Reports
New in RegTech: As Gensler Departs, Here’s What a Second Trump Term Means for Investment Firms
It’s no secret that the November 5th election of Donald Trump as President for a second term — buttressed by a Republican majority in both chambers of Congress – should bring major changes, including for regulation in the U.S. financial sector. How will this happen, and what should investment firms expect?
Q3 2024 Plan Universe Allocation & Return Analysis
Despite a spike in market volatility, with inflation declining and interest rate cuts by the Federal Reserve and other central banks, global equity markets posted another positive quarter, with the MSCI ACWI index returning over 6.72%.
October 2024 Factor Performance Analysis
In October, stock market volatility rose, even as stocks briefly hit new highs across the globe.
Thoughts from the Pricing Desk: Predicting the Future of Oil Prices – Lessons from History’s Biggest Oil Shocks
From its early discovery in the 19th century to its role as a geopolitical asset in the modern world, oil has consistently shaped global economies and influenced the outcome of wars
Q3 Preliminary Plan Universe Performance
The Q3 Preliminary Plan Universe Performance, the industry’s most granular analytics tool for plan sponsors, is now available.
New in RegTech: Navigating Form PF, Outsourcing CCOs, and Preparing for FinCEN’s AML Rule
For those grappling with the SEC’s significant Form PF overhaul, the clock is ticking towards March 2025.
Q3 2024 Factor Performance Analysis
Global equities posted gains in Q3 2024, despite experiencing periods of significant volatility throughout the quarter.
Japanese Equities in the Wake of Interest Rate Changes
Surge of volatility triggered by the Bank of Japan’s decision to raise rates
RegTech Report: Tip of the Iceberg: Lurking below new rules on U.S. threshold disclosures is a much bigger global challenge
Tip of the Iceberg: Lurking below new rules on U.S. threshold disclosures is a much bigger global challenge
August 2024 Factor Performance Analysis
Following a weak U.S. labour market report early in August, the global equity markets experienced volatility, a pullback in US and Europe persisted into the first week of August
Thoughts from the Pricing Desk: Treasuries should benefit from highly probable September cuts
As of the last policy decision in July 2024, the Federal Reserve maintained its interest rates at a high of 5.25% to 5.50%. However, it is expected that the U.S. Federal Reserve will lower interest rates by 25 basis points after each of its final three meetings in 2024, according to the majority of Reuters-surveyed economists who said a recession is unlikely.
An Outlook for the Travel and Tourism Industry
The pandemic paused global exploration, but 2024 is hitting fast forward.