Analyses
Études, notes réglementaires et retours de terrain des équipes qui construisent l'infrastructure financière des entreprises internationales.
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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.
Lire la suiteDernières analyses
Ce que nos conseillers lisent, débattent et transmettent à nos clients ce trimestre.
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.
Lire la suiteLanded 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.
Lire la suiteA 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.
Lire la suiteThe 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.
Lire la suiteNew 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.
Lire la suiteCe que nous suivons
Réglementation des paiements transfrontaliers
Coût du capital et financement
Droits de douane et financement de la chaîne d'approvisionnement
L'IA dans la fonction finance
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