Sparks of optimism regarding a “soft landing” for the economy may brighten the outlook for the U.S. banking sector in 2024. However, even if the U.S. economy avoids recession and reverts to a...
The U.S. equity trading landscape is a theater of evolution. Strategies, preferences and technology adoption among asset managers are transforming, shaping the way both the buy and sell side must...
Investment banking profits are a two-sided coin. Revenues often make the headlines, but it can be reductions in spending that increasingly drive profitability. Ideally, all spending would focus...
When it comes to sustainability, companies and banks are in desperate need of solid data. Growing numbers of large corporates are adopting net-zero targets and other sustainability goals. As they...
The accelerating pace of change in institutional investment markets is placing a premium on asset manager agility. The asset management business is being transformed by a host of powerful trends...
Financial markets around the world in 2024 will continue to be reshaped by powerful changes in market structure.
Technology innovation, the roll-out of new regulations and the development of...
3Q23YTD Coalition Index Investment Banking revenues were down by (8)% on a YoY basis.
FICC: Revenue normalization driven by weaker performance in Macro products (particularly Commodities, EM...
Risk levels and delinquencies are climbing in commercial real estate loans, and U.S. banks are expressing concerns about lending standards in CRE portfolios at levels not seen since the onset of the...
The current U.S. investment environment is characterized by very high interest rates, inflation and unpredictable market volatility. As a consequence, products within the fixed-income asset class...
Despite the growth in electronic trading in the corporate bond market over the past decade, block trades, defined as those with a notional value of $5 million or more for investment grade and $1...