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. In October, the firm partnered with the European Investment Bank (EIB) to create a portfolio of bank guarantees of up to 1 billion (about $1.1

Investments 52

Investments Banking Finance Economics 52

CFO Thought Leader

JANUARY 8, 2025

Later, he joined Monday.com when it was still a small startup, helping scale the organization through multiple investment rounds and significant secondary transactions. Now as CFO of Salt Security, he applies the same philosophy of aligning metrics with execution to drive both rapid expansion and operational discipline.

CFO 75

CFO Securities Auditing Prioritization 75

Global Finance

APRIL 5, 2025

The GEM sectors wave of M&A was driven by the race for resource security. billion aimed at promoting energy security as well as vital infrastructure, and food security; and at sponsoring trade in the war-torn country. 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

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Only spending by Social Security recipients counts toward GDP. That has been the case over decades of reading everything. ” [Chart 2].

Investments 124

Investments Economics Securities Budgeting 124

Global Finance

OCTOBER 30, 2024

The QIA (Qatar Investment Authority) is the wealth manager of the State of Qatar. QIA invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. billion ($2.63 billion ($2.63

Investments 59

Investments Entertainment Healthcare Manufacturing 59

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. Goldman Sachs did its part and secured all the most important deals of the year globallyespecially in North America. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

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

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

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

OCTOBER 29, 2024

Recent climate catastrophes have raised the bar for securing funding to address global warming. This year’s participants are expected to adopt a new target for the collective investment they pledge to make each year toward climate action. Last year, the bank’s annual green finance investment totalled close to €7 billion ($7.3

Finance 111

Finance Transportation Investments Nonprofit 111

Global Finance

DECEMBER 3, 2024

Global Finance spoke with Laziz Kudratov, Uzbekistan’s Minister of Investment, Industry and Trade. We have recently secured a $13.1 billion investment from ACWA Power for 9.6 GW wind and solar power projects, and we partnered with Masdar for 2 GW green projects with investments of $1.7 From 2017 to 2023, we attracted $9.7

Economics 116

Economics Pharmaceutical Education Investments 116

Global Finance

FEBRUARY 5, 2025

That goal will depend partly on the success of an associated Foreign Direct Investment Strategy aimed at significantly boosting FDI across the board. Also worth noting, considering its energy security has always been a concern, is the governments commitment to renewables. The goal is for Turkey to account for 1.5%

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

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

Global Finance

OCTOBER 30, 2024

The QIA (Qatar Investment Authority) is the wealth manager of the State of Qatar. QIA invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. billion ($2.63 billion ($2.63

Investments 98

Investments Entertainment Healthcare Manufacturing 98

Global Finance

OCTOBER 28, 2024

Despite security threats and political unrest, tiny Togo is attracting outsize interest from foreign investors. The picture is clouded by security challenges arising from attacks by bandits in the northern region and sea pirates’ raids on the coastal south. None of which, however has thus far discouraged foreign direct investment.

Economics 98

Economics Manufacturing Investments Currencies 98

CSC Advisors

FEBRUARY 20, 2025

Whether you’re looking to upgrade equipment, expand your facility, or add new programs, getting secure funding is often essential. Understand Specific Funding Goals Clear goals are fundamental to securing financial backing. The post How to Secure Funding for Your Daycare: A Step-by-Step Guide appeared first on.

Securities 52

Securities Education Budgeting Communication 52

Musings on Markets

AUGUST 19, 2024

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.

Corporate Finance 121

Corporate Finance Valuation Investments Finance 121

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Benchmarking 98

Benchmarking Education Investments Planning 98

Global Finance

MARCH 6, 2025

Despite a sluggish economy, Latvia is positioning itself as a prime gateway to the European Union, as foreign capital is flowing into key sectors, and recent reforms underscore its ambitions to become an investment hub in the Baltics. The IMF projects GDP growth of 2.3% in 2025; 2.5% in 2026; and 2.5% Inflation (2024): 1.4%

Transportation 82

Transportation Economics Budgeting Investments 82

Global Finance

MARCH 26, 2025

Funds will also be allocated to healthcare, education, infrastructure development, and food security initiatives. This is one important role that social bonds can play in supporting infrastructure investment. This should result in further issuances across various regions and sectors.

Healthcare 93

Healthcare Education Finance Banking 93

Future CFO

DECEMBER 22, 2024

Security Concerns : Older systems often lack the security features needed for real-time data encryption and compliance. Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Ensure Data Quality : Conduct regular data audits to support seamless integration.

Invoicing 98

Invoicing CFO Compliance Auditing 98

Navigator SAP

NOVEMBER 11, 2022

Traditional ERP typically represents a large investment due to the cost of software, implementation, and computer systems. Cloud ERP enables SMEs to use ERP more affordably, as the solution is hosted on an external service provider’s secure infrastructure.

Securities 238

Securities Investments Finance Planning 238

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

Investments 97

Investments CFO Leadership Leverage 97

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.

Valuation 130

Valuation Corporate Finance Finance Investments 130

Global Finance

NOVEMBER 7, 2024

Younger generations have no loyalty towards their parents’ preferred banks, and therefore incumbent banks are at risk of losing trillions of dollars’ worth of investment over the coming years. Many of them don’t have the same level of knowledge and experience in investing as their parents.

Banking 105

Banking Communication Investments Education 105

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Securities 98

Securities Investments Planning Banking 98

Global Finance

FEBRUARY 5, 2025

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

Economics 108

Economics Prioritization Investments Manufacturing 108

Tips Watch

OCTOBER 15, 2023

Treasury on Thursday will auction $22 billion in a new 5-year Treasury Inflation-Protected Security, and the results should be attractive for investors seeking protection from future inflation. By David Enna, Tipswatch.com The U.S. It should generate the highest real yield … Continue reading →

Treasury 115

Treasury Investments Securities Banking 115

Future CFO

NOVEMBER 19, 2024

As foreign direct investment continues to flow into the region, 2025 is poised to be a year of renewed IPO activity across Southeast Asia." For the first 10.5 months of 2024, the IPO capital markets in the region saw a count of 122 IPOs, raising approximately US$3.0

Marketing 98

Marketing Healthcare Currencies Numbers 98

Global Finance

MARCH 1, 2025

Hong Kongs Securities and Futures Commission and Hong Kong Exchanges and Clearing Ltd. They also stressed the SARs role as a bridge between mainland Chinese and global markets, while promising to create more cross-border investment mechanisms to facilitate increased capital flows.

Treasury 95

Treasury Finance Securities Marketing 95

Nerd's Eye View

JANUARY 10, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

Concentration 75

Concentration Valuation Securities Education 75

Tips Watch

OCTOBER 12, 2023

Series I Savings Bonds will see the investment’s annualized inflation-adjusted variable rate rise to 3.94% at the November 1 reset, up … Continue reading → I Bond’s new composite rate could exceed 5% at the November reset. By David Enna, Tipswatch.com Investors in U.S.

Securities 112

Securities Investments Treasury 112

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Discover how to transform your financial reports into investment magnets by aligning them with investor expectations.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance.

SAP 93

SAP Compliance Leverage Invoicing 93

Global Finance

MARCH 2, 2025

Publicly traded stocks and bonds have been great investments over the last 15 years, but wealthy investors are increasingly looking for alternatives to what the public securities markets offer them. That would represent a huge shift in investing behavior for high-net-worth (HNW) investors. trillion at the end of 2023 to $29.22

Banking 71

Banking Investments Forecasting Marketing 71

Nerd's Eye View

JANUARY 27, 2025

Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients' investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply. Read More.

Leverage 83

Leverage Communication Auditing Compliance 83

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. Collaboration between finance and IT teams is vital in maintaining compliance with regulatory standards and data security protocols," he adds.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Compliance 65

Compliance Practice Management Valuation Securities 65