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He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.
As the Asia-Pacific region faces a financial revolution, micro-investments gain traction in transforming how people engage with financial markets. Nellutla enumerates key trends driving micro-investments in APAC: 1. The Rise of ESG and Sustainable Investing Consumers in APAC are increasingly conscious of where their money goes.
Debt markets were busy last year, but 2025 is off to a slow start as issuers take a wait-and-see approach. Debt capital markets enjoyed a 36% surge in total deal volume in 2024 compared to 2023, according to Dealogic. Japan was the only major market to decline, by 3%. trillion of investment-grade and $419.8
The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. billion in bonds across over 30 issuances.
Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. Standard Chartered emerged as the top lender in infrastructure finance, focusing on both emerging markets and sustainable projects.
Until more information becomes available, lets celebrate the investment banks that brightened up the M&A landscape in 2024. AN Africa Absa Africa is becoming a high-value frontier market. As a top Asian investment bank, UBS completed 30 transactions last year with a total deal value of $14.4
One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth.
This move underscores Nippon Lifes ambition to bolster its global presence amid a shrinking domestic market due to Japans aging population and low-interest-rate environment. million policies, it provides Nippon Life with a platform to penetrate the US, the worlds largest life insurance market.
It has played pivotal roles, serving as co-chair of the Transition Finance Taskforce of the Green Investment Principle (GIP) for the Belt and Road initiative, vice-chair of the China Council of the Sustainable Markets Initiative (SMI). Leadership in the Green Bond Market In the first half of 2024, BOC underwrote 98.37
In the TMT sector, the UKs Competition and Markets Authority approved a $19 billion merger between telecommunication companies Vodafone UK and Three UK, creating a mobile network provider with more than 27 million customers. billion in 121 projects across six countries, nearly double the amount it invested in 2023.
Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives.
If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. Nordea is experimenting with AI to enhance the delivery of digital services to SMEs by improving time to market. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value.
At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.
During a turbulent market downturn, CFO Brian Robins led a critical divestiture of non-core assets. Now watch the complete episode In this discussion, CFO Brian Robins outlines GitLabs strategic approach to leveraging AI across both product development and finance operations.
Chief financial officers indeed play a pivotal role in the company’s digital transformation as they are in charge of aligning financial goals with technological advancements, but as the Finance function undergoes several shifts to keep up with the market, they also face tasks of fulfilling newer roles. One of which, of course, is ESG.
This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. Trade responsibly, for the Market is fragile.”
Key Drivers for Shifting to Cloud ERP Agility and Flexibility: Businesses are seeking ERP solutions that can quickly adapt to changing market conditions. Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments.
However, the increasing complexity of global markets and the pace of technological change have redefined this role. She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives.
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.
At the Asia-Pacific Economic Cooperation summit in Peru last November, Indonesias new President Prabowo Subianto, who began his term in October, emphasized that foreign investments would be protected by a solid legal framework, and highlighted incentives and a commitment to liberalizing ownership laws. Itll get to $3.65
In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth.
Frequently referred to as leverage, debt has the potential to fuel growth, drive strategic initiatives, and propel businesses to new heights. Like a lever that multiplies force, debt, when used judiciously, magnifies a business’s potential for expansion, innovation, and market dominance.
In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.
In July, US global investment company and hedge fund, Citadel LLC, and Japanese energy startup, Energy Grid, announced their intent to enter a strategic partnership. Details of the deal were undisclosed, though it represents the first major step into Japan’s wholesale energy market by the Miami-based firm.
With a high job satisfaction rate and a healthy real estate market, more people are turning to the real estate industry. Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?
For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations. A colleague hints at leveraging this information to trade shares. Businesses built on ethical foundations are more resilient, attract better talent, and enjoy stronger reputations in the market.
Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. return in new onboarded client revenue for every $1 spent in marketing. return in new onboarded client revenue for every $1 spent in marketing.
What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.
According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.
That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit. . Check rules of thumb : Investing and corporate finance are full of rules of thumb, many of long standing.
Cloud-based ERP enables midsize businesses to reduce implementation costs and take advantage of subscription-based models that reduce upfront investment and enable users to access information on any device from any location. Integrated AI and e-commerce with digital marketing. Scalability.
The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Invest in strong financial systems that allow for dual reporting. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones.
Traditionally focused on cost control and profitability, Soh thinks the CFO role has evolved as ESG considerations become central to business resilience, investments and long-term value creation. Access to sustainable finance also helps businesses offset upfront costs associated with green investments.
Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.
His career illustrates how finance leaders can drive strategy by immersing themselves in operations, leveraging data insights, and aligning financial decisions with long-term business value. We operate in a highly competitive market alongside companies like Cisco, HPE, and Juniper Networks.
Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?
Consumer-focused private equity plays a pivotal role in shaping market trends and influencing the dynamics of the modern economy. E78 explores the significant contributions of consumer private equity to market trends, examines its broader impact, and addresses critical questions, including whether private equity is good for consumers.
Business case assessment When organizations consider major investments or initiatives, building a strong business case is essential to evaluate feasibility and ROI. Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective.
SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.
Country Risk: Drivers and Measures. An investment in Nigeria or Turkey clearly exposes a firm or investor to more risks than an otherwise similar investment in Germany or Canada, but why? Country Risk: Equity Risk .
But with limited resources to invest in elaborate marketing campaigns, how can newer advisors leverage a multi-tactic approach to attract new clients and grow their firms? This approach allows advisors to get their name and brand spread across more areas, increasing the breadth of their marketing with just 1 piece of content.
By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.
By entering the French market, the bank seeks to foster cross-border trade between Africa and Europe, leveraging technology to facilitate seamless financial transactions. France, home to a large African diaspora and a key trading partner for African nations, offers a strategic gateway for Vista Bank to expand its services.
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