Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
192 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
216 Views
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
194 Views
Markets Expected to Lower Poverty Rate the Most by 2030
Euromonitor International’s Wealth and Income distribution model looks at 50 markets through a measure of income and accumulated wealth. Our model...
223 Views
No Surprises in ANZ Bank's Sale of NZ Asset Finance Business
The sale of Australian and New Zealand Banking Group’s asset finance business in New Zealand was well flagged, but the 1.6 times price/book value...
174 Views