The banking industry's landscape varies dramatically on either side of the Atlantic. Europe is focused on regulatory issues, particularly around climate risks and disclosure, with new regulations set to take effect in December 2023. These rules will require banks to
When central banks decide to tighten monetary policies, repercussions are felt across various business models, especially within the banking sector. The increased interest rates and higher financing costs pose a significant challenge, potentially causing disruptions and rendering certain business models
Meet Dominic Rizzo, the newly-appointed sole manager of the Global Technology Equity Strategy since April 1, 2023. Based in Baltimore, Rizzo brings a wealth of experience in investing across all equity style categories, from growth to value and large-cap to
The text delves into the complex landscape of ESG (Environmental, Social, and Governance) investing, highlighting new regulatory challenges and potential misrepresentation. The authors conducted a survey among 210 fund selectors, or gatekeepers, in Europe and Asia, revealing diverse views on
The main theme of the paper is the collapse of Silicon Valley Bank, which has caused widespread concern throughout the banking sector. While the bank's failure seems to be mainly due to its specialist business model and poor risk management,
