As financial markets evolve at breakneck speed, post-trade operations in Singapore are at a critical crossroads. This report unpacks the multidimensional challenges — from regulatory shifts and compressed settlement cycles to the urgent need for automation and robust...
Buyside firms are using AI to enhance investment analysis and efficiency, though not yet for execution decisions. Meanwhile, European traders increasingly use algo wheels to optimize broker selection and performance.
European industrials are set for strong EPS expansion, with 2024–26 consensus growth of 12.5%, driven by defense spending, AI data-center expansion, and Germany’s ramp-up in public infrastructure investment.
This episode of Market Dialogues features a discussion on the surge in ETF adoption among Europe’s new investors, platform and asset manager responses, and the push for education, and cost-efficient investment solutions.
Shareholder yield, which includes dividends, buybacks, and debt reduction, has nearly doubled traditional dividend strategy returns year-to-date and over a decade, while maintaining exposure to momentum and profitability over value.