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The global equity markets continued their strong run in 2024 with the S&P 500 up by over 20% from the beginning of the year. The US stocks continue to scale new highs after a hefty 50 basis points rate cut by the US Federal Reserve in September and indications of further rate cuts into 2025. While there is near term uncertainty around the US elections, overall environment continues to be benign for global investors. Against this backdrop, we are delighted to offer our latest perspectives to help global banks and asset managers drive innovation and profitable growth.
Ramesh Punugu, Head – Buy-side Investment Research
Mohit Mittal, Head - Sell Side Research & Operations
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Fresh and unique: Hand-picked content carefully curated for you |
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| Will “angels” fall? Are BBB-rated borrowers facing increased risk of downgrade? |
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EU banks’ additional tier 1s: big rush, small hush! |
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As economic pressures mount, BBB-rated borrowers face increasing risks of downgrades, raising concerns about potential default rates and market volatility.
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European banks are bolstering their capital reserves by issuing Additional Tier 1 (AT1) bonds, a critical move to safeguard against future economic downturns.
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| Global markets insights |
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Russia war sanctions: Economic implications in 2024 and beyond |
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From inflation to geopolitical risks, this article offers a comprehensive look at the factors influencing global markets and investment strategies heading into the final quarter of 2024.
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As sanctions against Russia persist, global trade and energy markets face continued disruption. This piece delves into the long-term implications for both Russia and the global economy.
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| The tide is finally turning for european online food retailers |
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IFRS S1 and S2 mark a new era in sustainability |
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European online food retailers are seeing a positive shift after navigating economic turbulence. The blog examines the factors driving the turnaround and potential future trends.
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The introduction of sustainability standards establishes global benchmarks for sustainability disclosure, pushing companies toward greater transparency. These new standards are a significant leap forward in aligning financial reporting.
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| Autonomous mobility: The road to a driverless future |
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India's inclusion in JP morgan EM bond index |
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From regulatory hurdles to technological advancements, this piece explores the roadmap toward a future dominated by autonomous mobility, reshaping transportation as we know it.
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India's long-anticipated inclusion in JP Morgan’s Emerging Markets Bond Index is expected to drive substantial foreign inflows into India’s debt markets, boosting liquidity and providing global investors with greater access to Indian bonds.
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| Leisure's silver lining against macro turbulence in 2024 |
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The auto sector’s road to decarbonisation |
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Despite economic headwinds, the leisure sector is proving resilient, driven by a post-pandemic surge in consumer demand. This article looks at how leisure activities are becoming a safe haven for investors.
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As governments push for stricter emission targets, the automotive industry is accelerating its transition to low-carbon technologies. This blog highlights the key trends, challenges, and innovations.
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In the news |
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Acuity Knowledge Partners global client base expands to 650 firms |
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If rate cuts come, what’s next For indian equities? |
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| How robust domestic economy propels indian equity markets to new highs? |
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Driving change: Leaders’ role in LGBTQ+ workplace inclusion |
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| Boosting impact investment for insurers in MENA |
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Acuity Knowledge Partners certified as a ‘Great Place to Work’ in Sri Lanka |
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Acuity knowledge partners holds their first CSR conference, celebrating a decade years of social impact with book launch |
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Research Offerings |
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| Environmental, Social and Governance (ESG) |
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Forensic Analysis |
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Customised ESG research solutions driven by our in-depth understanding of sector- and country-specific ESG risks and opportunities.
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Assesses the quality and sustainability of earnings by identifying accounting red flags via an in-depth review of financial statements and accounting policies.
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ABOUT ACUITY KNOWLEDGE PARTNERS
Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. Acuity is headquartered in London and operates from 16 locations worldwide.
Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.
For more information, please visit https://www.acuitykp.com/about-us/
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US: +1 929 618 0217 | UK: +44 20 7550 4499 | India: +91 80 6113 3000
Sri Lanka: +94 11 235 6000 | Beijing: +86 10 8248 6812 | HK: +852 3002 4980 | contact@acuitykp.com |
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