The Big Picture

JUNE 18, 2025

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.

Investments 64

Investments Numbers 64

Musings on Markets

JUNE 17, 2025

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. In the last two decades, alternative investments have entered the mainstream, first with choices directed at institutional investors, but more recently, in offerings for individual investors.

Investments 75

Investments Marketing Sales Benchmarking 75

CFO Talks

NOVEMBER 8, 2024

Beyond Numbers: Measuring Success in the New Age of Finance Imagine running a company where profit isn’t the only measure of success, and the focus shifts to include all areas of impact—from the well-being of employees to environmental responsibility. Investing in technology and research can lead to long-term growth and stability.

Numbers 52

Numbers Finance CFO Technology 52

CFO Plans

DECEMBER 9, 2024

In today’s dynamic financial services industry, establishing expertise is about more than just crunching numbers. The ROI of Financial Outsourcing: A Worthy Investment Investing in financial outsourcing offers a significant return on investment.

Numbers 52

Numbers Compliance CFO Leverage 52

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

CFO Thought Leader

MAY 22, 2025

She champions investing in teams, reward structures, and technology that convert raw numbers into immediate decisions, citing alerts that flag ingredient price spikes the next day. Her approach blends operational empathy, data discipline, and candid leadership inspired by Radical Candor.

Numbers 52

Numbers CFO Invoicing Leadership 52

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

Barry Ritholtz

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

Investments 59

Investments Economics Numbers Marketing 59

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3.

Corporate Finance 119

Corporate Finance Valuation Numbers Finance 119

Future CFO

JUNE 10, 2025

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia. The post ESG-themed stock indices pose attractive investment opportunities in Southeast Asia appeared first on FutureCFO.

Investments 52

Investments Benchmarking Valuation Compliance 52

Musings on Markets

JANUARY 31, 2025

As the number of potential applications of AI proliferated, thus increasing the market for AI products and services, another part of the story was also being put into play.

Valuation 134

Valuation Numbers Marketing Investments 134

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. TM Western Europe : UBS UBS continued to make significant strides in every part of the investment banking spectrum in 2024. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

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

CFO Dive

MARCH 25, 2022

While many financial executives have made big investments in cloud computing to support remote work in the pandemic, a growing number of large companies are now signaling their interest in the metaverse by filing related trademark applications.

Numbers 294

Numbers Investments 294

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. So far in 2025, the bank has served as a bookrunner for Mars substantial, eight-part investment-grade bond issue, aimed at financing the acquisition of Pringles maker Kellanova.

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

Global Finance

APRIL 5, 2025

Thats half the number from the previous year. Until more information becomes available, lets celebrate the investment banks that brightened up the M&A landscape in 2024. As a top Asian investment bank, UBS completed 30 transactions last year with a total deal value of $14.4 ADIA and APG acquired a 53.3%

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

CFA Institute

JANUARY 27, 2025

Sébastien Page, CFA, is head of global multiasset and chief investment officer at T. Page has coauthored a number of award-winning research papers and is the author of Beyond Diversification: What Every Investor Needs to Know about Asset Allocation (McGraw Hill 2020).

Investments 52

Investments Finance Numbers Marketing 52

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

Musings on Markets

DECEMBER 11, 2024

It has sometimes got me some blowback, when I expressed my views about value investing being rigid, ritualistic and righteous and the absolute emptiness of virtue concepts like ESG and sustainability, but so be it. I am aware of things that I need to work on.

Valuation 125

Valuation Corporate Finance Finance Investments 125

Global Finance

APRIL 5, 2025

TM Infrastructure And Project Finance: European Bank for Reconstruction and Development It was a record-setting year for the European Bank for Reconstruction and Development (EBRD), with more than $17 billion invested in infrastructure and development projects globally, representing a 30% increase in year over year. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

CFA Institute

APRIL 30, 2024

Before this, he worked at a number of asset management firms including Schroders and Insight Investment. He was responsible for overseeing the sharing of research and best practice across Janus Henderson’s equity teams.

Accounting Standards 52

Accounting Standards IFRS Accounting Investments 52

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.

Tax Planning 89

Tax Planning Budgeting Investments Communication 89

Global Finance

MARCH 5, 2025

As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. And 75% of that amount in Brazil is indeed invested in the energy and oil sectors.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115

Barry Ritholtz

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

Investments 124

Investments Economics Securities Budgeting 124

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Numbers 98

Numbers Planning Investments 98

The Big Picture

JUNE 26, 2025

But the data shows that if you invest during all time highs, you do better than you would if you’re investing randomly on any other day in a market cycle (see chart at top). Admittedly, the last all-time high always takes place before a bear market.

Concentration 107

Concentration Valuation Marketing Investments 107

Future CFO

NOVEMBER 19, 2024

As foreign direct investment continues to flow into the region, 2025 is poised to be a year of renewed IPO activity across Southeast Asia." While the number of IPOs remains healthy, Deloitte says the total capital raised has been the lowest in nine years, with a decline from the US$5.8 For the first 10.5

Marketing 98

Marketing Healthcare Currencies Numbers 98

Global Finance

DECEMBER 26, 2024

Largely pioneered by Dubai, the business model has been copied by other countries to attract for-eign direct investment. To encourage research and development, in 2026, the UAE will offer a R&D tax incentive comprising a 30-50% tax credit, refundable depending on the revenue and number of employees of the business in the UAE, WAM stated.

Compliance 122

Compliance Economics Finance Numbers 122

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Benchmarking 98

Benchmarking Education Investments Planning 98

Embark With Us

JULY 1, 2025

Some forecasted 2023 as a “venture winter” with VCs slowing their check-writing pace, demanding a clear strategy for sustained growth, a proven track record of achieving key performance indicators, and a strong management team before they invest.

Compliance 96

Compliance Forecasting Auditing CFO 96

Global Finance

FEBRUARY 5, 2025

At the Asia-Pacific Economic Cooperation summit in Peru last November, Indonesias new President Prabowo Subianto, who began his term in October, emphasized that foreign investments would be protected by a solid legal framework, and highlighted incentives and a commitment to liberalizing ownership laws. Itll get to $3.65

Economics 108

Economics Prioritization Investments Manufacturing 108

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Nerd's Eye View

NOVEMBER 19, 2024

We also talk about how Anjali grew her revenue primarily by not increasing her client headcount (which only rose from 35 to 45 clients over the past 6 years) and instead focused on raising her minimum annual retainer fee from $10,000 to $18,000 per client, why Anjali's current clients and prospects are largely willing to pay this fee given the tailored (..)

Tax Planning 97

Tax Planning CFO Planning Advertising 97

Musings on Markets

JANUARY 17, 2025

If I have terrified you with the PE story, and you have undoubtedly heard variants of this story from market experts and strategists for much of the last decade, I would hasten to add that investing on that basis would have kept you out of stocks for much of the last ten years, with catastrophic consequences for your portfolio.

Treasury 129

Treasury Valuation Marketing Forecasting 129

Global Finance

DECEMBER 9, 2024

Global Finance: Last year, we discussed the departure of a number of high-profile foreign banks from Africa. Paula Leynes Felipe: In many of the markets where we work, theres a recognition of the need for reform; countries are aware that only through a robust, well managed banking system can outside investment be attracted back.

Marketing 98

Marketing Banking Finance Profit and Loss 98

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Communication 91

Communication Leadership Investments Numbers 91

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124