How tariffs influence markets: A practical perspective This piece is a transcription of a recent conversation exploring how policy decisions and executive actions from the Trump administration continue to shape the global financial landscape. It examines the relationship between political leadership and the Federal Reserve, and how trade policies and debates around central
Is AI the missing link in modern investing? Active investing is evolving. As AI-powered tools gain traction and institutional flows become more visible, portfolio managers are rethinking how they build and adjust positions. At the same time, tighter research budgets and shifting regulations have made it harder to maintain a traditional fundamental approach. This
European anti-money-laundering reform An in-depth conversation with Stephen Rae Europe has just centralized its fight against financial crime with the launch of the Anti-Money Laundering Authority (AMLA), giving Brussels direct oversight of major banks and crypto-asset providers. At the same time, the U.S. is easing some reporting requirements even as crypto-based laundering grows, raising
The Trade Life Cycle: 5 Key Stages For many, a trade simply refers to the moment that two counterparties engage in a transaction, such as the exchange of cash for a bond in a securities trade or the exchange of two currencies in an FX trade. In reality, for a trade to take place,
How Novartis Successfully Trained Their 3rd Party Vendors Over the Course of two CIAs How did Novartis successfully train their 3rd parties over the course of their last two CIAs and hit 100% completion? In this fast-paced session at the Pharmaceutical Compliance Congress (PCC) 2025, Novartis’ Catherine Shimsky joins Intuition’s Richard
Testing times for AI highlight commercial and ethical conflicts Reports that safety testing processes on AI models have been cut have led to concerns being expressed around ethics and governance and prompted calls for stricter regulation in this uniquely challenging area. Commercial considerations have increased pressure for faster rollout of new versions of
‘Tape bombs’ prompt market gyrations The first 100 days or so of Donald Trump’s administration have been characterized by market volatility. A major factor has been the publication of highly consequential, policy-related postings on social media platforms such as X and the President's own Truth Social channel. These so-called “tape bombs” (trader slang
What are DORA’s five pillars? Digital Operational Resilience Act The Digital Operational Resilience Act (DORA) aims to strengthen ICT risk management in the EU financial sector to help ensure that financial entities can continue operating if they face severe operational disruptions or cyberattacks. DORA focuses on five key areas: ICT risk management
Decarbonization: What role do banks play? Banks play a central role in the global economy, channeling trillions of dollars in capital to businesses and industries. Historically, this has included substantial financing for carbon-intensive sectors like energy, mining, and heavy industry, which are key drivers of greenhouse gas emissions. Today, banks face the dual
Different types of AI: Super, narrow, & general Many people assume that AI refers to a machine intelligent enough to perform any intellectual task as well as, or better than, a human. In reality, we are not yet at this point. The concept and evolution of AI can actually be viewed as encompassing
