CFA Institute

JUNE 12, 2023

Gaurang Trivedi, CFA, is an independent investment and management professional providing advisory services in forensic analysis, equity research, private capital, corporate finance, and business development.

Economics 52

Economics Corporate Finance Auditing Finance 52

CFO Thought Leader

DECEMBER 10, 2024

Performance emerges naturally once the first two Ps are in placeimproved unit economics, stable revenue growth, and a roadmap toward greater shareholder value, he tells us. Predictability means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making. But numbers alone dont drive results.

CFO 52

CFO Leadership Prioritization Auditing 52

Global Finance

MARCH 2, 2025

Global Finance: Can you briefly describe what your model does? Joanne Horton: Yes. Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. Whats the likelihood that fraud will take place in the future?

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

CFO Talks

NOVEMBER 12, 2024

At this stage my contribution is limited, I do however act as Training Officer for our Trainee Accountants completing Articles What advice would you give to someone aspiring to be a CFO?

CFO 52

CFO Corporate Finance Auditing Leadership 52

Global Finance

MARCH 27, 2025

Formerly a British colony, Singapore turned to its banks to power its economic growth and transformation after becoming a sovereign country in 1965. Banks provided credit to businesses and entrepreneurs, financed infrastructure projects, and fostered financial inclusion.

Banking 52

Banking Finance Economics Investments 52

Global Finance

DECEMBER 5, 2024

To avoid trade barriers, Chinese companies are investing in Europe. Spain is ready to play the connector country between the European bloc and the People’s Republic. Its government agreed to work with Chinese turbine giant Envision Energy to build a €1 billion green hydrogen industrial park. Car makers are also scouting the old continent.

Investments 52

Investments Manufacturing Finance Technology 52

Global Finance

APRIL 3, 2025

With just five years remaining on its ambitious Vision 2030 program to modernize and diversify away from its economic dependency on oil, the worlds biggest petroleum exporter and the regions largest economy is nearing a crossroads. billion The post Saudi Arabia: The Corporate Bet appeared first on Global Finance Magazine.

Investments 64

Investments Economics Prioritization Construction 64

Global Finance

MARCH 21, 2025

Thirdly, is a shift to economic competition. Now we see some of the more recent interventions, for instance, aimed at seeking to compete around things like the large language models and generative AI, and thats seen as an area of economic competition. No longer is it just about near shoring, or friend shoring.

CFO 71

CFO Risk Management Finance Strategic Planning 71

Global Finance

MARCH 4, 2025

As global trade fractures in 2025, companies face rising tariffs, supply chain turmoil, and shifting economic dynamics. Geopolitical pressures are reshaping global economic and financial activity leading to what is commonly called a fractured global economy.

Economics 75

Economics Forecasting CFO Investments 75

Global Finance

MAY 1, 2025

Instead, dealmaking momentum has stalled, weighed down by rising market volatility and growing economic uncertainty, Andrew Lucano, co-chair of the M&A practice at law firm Seyfarth Shaw, explained.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Valuation Banking 52

CFA Institute

NOVEMBER 9, 2023

In that capacity, she meets with prospects and clients to discuss the firm’s economic and market outlook, as well as Amundi US’s fixed-income strategies. Meredith Birdsall, CFA, is a senior vice president and client portfolio manager for the Amundi US Fixed Income team. She has been involved in the investment industry for over 30 years.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Corporate Finance Leverage Investments 52

Global Finance

OCTOBER 30, 2024

Niall Byrne, chief financial officer of QIA (Qatar Investment Authority), the country’s wealth fund, discussed from Doha his two-year tenure and his focus on transforming the QIA’s finance function to support growth.

CFO 52

CFO Finance Healthcare Investments 52

Global Finance

APRIL 3, 2025

For the hydrocarbon-dependent MENA economies, the official rallying call extends beyond economic growth to diversification for job creation, especially for individuals entering the workforce. These states are primarily seeking political gains, not economic ones, Olivereau points out.

Investments 96

Investments Entertainment Construction Economics 96

CFA Institute

JANUARY 15, 2025

Private equity buyouts are complex financial maneuvers. By understanding the structuring that lies beneath these transactions, stakeholders can navigate the intricate world of PE buyouts with confidence and precision.

Leverage 52

Leverage Corporate Finance Economics Investments 52

Global Finance

MARCH 18, 2025

Supporting that is the capital of our ownersthe regulatory and economic capital to make sure there is a strong financial base to support those yen liabilities. The first chunk is the amount of capital we set aside for future policy claims. Those claims will be in yen for our Japanese customers. We back that liability with yen assets.

Investments 114

Investments Benchmarking Finance Securities 114

Global Finance

APRIL 4, 2025

The White House immediately touted the announcement as further proof that President Trumps economic agenda is working. In total, this investment will double the $20.5 Indeed, the new commitments mark something of a reversal for Hyundai.

Manufacturing 141

Manufacturing Economics Finance Investments 141

Global Finance

OCTOBER 30, 2024

Niall Byrne, chief financial officer of QIA (Qatar Investment Authority), the country’s wealth fund, discussed from Doha his two-year tenure and his focus on transforming the QIA’s finance function to support growth.

CFO 52

CFO Finance Healthcare Investments 52

Musings on Markets

FEBRUARY 12, 2025

I am in the third week of the corporate finance class that I teach at NYU Stern, and my students have been lulled into a false sense of complacency about what's coming, since I have not used a single metric or number in my class yet.

Hurdle Rate 74

Hurdle Rate Accounting Investments Economics 74

CFA Institute

APRIL 30, 2024

Anderson was a member of the UK Accounting Standards Board from 2007 to 2013 and a founding member of the Corporate Reporting Users’ Forum (CRUF). He has a degree in economics, University College, Durham, UK. Before this, he worked at a number of asset management firms including Schroders and Insight Investment.

Accounting Standards 52

Accounting Standards IFRS Accounting Investments 52

CFA Institute

APRIL 10, 2025

" He is the co-author of two books: DeFi and the Future of Finance. Harvey is also a professor of finance at the Fuqua School of Business at Duke University and a research associate of the National Bureau of Economic Research in Cambridge, Massachusetts. Harvey is an Advisory Council Member of the Financial Analyst Journal.

Corporate Finance 52

Corporate Finance Financial Analyst Economics Finance 52

CFA Institute

FEBRUARY 25, 2025

A dean's list student in the Bachelor's to Accelerated Master's program, she is on track to graduate with her master's in finance in 2026. Michael (Joonhyuk) Lee is a recent graduate from George Mason University with a degree in Finance.

Marketing 52

Marketing Corporate Finance Risk Management Leadership 52

Global Finance

MAY 13, 2025

This does not mean that the trade war, which is already having a tangible economic impact, is over, Coulton said, citing remaining 10% baseline tariffs and industry-specific levies still in force. US Treasury Secretary Scott Bessent insists the US-China talks are part of a broader strategy of economic decoupling for strategic necessities.

Forecasting 52

Forecasting Economics Financial Analysis Treasury 52

Global Finance

DECEMBER 4, 2024

Presidential candidates Kamala Harris and Donald Trump clashed over immigration policy and disagreed on the economic benefits of immigration. The post Nearly Half Of US Unicorns Have Foreign-Born Founders appeared first on Global Finance Magazine.

Economics 52

Economics Numbers Finance Corporate Finance 52

Global Finance

JUNE 23, 2025

In some regions, particularly those exposed to flood or wildfire risk, O’Neill notes, homeowners are exiting the insurance system altogether, threatening to create “insurance deserts” with broader economic consequences including risk to mortgage-backed securities.

Mergers and Acquisitions (M&A) 81

Mergers and Acquisitions (M&A) Profit and Loss Construction Finance 81

Global Finance

APRIL 5, 2025

The era also benefited from a stable economic climate until the middle of 2022, when the Ukraine-Russia war triggered rising interest rates, inflation, supply chain shocks, and geopolitical uncertainty. Global Finance editors reviewed their assessments and made the final selections.

Investments 52

Investments Banking Valuation Finance 52

Global Finance

MAY 6, 2025

Initial public offerings involving StubHub, Klarna, eToro, Chime, Circle, and Medline have all been deferred as these firms navigate a tentative period following the US imposition of liberation day tariffs, which triggered retaliatory measures and stirred fears of a global trade war.

Finance 59

Finance Marketing Planning Corporate Finance 59

Barry Ritholtz

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economics 103

Economics Finance Manufacturing Banking 103

Global Finance

FEBRUARY 4, 2025

Over 75% of corporations revamp their business model every two to five years, according to a study by WalkMe, a San Franciso-based software-as-a-service firm. Nowhere does change fatigue ring truer than in corporate finance. Yet there are signs that more gradual solutions might be more effective and less traumatic.

Corporate Finance 100

Corporate Finance Finance Restructuring Management Consulting 100

Global Finance

DECEMBER 4, 2024

His appointment appears aimed at strengthening the company against geopolitical and economic uncertainties. A Spanish native and a US citizen, Muñoz earned a Ph.D. in nuclear engineering from Polytechnic University of Madrid and an executive MBA from IE Business School.

Leadership 52

Leadership Manufacturing Economics Finance 52

Global Finance

DECEMBER 26, 2024

Russias largest and most valuable state oil company, Rosneft, has agreed to supply nearly 500,000 barrels of crude oil daily to Indias Reliance Industries, which operates the worlds largest refinery, marking the biggest India-Russia energy deal ever, valued at $13 billion per year at current prices.

Leverage 90

Leverage Finance Accounting Planning 90

Global Finance

MAY 7, 2025

This year, he claimed that it actively harms American economic competitiveness. This was particularly jarring for the Organization for Economic Cooperation and Development (OECD), the Paris- based group that promotes economic growth, stability, and trade among a broad group of countries, including the US.

Economics 71

Economics Finance Securities Corporate Finance 71

Global Finance

APRIL 2, 2025

In January, World Economic Forum economists predicted that growing global fragmentation would drive up prices for consumers and costs for businessesa forecast that has already proven accurate. They also estimated that this trend could persist for at least three years.

Forecasting 95

Forecasting Economics Finance Planning 95

Global Finance

MARCH 4, 2025

Global Finance: What has been your biggest challenge as CFO? In Europe, it is even more challenging, not only because of the economic and political challenges, but also because the markets have been rather sluggish since 2023. Anne-Laure Autret-Cornet: In the biotech sector, we are always fundraising.

CFO 52

CFO Pharmaceutical Finance Risk Management 52

Global Finance

MAY 13, 2025

This does not mean that the trade war, which is already having a tangible economic impact, is over, Coulton said, citing remaining 10% baseline tariffs and industry-specific levies still in force. US Treasury Secretary Scott Bessent insists the US-China talks are part of a broader strategy of economic decoupling for strategic necessities.

Forecasting 81

Forecasting Economics Financial Analysis Treasury 81

Global Finance

JUNE 16, 2025

“Strong international interest demonstrates confidence in Saudi Arabia’s economic reforms and growth potential, signifying the country’s increasing integration into global financial markets.” . “The IPO aligns with Saudi Arabia’s efforts to diversify its economy beyond oil,” Chadwick says.

Benchmarking 52

Benchmarking Economics Finance Investments 52

Global Finance

JUNE 17, 2025

The new chief faces a formidable list of challenges: tariff uncertainties, market-share losses, an electric vehicle transition, and economic instability. “We unanimously welcome Antonio’s appointment,” vice chair Robert Peugeot said. Auto sales declined through 2023 and 2024 as the company kept prices high.

Economics 52

Economics Finance Sales Marketing 52

Global Finance

JUNE 12, 2025

Hard Lessons For Foreign Corporations The two companies have pursued the sale doggedly for a year and a half; as if to underscore the urgency for a Japanese producer of acquiring U.S. But pushing through even a deal that makes economic sense is more difficult in the present era, Tzinova says.

Economics 76

Economics Sales Securities Investments 76