Opinions
(Janus Henderson Investors, Suney Hindocha,Janus Henderson Investors, Hamish Chamberlayne)
We are strong advocates of the thesis that there is a fundamental alignment between sustainable development, innovation, and growth. We also maintain that a multidisciplinary mindset that seeks to avoid cognitive biases is critical to any investment approach. In combination, these approaches have the power to identify companies that are
Continue...(Hekaton, Tynan Overstreet)
The law of unintended consequences looms large in economic policy. What may seem today like a benign decision is just as likely to unleash a pandora’s box sometime in the future. When policy is made at the barrel of a gun, transforming the unconventional into the conventional, the risk that a decision might backfire rises
Continue...(Opimas, Suzannah Balluffi)
Following two years of unprecedented growth, the market for ESG data continued its winning streak in 2023, albeit with a more modest year-on-year growth rate of 17%. In a new report – The Market for ESG Data in 2024 – Opimas finds that the global market for ESG data should exceed
Continue...(Morgan Lewis, Mana Behbin,Morgan Lewis, Kelly Gibson,Morgan Lewis, Elizabeth S. Goldberg)
In the United States, ESG-related regulatory risk primarily originates from three key sources: the US Securities and Exchange Commission (SEC), the US Department of Labor (DOL), and state legislatures and agencies. This article provides a summary discussion of the regulatory framework impacting ESG investing in these three areas. SEC EXAMINATIONS
Continue...(Contributing Editor, Jeff Kutler)
Financial markets, like the overall economy, go through cycles. The same is true of innovation and the progress it brings. But the drive to innovate, often tied to advances in technology, is as constant as any of the forces influencing economies and markets. Where technology intersects with finance and capital
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Artificial Intelligence (AI) Enabled Records Management
(TCS, Rajendra Janvalekar,TCS, Jitendra Salunkhe)
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Updating Prime Brokerage Margin Models: The Need for Transparency and Real-Time Risk Management
(Cassini, Vardaan Kohli)
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9 Things to Know About the SEC’s New Climate Rule and How It Affects You
(Morningstar, Charity Blue,Morningstar, Leslie Norton, )
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Secondary Equity Issuance Announcements on the Rise: What It Could Mean for Investors
(Wall Street Horizon, Christine Short)
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The Year of the Election – Unpredictable Events Need Vigilance at Banks
(Baton Systems, Alex Knight)
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Can the SEC’s Climate Disclosure Mandate Rule the Roost?
(ING, Coco Zhang,ING, Padhraic Garvey, CFA)
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A Resilient U.S. Economy Continues to Surprise
(Vanguard, Roger Aliaga-Díaz, Ph.D.)
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ESG: Results Matter More Than the Letters
(Wolters Kluwer Enablon, Jean-Grégoire Manoukian)
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What’s Ahead for Responsible Investment in 2024?
(RBC Global Asset Management, RBC GAM Responsible Investment Team)
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Fixed Income Macro Talking Points
(MFS, Benoit Henri Albert Anne)
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The Rising Appeal of Bond ETFs
(Tradeweb, Keri Neo)
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ChatGPT(Generative Pre-Trained Transformer): Simple Explanation of Transformers using PC Evolution and Bitcoin’s Value Puzzle
(Trading & Analytics Expert, Enrico Cacciatore)
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Europe’s Fragmented Liquidity Challenge
(FlexTrade Systems, Ivy Schmerken)
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“Modernizing” Equity Market Structure Policy
(Rosenblatt Securities, Justin Schack)
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Revolutionizing Financial Markets with Transformers
(Trading & Analytics Expert, Enrico Cacciatore)
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