This May, after decades of equity trades in the US settling T+2, all trades will move to T+1. This shift may sound minor, but its impact will have a major impact on global markets, including the bond markets. We think it could also create opportunities for what we’
There was big news in the US this week as the House of Representatives voted to ban TikTok. This is only the first step along a long road towards a ban being signed into law, but it does feel like a significant moment in the evolution of technology and the
I’ve been fortunate enough to get to know the team from Perenna in recent months and they have got me thinking about long-term mortgages and the vagaries of the UK housing market. I’m positive about Perenna’s long-term-fixed-rate mortgage proposition for two reasons. First, because I hope that
The fact that one of the world’s most well-known companies has turned a profit shouldn’t be remarkable. But it sums up the era of cheap capital we’ve lived through when an investor’s want for profit was replaced by a yearning for growth. Uber posting a profit,
Microchip stocks are soaring. Fuelled by the growth of established players, like Intel and Arm, and relative newbies, such as Nvidia, the sector continues to stoke global equity markets. Cynics point to the chip boom having all the hallmarks of a bubble. But it’s possible, given the enthusiasm for
This week, as Facebook turns 20, I’m in the US, working in Washington DC and New York between celebrating a wedding in San Francisco and an MIT reunion in Boston. It’s funny to reflect on 20 years of Facebook while at a college reunion. Over the years, my
For over a decade, alternative assets enjoyed a bull run across a range of asset classes that looked like it might never end. But, as we know, all good things come to an end – cycles (and interest rates) always win. The 2023 slowdown in private equity, M&A and
On January 11th, the SEC approved 11 spot bitcoin ETFs, from providers ranging from traditional players, such as Fidelity and Invesco, to digitally focused newcomers, like Grayscale and ARK. Was this, at last, the permission needed to bring crypto, truly, into the mainstream? Fuel for the fire The clearance was
Boeing have been in the news lately for all the wrong reasons. The incident that befell Alaska Airlines Flight 1282, a Boeing 737 Max, on 5th January would have been terrifying for passengers. Ultimately nobody was seriously hurt and the aircraft landed safely, but the damage to Boeing’s fortunes
In 2024, the world is set to surf a political tidal wave, with over 50 countries conducting elections. This unprecedented level of global electoral activity will involve about half of the world’s population going to the polls. The results will influence domestic policy but will also have broader implications
2023 has been a year when digitalisation became an even-more popular topic for participants in the debt capital markets and I’m pleased to say that Origin has been at the centre of that shift. Whilst digitalisation can mean different things to different market participants (from introducing workflows through to
This week, I was interested to read the Future of Bond Market Infrastructure Survey from OMFIF's Sovereign Debt Institute. It asked a range of market participants, including issuers, asset managers, banks and service providers, for their thoughts on the future of DCM. The survey aimed to discover the