CFO News Room

DECEMBER 28, 2022

Innovation and exchange can be frustratingly uninspiring, particularly given that there are concentrated, vivid costs (in the form of lost jobs and struggling communities) and benefits dispersed across millions of people who might not even notice. Art Carden is a Senior Fellow at the American Institute for Economic Research.

Economics 130

Economics Concentration Accounting Finance 130

Future CFO

JULY 17, 2023

A recent survey report from PwC and GTreasury, Treasurers: The First Line of Defense for Economic Disruption , offers the most current insight into how treasury teams and the office of the CFO are approaching volatility. This article discusses some of the key takeaways from that report. 2) Utilise advanced liquidity management techniques.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Corporate Finance Lab

MARCH 27, 2023

On November 30 2022, the Belgian federal government and the governments of the federated entities adopted the cooperation agreement on the Belgian foreign direct investment screening mechanism. This adds Belgium to the list of EU Member States that have recently tightened their rules on foreign direct investment (FDI).

Economics 56

Economics Mergers and Acquisitions (M&A) Investments Concentration 56

Barry Ritholtz

JULY 10, 2023

My back-to-work morning train WFH reads: • What exactly is your problem with stock index concentration? Ever since artificial intelligence was invented eight months ago, people have been writing about the rising concentration of stock indices. Everyone says this much concentration is bad, because obviously.

Concentration 52

Concentration Prioritization Leadership Economics 52

PYMNTS

SEPTEMBER 17, 2020

Mastercard said it will invest $500 million in Black communities across the U.S. The new initiative will include “concentrated investments that will focus on providing Black-owned businesses and Black people access to affordable financial tools and capital,” Mastercard said in a news release. "We

Concentration 113

Concentration Economics Financial Systems Investments 113

Barry Ritholtz

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. 2 Regardless, something is amiss.

Concentration 140

Concentration Economics Investments Education 140

Barry Ritholtz

AUGUST 1, 2023

Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. Understand your investment horizon, be it minutes or decades. Never forget: Forecasts are marketing.

Forecasting 98

Forecasting Concentration Valuation Economics 98

Musings on Markets

JANUARY 28, 2024

In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. Risk Measures There is almost no conversation or discussion that you can have about business or investing, where risk is not a part of that discussion. What is risk?

Hurdle Rate 93

Hurdle Rate Concentration Investments Finance 93

Barry Ritholtz

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. Economists have lamented the growing coastal concentration of their wealth. He is the founder and CIO of Social Leverage , where he makes early-stage investments.

Concentration 103

Concentration Leverage Economics Education 103

CFO News Room

NOVEMBER 11, 2022

This interview of Richard Kozul-White of UNCTAD cover a very broad scope of economic issues from the developing country perspective: how unregulated financial markets have hindered emerging countries, how the Global Financial Crisis market failure has been ignored, and how even before Covid, these countries were facing a decade of lost growth.

Economics 100

Economics Concentration Investments Finance 100

CFO News Room

JANUARY 8, 2023

Geopolitical and economic uncertainties are injecting more caution into the next phase of tech’s evolution. Leaders will have to search for ways to do more with less, find value where innovations overlap, and strategically invest in technologies that are hitting a tipping point. 2023 will likely be a more sober year in tech.

Budgeting 130

Budgeting Securities Economics Technology 130

Future CFO

AUGUST 23, 2023

Mature consumers are relatively resilient to economic shocks, buy high-quality products that they value, and exert considerable influence on younger consumers’ purchasing decisions. The category-specific numbers range from 50% of spending on vehicles and 54% on travel to 68% on investment products.

Concentration 52

Concentration Economics Investments Numbers 52

Future CFO

DECEMBER 21, 2023

This is part of the economic climate in which they operate and can impact customer insolvency. Shorten your supply chains and avoid concentration in one geographic region. Is there a trend toward disputes over billings or deliveries? Has your customer recently lost a major client/supplier? Are they attracting negative press coverage?

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

CFO News Room

JANUARY 11, 2023

Sellers need to avoid a spread-the-peanut-butter approach and instead concentrate resources on the most promising opportunities. The emerging winners will be the ones who take a more nuanced approach, tailoring the answer to the strength of their own products and markets, as well as to how economic uncertainty affects their customers.

B2B 100

B2B Sales Concentration Restructuring 100

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 130

Economics Valuation Treasury Forecasting 130

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Future CFO

NOVEMBER 28, 2019

These disruptive trends, according to Gartner, include business transformation, market competition, economic uncertainty, employee power in labor market, capital inefficiency, and executive confidence, according to the research firm. Economic uncertainty. Capital inefficiency. Executive confidence.

CFO 52

CFO Concentration Economics Investments 52

PYMNTS

OCTOBER 29, 2020

We want to make sure we get what we invest in.". The prevailing view by courts around the country has been that an economic loss alone doesn’t qualify as direct physical damage or loss to property, which is the trigger for business interruption coverage.". We’re not trying to be — we don’t want anything for free.

Concentration 56

Concentration Economics Investments 56

Future CFO

FEBRUARY 13, 2023

He acknowledged that these strategies allowed ICTSI to save on financing costs, add additional liquidity to the group, and continue pursuing lucrative investment opportunities despite the global pandemic. For Boo, discipline and resilience in working capital preservation are critical both in good and bad economic times. “To

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Musings on Markets

OCTOBER 4, 2023

If you are an equity investor, your portfolio standing at this point of 2023 and your returns for the year will be largely determined by whether you had any money invested in the "soaring seven" stocks, as well as the sector and regional skews in your investments.

Marketing 104

Marketing Treasury Valuation Investments 104

PYMNTS

JANUARY 28, 2019

PwC has estimated that the foreign investment restrictions could shave off $46 billion in commerce done digitally, if bigger eCommerce firms have to retool the way they do business. The central bank wants to reduce the risk of such concentration across banks and non-banks alike (and where payments firms like Visa already have a foothold).

eCommerce 75

eCommerce Concentration Economics Startups 75

PYMNTS

AUGUST 28, 2018

Moody’s Analytics’ chief economist Mark Zandi is sounding the alarm over a surge in corporate debt among a concentrated group of U.S. Zandi suggests that the debt burden mirrors the subprime lending spike, which eventually led to the 2008 economic crisis and breakdown of the nation’s financial services market. “It trillion in debt.

Leverage 40

Leverage Concentration Economics Marketing 40

Musings on Markets

MARCH 19, 2022

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 100

Economics Valuation Treasury Forecasting 100

PYMNTS

MARCH 20, 2020

The idea of hunkering at home means that at least some economic activity shifts online. The coronavirus crisis has caused a swift slowdown in economic activity across the U.S. Amazon Effect Cooled (Somewhat): Amazon is concentrating on selling and shipping coronavirus-related products like household staples and medical supplies.

Concentration 52

Concentration Prioritization Economics Startups 52

Musings on Markets

MAY 5, 2023

After every banking crisis, new rules are put into place to reduce or minimize these risks to the economic system, but in spite of these rules or sometimes because of them, there are new crisis. Morgan and other wealthy bankers to step in and save the system, the Federal Reserve Bank was created in 1913.

Banking 76

Banking Profit and Loss Investments Securities 76

PYMNTS

JULY 15, 2020

What we’re seeing is the retailers that have invested materially and brought a concentrated effort to their digital presence have had the ability to shift online materially [more quickly] and pick up a share of wallet that is actually increasing given that spend in hospitality and travel has nearly disappeared.”.

Concentration 82

Concentration Retail Forecasting Investments 82

PYMNTS

NOVEMBER 4, 2020

Consumers’ thirst for news content about COVID-19 crisis developments — including economic impacts, federal stimulus aid and effects on the presidential election — has substantially accelerated digital subscriptions this year, breathing new life into the industry. If it’s not quality journalism, people won’t buy it.”. Litvack should know.

Advertising 73

Advertising Concentration Investments Numbers 73

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Future CFO

JUNE 23, 2021

Whereas RPA is a low-risk yet short-term investment, combining it with AI adds a whole new dimension of process automation adapted to the long term. When business process automation first caught hold in the early 2000’s, it was clearly intended as an economical replacement for tasks previously carried out entirely by humans.

Invoicing 52

Invoicing Accounts Payable Technology Concentration 52

PYMNTS

AUGUST 31, 2018

The investment comes amid ramped up activity in the country among players such as Google and Facebook, which are putting their own mobile payments offerings out there. Krona: The Swedish currency takes it place among other decliners, such as the Turkish lira and Venezuela’s bolívar , amid economic woes writ large. Maybe bit by bit.

Currencies 40

Currencies Concentration Leverage Accounting 40

Musings on Markets

JANUARY 12, 2021

Thus, you and I can disagree about whether beta is a good measure of risk, but not on the principle that no matter what definition of risk you ultimately choose, riskier investments need higher hurdles than safer investments. That tells me three things.

Valuation 52

Valuation Corporate Finance Finance Investments 52

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

CFO Leadership

AUGUST 12, 2021

Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College. Indri Ongko, Controller, Western Technology Investment. Indri Ongko, Controller, Western Technology Investment. in Economics from UCLA and M.B.A. Denye received his B.A.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

PYMNTS

APRIL 20, 2018

It makes no economic sense to make something that keeps losing money. Bloomberg gave some illumination to at least some market concentration, citing analysis from Lucas Nuzzi, a senior analyst of Digital Asset Research, who estimated that as much as 30 percent of bitcoins are held by miners.

Concentration 41

Concentration Manufacturing Currencies Economics 41

Barry Ritholtz

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? And the key is the difference for people investing early. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. They run about a $1.5 What led to that decision?

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

JANUARY 13, 2017

According to the New Zealand Trade and Enterprise , Wellington maintains the highest concentration of web-based and digital technology firms in the country. New Zealand’s FinTech ambitions seems to fall right in line with the country’s ongoing transformation into a top destination for both innovation and investment.

Startups 47

Startups Concentration Education Investments 47