FMS Newsletter
  This year has so far been a roller coaster of events, with the global markets repricing assets amid an impending interest-rate tightening by the US Federal Reserve and the escalating conflict in Ukraine. Forward-looking banks and asset managers are taking a strategic look at their cost structures to drive front-office efficiencies while improving operational flexibility to seize profitable revenue opportunities. Against this backdrop, we are delighted to present our latest thinking and capabilities to help clients effectively navigate this volatile environment.

Chanakya Dissanayake – Head of Investment Research

  Fresh and unique: Handpicked content, carefully curated for you  
The path to net zero: investor scorecards to assess corporate preparedness   US municipal debt market – a new winner in the post-COVID-19 world
Blog   Blog
The white paper explores Acuity Knowledge Partners’ proprietary net-zero scoring framework designed to help clients assess and compare net-zero pledges across companies and identify potential attempts at greenwashing

  This white paper provides an overview of munis’ performance in 2020 and 2021. Each of these years saw record issuance of more than USD475bn. The paper also lists the opportunities in the muni market and an outlook for the coming year

2022 US market outlook: compelling need for a bottom-up approach to generate alpha in choppy markets   High US inflation, Fed tightening and a tighter labour market – do these hint at an impending US recession?
Blog   Blog
After a stellar run in 2021, the US equity market is expected to be in choppy waters as investors closely monitor the Fed’s policy actions in light of persistent high inflation and developments around the Omicron variant

  Learn why along the Fed’s current tightening path, a major fear is an overreaction to the high inflation numbers. Interestingly, bond markets are not too concerned about inflation

India’s budget 2022: focus on infrastructure to sustain economic growth   Chatbots have arrived – does the financial services sector/private wealth management (PWM) firms need them?
Blog   Blog
The FY23 budget continues to support India’s slow economic recovery from the pandemic. Learn how the government estimates that GDP will grow 8.0-8.5% in FY23 vs 9.2% in FY22

  In 2023, chatbot interactions will save ca 862m hours for banks (according to Juniper Research), translating into cost savings of ca USD7.3bn globally. This presents significant opportunities

  Solution showcase  
Forensic analysis   Hedge funds
Blog   Blog
Forensic analysis assesses the quality and sustainability of earnings by identifying accounting red flags via an in-depth review of financial statements and accounting policies, including a corporate governance assessment covering conflicts of interest and key management remuneration structures

  We deliver expertise in the hedge fund space by providing access to best-in-class research talent that supports investment teams across asset classes and business functions in an agile and cost-effective manner

  Acuity in the News  
The Journal of Structured Finance: CLOs in hypergrowth mode, but LIBOR transition a near-term challenge   S&P Global: Major Chinese banks increase loan loss provisions amid slowing economy
Blog   Blog
Press release: Acuity Knowledge Partners adds 2,000 employees to almost double in size as it exceeds 2021 growth projections   Press release: Acuity Knowledge Partners awarded Great Place to Work certification
Blog   Blog

Acuity Knowledge Partners (Acuity), formerly part of Moody’s Corporation, is a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector.

Headquartered in London, Acuity Knowledge Partners has nearly two decades of experience in servicing over 400 clients by deploying its 4,000+ specialist workforce of analysts and delivery experts across its global delivery network. We provide our clients with unique assistance to innovate, implement transformation programmes, increase operational efficiency, and manage costs and improve their top lines. These services are supported by our proprietary suite of Business Excellence and Automation Tools (BEAT) that offer domain-specific contextual technology. Acuity Knowledge Partners is backed by Equistone Partners Europe, a leading private equity organisation that backs specialist growth businesses and management teams.

 US: +1.212.553.7778 +1.212.553.8916 | UK: +44 207 550 4499  | India: +91 80 6113 3000  
Sri Lanka: +94 11 235 6000  | Beijing: +86 10 8248 6812  | HK: +852 (972) 836-39 |  contact@acuitykp.com
 ©2022 Acuity Knowledge Partners. All rights reserved.