Opinions
(NeoXam, Yann Bloch)
Earlier this month, Bloomberg published their much-anticipated annual European ESG Data Trends Survey report, carrying with it some fascinating findings on the current state of the market. The survey, taken by respondents from London, Stockholm, Geneva, Amsterdam, Frankfurt, Paris, and Milan throughout 2023, posed questions about ESG data prioritization, challenges, and data
Continue...(Wall Street Horizon, Christine Short)
Markets are putting the finishing touches on the first quarter. Large-cap US stocks have posted solid gains thus far, including upside participation from global equities. Domestic small caps have struggled, though, as the widely discussed “higher for longer” interest-rate narrative plays out. Following last week’s Fed meeting and after robust
Continue...(AllianceBernstein, Scott DiMaggio, CFA,AllianceBernstein, Fahd Malik,AllianceBernstein, Michael Rosborough)
dWhat does an era of higher equilibrium inflation mean for yields, volatility and active bond investing? For the past 40 years, global deflationary forces have prevailed, facilitating a regime of low equilibrium inflation. But change is afoot. Mounting pressures from macro megaforces point toward higher structural inflation and lower real
Continue...(Vanguard, Bob Behal,Vanguard, Josh Hirt, CFA)
The U.S. consumer has remained surprisingly resilient, keeping the economy vibrant despite the Federal Reserve’s efforts to rein in inflation by keeping interest rates elevated. And runway remains for households to continue to drive strength in the economy, according to two Vanguard researchers. A continued strong labor market, reasonable credit
Continue...(Competitive Enterprise Institute, Richard Morrison)
The day that many observers of financial regulation have long been awaiting (and dreading) has come; the Securities and Exchange Commission (SEC) has voted to approve its final rule on disclosure of climate change-related information for public companies. Here was my initial statement on the rule: The Securities and Exchange
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FCA Publishes Proposed Guidance on New Anti-Greenwashing Rule
(IQ-EQ, Sarmad Naim)
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What the SEC’s New Climate Disclosure Rules Could Mean for Companies and Investors
(MSCI Research, Mathew Lee)
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The Run on SVB: How Much Did Technology Have to Do with It?
(Contributing Editor, Jeff Kutler)
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The Power of Collaboration
(Mosaic Smart Data, Iram Cook-Monie,Mosaic Smart Data, Marek Lewandowski)
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To Deal or Not to Deal, Third Installment
(G. M. Bollenbacher& Co., Ltd., George Bollenbacher)
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The Potential Benefits of Volatility Control within Fixed Index Annuities
(Salt Financial, Ryan Poirier,Salt Financial, Alexander Gropper,Franklin Templeton, Doug Sue,Franklin Templeton, Vaneet Chadha)
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Analyzing Bitcoin’s Gini Coefficient: A Closer Look at on-chain Wealth Distribution
(Elementus, Alexander L. Mologoko)
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Tick Size, Market Quality, and Market Structure
(Bayes Business School, Giovanni Cespa)
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Unlocking Sustainable Growth: A Multidisciplinary Approach
(Janus Henderson Investors, Suney Hindocha,Janus Henderson Investors, Hamish Chamberlayne)
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I Know Exactly What Pipe Will Break: The Next Systemic Banking Crisis
(Hekaton, Tynan Overstreet)
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The Market for ESG Data in 2024
(Opimas, Suzannah Balluffi)
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ESG Investing: The US Regulatory Perspective
(Morgan Lewis, Mana Behbin,Morgan Lewis, Kelly Gibson,Morgan Lewis, Elizabeth S. Goldberg)
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Introducing the 2024 TabbFORUM NOVA Awards: Honoring Top Innovators Across Financial Markets
(Contributing Editor, Jeff Kutler)
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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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