Insights
Research, regulatory notes and field lessons from the teams building financial infrastructure for global businesses.
Featured
A retail giant buying a card platform is not a fintech curiosity — it is a signal that deposit relationships are being unbundled from the institutions that hold them. Here is what that means for where you park working capital.
Read MoreLatest thinking
What our advisors are reading, arguing about and telling clients this quarter.
Your margin over the benchmark has moved even though the benchmark has not. We break down the three repricing mechanics lenders rarely explain, and the covenant language worth renegotiating first.
Read MoreLanded costs are up, refinancing windows are tight, and hedges written last year no longer match the exposure. A four-quarter plan for companies that cannot simply pass the cost on.
Read MoreA pause is not a plateau. What holding rates steady does to your cash yield, your borrowing base and the discount rate sitting inside every model your board reviews.
Read MoreThe finance tasks models genuinely accelerate are narrower and less glamorous than the demos suggest — and far more valuable. Where we deploy them, and where we still refuse to.
Read MoreNew safeguarding and disclosure duties land on anyone moving customer funds across a border. A plain reading of the obligations, and the three controls auditors will ask about first.
Read MoreWhat we track
Cross-border payment regulation
Cost of capital and lending
Tariffs and supply-chain finance
AI inside the finance function
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