As we gear up for our annual round of research interviews with U.K. institutional investors and investment consultants, I always find it useful to take a step back and reflect. With the new year underway, I decided to dig into how the U.K....

Rapid innovation in digital banking allows global and large regional banks as well as large fintechs to drive an accelerated wave of industry consolidation. Historically, smaller banks in North America, Europe and Asia derived a competitive...

The big three U.S. banks have rebounded from the COVID-19 crisis with a greater share of the market. In 2019, the big three U.S. banks—Bank of America, JPMorgan Chase and Wells Fargo—held lead commercial banking positions with 28% of small...