The COVID-19 crisis dramatically accelerated the adoption of digital tools and channels among executives. This report examines the implications of that acceleration, including the potential for...

The technology innovation of the past decade has improved corporate bond liquidity. It’s hard to remember that not long ago corporate-bond market-structure chatter was all about the “...

Securities Services global revenues, which include custody and other fund services, remained flat in the first half of 2021, despite equity markets reaching a historical high. The top banks...

With the recent swell in retail investor trading in both equities and equity options, it is important to pay attention to the perennial proposals to make changes to the tax treatment for...

Despite Growth Headwinds, Lender Relationships Hold Firm Data from our recently completed study of bank commercial credit executives shows that: Lenders maintained or grew credit...

As asset owners around the world commit to aligning their investment objectives to the UN’s Principles for Responsible Investment, institutions face the complex task of putting that code into...

U.S. community banks have an opportunity to capitalize on their impressive performance during the COVID-19 crisis by capturing business from small businesses and middle market companies...

One of the most common challenges asset managers face is developing and maintaining a robust, competitive product lineup. Managers spend countless dollars and hours developing new products in...

Corporate bond markets have shown their excitement for portfolio trading over the past year, as volumes increased on an absolute and relative basis compared with the overall market. While the...

Corporate bond markets have proven to be one of the biggest financial technology innovation stories of the past five years. Trading protocols, data access, data quality, analytical tools, and...