Markets. Banks need to grow, and there’s little room for that in markets such as China or Europe right now,” explains William Trout, director of Securities and Investments at Datos Insights.

Banking 59

Banking Investments Concentration Prioritization 59

Barry Ritholtz

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 69

Concentration Restructuring Leadership Investments 69

Barry Ritholtz

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Forecasting 98

Forecasting Concentration Valuation Economics 98

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

Marketing 60

Marketing eCommerce Concentration Sales 60

PYMNTS

MAY 14, 2018

Taking a page from Goldman Sachs’ book, Morgan Stanley is beginning to lend to FinTech startups in Brazil as it seeks more of a return on its investments. Morgan Stanley’s move comes at a time when the Brazil FinTech market is exploding. Fortress Investment Group also took part in that deal.

Marketing 46

Marketing Concentration Startups Investments 46

Global Finance

OCTOBER 14, 2024

Latin America has established itself as a magnet for fintech investment. billion in investments for financial technology providers over the past 10 years, with Brazilian companies making up 66.7% But this year alone, through June 30, has seen 83 deals worth $800 million, equal to 80% of all investments in fintechs in 2023.

Investments 52

Investments Concentration Banking Technology 52

Global Finance

JULY 26, 2024

Meanwhile, Nordea’s foreign exchange (FX) automation has evolved into a “comprehensive treasury management autopilot” that includes daily FX, FX hedging, and money market products, according to the bank. ICD takes home the Best Investment Management Solution award.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Global Finance

JULY 26, 2024

The expansion of Citi’s Intelligent Pooling Solutions across Asia continued in 2023; while Citi Interest Optimization (CIO) end-to-end, straight-through onboarding has been expanded to 12 Asian markets, with automated system setup and validations to improve the client experience with faster turnaround on selected CIO requests.

Cash Management 52

Cash Management Treasury Foreign Exchange Concentration 52

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Ari Rosenbaum : The challenge with that is that markets go up more often than they go down. Equity returns. Barry Ritholtz : Okay.

Concentration 98

Concentration Investments Accounting Marketing 98

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. This article discusses some of the key takeaways from that report.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

CFO News Room

NOVEMBER 16, 2022

In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence. Develop better monitoring systems.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

Future CFO

DECEMBER 18, 2020

FutureCFO spoke to three executives for their expressed views on the impact of COVID-19 on the Asia Pacific’s (APAC) credit market: Mike San Diego, chief financial officer at JK Capital Finance; James Ponsford, regional director & growth leader, Credit Solutions, Asia at Aon; and Matthew Wells, APAC regional commercial director for Euler Hermes.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 84

Concentration Financial Analyst Investments Marketing 84

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. First Rule of Running Other Peoples’ Money? Do No Harm (March 20, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

NOVEMBER 27, 2023

My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries.

Concentration 98

Concentration Construction Advertising Treasury 98

Barry Ritholtz

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

Investments 59

Investments Valuation Concentration Marketing 59