Global Finance

DECEMBER 9, 2024

The conversation followed up on our discussion last year of the exit of some foreign banks from African markets and the new emphasis this places on the expansion of domestic banks, including pan-African institutions. How is this playing out in your markets? But were still sitting at the 3% levels. We need foreign savings.

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFO Talks

NOVEMBER 13, 2024

Achieving the Right Balance of Risk and Return in Corporate Investments When handling corporate investments, CFOs often face the balancing act between risk and return. Know Your Comfort Zone for Risk Before diving into investments, have a clear discussion with your board or executive team about your company’s tolerance for risk.

Investments 92

Investments CFO Economics Financial Modeling 92

Global Finance

DECEMBER 6, 2024

Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? Daniel Wild: Sustainable investing has become a core component, with the approach becoming increasingly nuanced to reflect clients goals. GF: How crucial is it for banks to develop proprietary models for sustainable investing?

Investments 104

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Global Finance

APRIL 4, 2025

On March 21, Ethiopia issued its first-ever investment banking licenses, marking a historic shift in the nations financial sector. The Ethiopian Capital Market Authority (ECMA) granted the licenses to CBE Capital S.C. and Wegagen Capital Investment Bank S.C., both linked to major Ethiopian banks.

Investments 69

Investments Banking Economics Financial Systems 69

Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

Investments 96

Investments Quantitative Data Construction Marketing 96

Future CFO

NOVEMBER 19, 2024

The future of the initial public offering (IPO) market in the Southeast Asian region comes with expected interest rate cuts alongside easing inflation may create a more favourable environment for IPOs in the years ahead, according to Deloitte. The post Southeast Asia's IPO market poised for rebound in 2025 appeared first on FutureCFO.

Marketing 98

Marketing Healthcare Currencies Numbers 98

Barry Ritholtz

MARCH 30, 2025

Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

Investments 72

Investments Finance Marketing 72

Barry Ritholtz

DECEMBER 30, 2024

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.

Investments 59

Investments Performance Measuring Leverage Securities 59

Global Finance

DECEMBER 27, 2024

Tanzanias socioeconomic transformation drives economic dominance by attracting substantial investments and dominating intraregional trade. Stable democracy, accompanied by critical economic reforms and interventions, has seen Tanzania emerge as a bastion of foreign direct investment (FDI). Outsiders, however, are taking note.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Planning 98

Planning Marketing Forecasting Securities 98

Barry Ritholtz

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. She also covers all sectors in Africa.

Investments 69

Investments Finance Marketing 69

Tips Watch

APRIL 9, 2025

By David Enna, Tipswatch.com Just a week ago, in the early stages of our brand-new “Tariff Crisis,” the stock market was falling sharply and the U.S. Treasury market was acting as a safe haven, with yields falling as buyers poured … Continue reading →

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Treasury Marketing Finance Investments 73

Global Finance

MARCH 3, 2025

It used to be tough investing in private market assets. The development of open-ended, evergreen funds that allow investors to periodically redeem sharestypically, monthly or quarterlyand carry relatively low investment minimums have made private market investing accessible to just about everyone. Not anymore.

Marketing 59

Marketing Investments Forecasting Banking 59

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Global Finance

APRIL 5, 2025

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

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

Global Finance

APRIL 5, 2025

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.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Global Finance

APRIL 5, 2025

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.

Investments 52

Investments Banking Finance Economics 52

Future CFO

FEBRUARY 19, 2025

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.

Investments 52

Investments Leverage Securities Marketing 52

Barry Ritholtz

MARCH 20, 2025

This will run its course over the next few weeks and months… There are lots of reviews trickling in, and I want to share one from someone you may not be familiar with: John Tamny of Real Clear Markets. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

Investments 59

Investments SAP Communication Marketing 59

Global Finance

APRIL 5, 2025

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.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Barry Ritholtz

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

Forecasting 138

Forecasting Entertainment Investments Treasury 138

Global Finance

APRIL 5, 2025

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

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

Global Finance

DECEMBER 18, 2024

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115

Banking Education Analyzing Data Economics 115

Global Finance

JANUARY 31, 2025

For over five decades, Ethiopia held the dubious distinction of being Africas second most populous nation and one of the fastest-growing economies without a stock market. The ESX offers the private sector a solid platform to raise capital at significantly lower costs, says Pragma Investment Advisory CEO Mered Fikireyohannes.

Economics 66

Economics Marketing Finance Banking 66

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

Barry Ritholtz

NOVEMBER 26, 2024

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.

Investments 59

Investments Currencies Financial Systems Marketing 59

Barry Ritholtz

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

Investments 59

Investments Economics Numbers Marketing 59

CFO Thought Leader

FEBRUARY 25, 2025

Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives.

Investments 52

Investments CFO Leverage Marketing 52

CFO Dive

AUGUST 6, 2024

Companies that invest in the pricey technology may need to wait two to three years on average to see a return on investment, market analyst Ash Sharma said.

Investments 284

Investments Technology Marketing 284

Barry Ritholtz

MARCH 15, 2025

I did a fun interview with Jack Hough of Barron’s — we were scheduled to discuss How Not to Invest , and he used our convo as a leaping off point to discuss what we should be doing in 10% downturns. Jack Hough : “I am intrigued by the title of your book and I’ll tell you why.

Marketing 52

Marketing Investments 52

Musings on Markets

JANUARY 17, 2025

In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitalization from 42% in at the start of 2023 to 44% at the start of 2024 to 49% at the start of 2025.

Treasury 127

Treasury Valuation Marketing Forecasting 127

Musings on Markets

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

Future CFO

MARCH 26, 2025

According to him, ESG is now central to the way markets operate, how investors allocate capital, and how societies define responsible enterprise. He enumerates five defining ESG trends are reshaping the business and investment environment in the archipelago: 1. In the electric vehicle (EV) space, the impact is already visible.

Investments 52

Investments Compliance Construction Finance 52

Musings on Markets

JANUARY 31, 2025

For those of you who have been tracking the market, the AI segment in the market has held its own since September, but even before the last weekend, there were signs that investors were sobering up on not only how big the payoff to AI would be, but how long they would have to wait to get there.

Valuation 133

Valuation Numbers Marketing Investments 133

CFO Talks

NOVEMBER 6, 2024

Navigating Market Shifts: Practical Finance Strategies for South African Businesses The economy is in constant motion, and financial strategies that worked last year may not hold up today. Lower rates could mean it’s a good time to invest, while higher rates might prompt caution with new debt.

Finance 52

Finance Marketing Auditing Budgeting 52

Global Finance

MARCH 5, 2025

As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. And 75% of that amount in Brazil is indeed invested in the energy and oil sectors.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115

Musings on Markets

DECEMBER 11, 2024

It has sometimes got me some blowback, when I expressed my views about value investing being rigid, ritualistic and righteous and the absolute emptiness of virtue concepts like ESG and sustainability, but so be it. I am aware of things that I need to work on.

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