The Future of Payments and Cross-Border Finance: Navigating Transformation Amid Risk and Opportunity
Payments are at the heart of global finance. Today, they are undergoing one of the most profound transformations in decades, driven by digital currencies, instant settlement systems, regulatory innovation, and the rise of new players such as Big Tech. At the same time, risks—from cyberattacks to the collapse of major crypto platforms—are reshaping the way […]
Open Finance: Unleashing the Next Wave of Financial Innovation
Two years ago, Ana, who runs a small appliance distributor in São Paulo, was turning away orders she couldn’t finance. Traditional underwriting looked at thin collateral and a patchy bureau file. Then her bank asked for consented API access to her receivables, payouts, and tax invoices. Within hours, not weeks, Ana had a revolving line […]
Global Financial Stability in Transition: Structural Risks, Regulatory Challenges, and Strategic Pathways
The global financial system is undergoing profound transformation. From the lingering effects of the 2008 crisis to the accelerating forces of technological innovation, climate risk, and geopolitical fragmentation, the stability of markets is being tested in new and complex ways. Our latest deep-dive report, Global Financial Stability in Transition: Structural Risks, Regulatory Challenges, and Strategic […]
Climate Risk Is Financial Risk—Are You Prepared?
Extreme weather events, rising sea levels, and an accelerating policy shift toward decarbonization are not just environmental signals—they are financial alarms. From stranded assets to sovereign defaults, from insurance losses to pension system stress, climate change is rewriting the rules of financial stability. In our new deep-dive report, “Climate Change and Financial Risk: Transmission Channels, […]
Demographic Change: Challenges and Opportunities in the Age of Low Fertility and Aging Populations
Drawing on the firm’s signature analytical rigor and global perspective, this report explores the most pressing demographic transitions shaping markets, policy, and capital allocation from 2025 to 2050. The study examines the economic consequences of declining fertility, rising longevity, and shifting dependency ratios, and translates them into actionable insights for investors, policymakers, and corporate leaders. […]
Unveiling the Future of Digital Currency Infrastructure Navigating the Transformation of Finance in a Tokenized World
We are pleased to present the deep-dive report on Digital Currencies, designed to serve institutional investors, regulators, financial innovators, and all those seeking to understand the evolving digital finance landscape. As the financial world undergoes a fundamental shift driven by tokenization, programmable payments, and regulatory modernization, digital currencies are no longer a speculative asset class—they […]
Artificial Intelligence Industry Deep-Dive Report: Investment Implications and Strategic Outlook 2025 – 2030
The global artificial intelligence (AI) sector is at an inflection point, poised to reshape the banking and finance industry over the next decade. Our analysis indicates that the AI market will expand from $279 billion in 2024 to between $1.5 and $1.8 trillion by 2030, representing a compound annual growth rate (CAGR) of 28–35%. This […]
Financing Infrastructure with Private Participation
Financing infrastructure with private participation is essential to bridging the global investment gap, estimated at US$18 trillion between 2016 and 2040 according to the G20’s Global Infrastructure Outlook. Infrastructure investment is foundational to economic development, improving productivity, stimulating growth, and enhancing quality of life. Yet mobilizing resources for such long-term, capital-intensive ventures demands a nuanced […]
Análisis del “One Big Beautiful Bill” del Partido Republicano
La reforma fiscal denominada “One Big Beautiful Bill”, impulsada por el Partido Republicano y aprobada el 3 de julio de 2025 representa un cambio fundamental en la política fiscal estadounidense al reducir significativamente los ingresos del gobierno a través de extensiones de recortes fiscales y nuevas exenciones, mientras recorta drásticamente el gasto en programas sociales para compensar parcialmente la pérdida […]
Votación Elección Judicial: Suprema Corte de Justicia de la Nación
La elección del 1 de junio de 2025 no solo definió quiénes ocuparán un asiento en la Suprema Corte de Justicia de la Nación, sino que también arrojó patrones estadísticos que permiten entender cómo votaron las distintas regiones del país. El análisis de la votación a nivel estatal y distrital revela comportamientos colectivos, correlaciones positivas […]