SA Is Off the FATF Grey List – Now It’s Time to Modernise Compliance
South Africa exited the Financial Action Task Force grey list in October 2025 after completing a 22‑point AML/CFT action plan. The removal lifts cross‑border restrictions and restores investor confidence, giving local banks a chance to expand. Analysts argue that compliance should now be a growth catalyst, leveraging centralized, AI‑driven client lifecycle management. Institutions that adopt an always‑on, agentic‑AI model can turn regulatory resilience into competitive advantage.
Dalal Street Newbies Using IPO Muscle to Beat Down Debt
India’s recent IPO surge is increasingly being leveraged to reduce corporate debt rather than fund expansion. Companies earmarked roughly ₹35,055 crore—about a quarter of total IPO proceeds—for debt repayment across 95 issuers in 2024‑2026. This marks a reversal from 2020‑21, when...
InspireMD Inc (NSPR) Q4 2025 Earnings Call Transcript
Inspire Medical Systems reported a 12% rise in fourth‑quarter revenue to $269 million and a 14% increase for the full year, reaching $912 million, driven by both existing and new center growth. The company widened its 2026 revenue outlook to $950‑$1 billion, reflecting...
Xoma Royalty Corp (XOMA) Q4 2025 Earnings Call Transcript
Zymeworks reported Q4 2025 revenue of $106 million, up from $76.3 million, while net loss narrowed to $81.1 million as operating expenses fell. The company highlighted Phase III zanidatumab data showing median PFS over one year and overall survival beyond two years in first‑line...
Protalix Biotherapeutics Inc (PLX) Q4 2025 Earnings Call Transcript
West Pharmaceutical reported Q4 2025 revenue of $850 million, up 7.5% reported and 3.3% organically, pushing full‑year net sales past $3 billion with 4% organic growth. Adjusted EPS rose 12% to $2.04 and free cash flow surged 70% to $469 million for the...
SailPoint Inc (SAIL) Q4 2026 Earnings Call Transcript
SentinelOne reported Q4 2026 revenue of $271 million, up 20% year‑over‑year, and total ARR grew 22% with a record $64 million net new ARR. The company achieved its first full‑year operating profitability, posting a 3.5% non‑GAAP margin and a 6% Q4 operating margin....
SES Successfully Prices €650 Million of SPACE Hybrid Securities
SES Financing S.à r.l., a wholly‑owned subsidiary of satellite operator SES, priced a €650 million PNC5.25 Subordinated Perpetual with Automatic Conversion Events (SPACE) hybrid security on 24 March 2026. The issue, carrying a 7.375% coupon and callable at par from 2031, was five...
SAP Launches New AI, Integrated Travel and Expense Enhancements
SAP Concur is embedding its Joule AI assistant into Microsoft 365 Copilot, letting employees create expense reports, book travel and query policies without leaving familiar apps. Two new Joule agents – Expense Automation and Expense Pre‑Submit Audit – automate report...
Auburn National Bancorporation Authorizes Stock Repurchase Program
Auburn National Bancorporation (NASDAQ: AUBN) announced its board approved a new stock repurchase program. The plan authorizes up to $5 million of common shares to be bought back by March 15 2027, replacing the prior program that expired in April 2024. Repurchases can be...
Galapagos Receives Transparency Notification From Bank of America
Galapagos NV disclosed that Bank of America Corp. received a transparency notification under Belgian law after its stake fell below the 5% threshold on March 10, 2026. The bank’s combined voting rights and equivalent financial instruments now represent 3.91% of...
Auvenir Separates From Deloitte, Now Styles Itself Streamworks
Founded by Deloitte in 2019 as Auvenir, the Toronto‑based firm has spun off to become Streamworks Tech, an independent provider of cloud‑based audit and quality‑management software. The company will concentrate on small and midsized accounting firms, launching a beta Engagements...
Itausa Sees Aegea Valuation Topping $7.8 Billion in Brazil IPO
Itausa SA, a major shareholder of Aegea Saneamento e Participacoes, expects the sanitation firm to achieve a valuation above its current 40.5 billion reais ($7.8 billion) as it prepares for an initial public offering in the coming months. CFO Priscila Grecco said...
Lululemon Athletica Inc. Announces Fourth Quarter and Full Year Fiscal 2025 Results
Lululemon athletica reported fourth‑quarter revenue of $3.6 billion and full‑year revenue of $11.1 billion, marking a 5% increase year‑over‑year. International sales surged 22% while the Americas segment slipped, resulting in a modest overall comparable‑sales gain of 2%. Inventories rose 18% to $1.7 billion...
SEC Clarifies the Application of Federal Securities Laws to Crypto Assets
The U.S. Securities and Exchange Commission and the Commodity Futures Trading Commission issued a joint interpretation that clarifies how federal securities laws apply to crypto assets. The guidance introduces a taxonomy covering digital commodities, collectibles, tools, stablecoins and digital securities,...
SEC Publishes Data on Public and Private Offerings, Municipal Advisors, Transfer Agents, and Securities-Based Swap Dealers
The SEC’s Division of Economic and Risk Analysis released an extensive data set covering IPOs, follow‑on offerings, corporate bonds, Regulation D, ABS, CMBS, and security‑based swap dealers. In 2025, IPO activity jumped to 374 deals raising over $70 billion, while Regulation D offerings...
How the Iran War Could Trigger a Global Credit Crunch
The Iran‑Israel war has shut the Strait of Hormuz, cutting off a vital source of petro‑capital that Gulf sovereigns traditionally channel into global finance. This disruption threatens the $1.4 trillion of assets held in UAE financial hubs and has already forced...
Jack Daniel’s Parent Taps Whirlpool Alum for CFO
Jim Peters, a longtime Whirlpool finance chief, will become CFO of Brown‑Forman effective March 31, succeeding retiring executive Leanne Cunningham. Peters brings over two decades of global finance experience, including a decade as Whirlpool’s CFO, and will be compensated with a...
Stocks Haven’t Hit Bottom yet, Says the Analyst Who Called a ‘Rolling Recession’ when Everyone Else Saw a Boom
Morgan Stanley’s chief U.S. equity strategist Mike Wilson, who previously warned of a “rolling recession,” now says the market correction is already mature. He points to 50% of Russell 3000 stocks down at least 20% from 52‑week highs and over 40%...
Handel’s Ice Cream Appoints Yum Brands Veteran to CFO Role
Handel’s Homemade Ice Cream has appointed Naveen Dasa as its new chief financial officer, effective immediately. Dasa arrives with more than a decade of finance and strategy experience at Yum Brands, Shake Shack, and investment banks, most recently overseeing Pizza...
ContextVision AB: Transactions Made Under the Buy-Back Programme
ContextVision AB announced that its share buy‑back programme, originally launched in September 2025 for up to NOK 10 million and 4 million shares, was extended to 11 May 2026 with unchanged terms. Between 9 March and 16 March 2026 DNB Carnegie repurchased 1,188,241 shares for a total...
Virbac: Public Release of the Year-End Consolidated Accounts at 31 December 2025
Virbac, a French animal‑health group, published its 2025 consolidated accounts on March 17, 2026. The full financial report is hosted on the corporate website under the Investors → Financial Reports section. The statements were examined by the board of directors and are awaiting...
Morningstar DBRS Comments on the City of Calgary's Commercial Paper Program Limit Increase; Commercial Paper Credit Rating Unchanged at R-1...
Morningstar DBRS reports that Calgary has increased its commercial paper program limit to $500 million, up from $400 million, while maintaining an R‑1 (high) rating with a stable outlook. The city’s cash and investment portfolio stands at $7.1 billion, including $756.5 million of short‑term...
Apollo Credit Funds Moving Towards Monthly NAV Reports
Apollo’s credit fund managers announced a shift to monthly net asset value (NAV) reporting, aiming to increase transparency for investors. The strategy includes real‑time portfolio marks and, when necessary, third‑party valuation models to address pricing uncertainties. Executives say the change...
From €3bn to €5bn – FCA Proposes to Increase the Commodity Clearing Threshold
On 6 March 2026 the FCA released Consultation Paper 26/8 proposing to raise the UK commodity clearing threshold from €3 billion to €5 billion. The change addresses nearly 90 % commodity price inflation since the 2016 threshold was set, which has effectively lowered...
#58559
Traeger, Inc. (ticker COOK) announced a 1‑for‑50 reverse stock split, effective before the market opens on March 18, 2026. Each existing share will be converted into 0.02 of a new share, consolidating fifty old shares into one new share. The corporate action...
Sure, It’ll Be Grand
EY’s March 12 poll of 200 senior Irish finance leaders shows overwhelming optimism for 2026, with 94% expecting growth and an average forecast of 9%. The confidence reflects Ireland’s near‑13% GDP expansion in 2025, driven largely by pharmaceutical exports. Energy...
U.S. Mergers & Acquisitions Monthly Review: February 2026
U.S. M&A activity slowed in February 2026, with announcements dropping 26.7% to 1,013 versus January, yet aggregate deal spending surged 236.8% month‑over‑month. Eleven of FactSet’s 21 tracked sectors posted higher three‑month deal volumes compared with a year earlier, led by...
The EBA Issues Revised List of ITS Validation Rules
The European Banking Authority (EBA) issued an updated list of ITS validation rules, highlighting deactivated, reactivated, and severity‑status changes. It reminded EU competent authorities not to validate data against deactivated rules. The EBA also launched a small validation‑rules package containing...
How CoreWeave’s ‘Situationship’ with Big Tech Could Cause a 30% Stock Dro...
CoreWeave, the leading GPU‑cloud provider, faces a steep valuation correction as Bernstein analysts warn that its $30 billion capital‑expenditure plan will generate $23 billion of negative free cash flow in 2026. The firm’s biggest customers—Microsoft, Meta and other hyperscalers—are rapidly expanding their...
Wizz Air: We Lower Our Fair Value Estimate 17% as Oil Spike Meets Operational Headwinds
Morningstar cut Wizz Air Holdings' fair‑value estimate by 17% to GBX 1,220, citing a sharp oil price spike and escalating operational headwinds. The airline’s fuel‑hedge coverage falls from 83% in FY2026 to just 55% for FY2027, exposing it to higher jet‑fuel...
Brazil Steps Up Bond Market Intervention as Oil Upends Rates
Brazil's National Treasury announced an expanded bond market intervention after a sharp rise in oil prices lifted inflation expectations and pushed sovereign yields upward. The authority increased direct purchases and offered additional liquidity to stabilize benchmark rates and limit volatility....
UK Government Moves Forward on Clarifying Fiduciary Duty and ESG
The UK government has tabled an amendment to the Pension Schemes Bill that will empower it to publish the long‑awaited guidance on trustees’ fiduciary duties, particularly regarding ESG considerations. The change formalises the government’s commitment to clarify how sustainability factors...
PDI Picks – 3/16/2026
Limited partners (LPs) are staying upbeat on private debt despite recent negative headlines. A new Private Debt Investor feature highlighted that LPs are “shutting out the noise,” maintaining or expanding allocations. Chart data from 2018‑2026 shows a growing share of...
AppZen Completes Workday Integration for AI-Powered Expense Audit
AppZen has completed a Workday Design Approved Integration, adding its AI‑driven Expense Audit app to the Workday Marketplace. The integration creates a bi‑directional, near‑real‑time link between Workday Expenses and AppZen’s Mastermind AI platform, enabling autonomous compliance checks and fraud detection....
Sai Parenteral’s IPO to Open on March 24; to Raise ₹285 Crore via Fresh Issue
Indian pharmaceutical manufacturer Sai Parenteral announced its initial public offering, set to open on March 24, 2026. The IPO comprises a fresh issue of up to ₹285 crore and an offer‑for‑sale of roughly 3.16 million equity shares, with a price band of...
Real Products in 2026? – Acclerate(r) Change
The AICPA Accelerator’s ninth cohort, announced in March 2026, spotlighted five AI‑driven startups reshaping accounting and finance. Adaptive brings an AI‑native construction accounting platform with over 1,000 clients and $26 million raised; AuditPro.ai delivers turnkey AI audit applications for rapid, affordable insights....
Press Release: Palm Launches Pulse: The AI Assistant for Treasury Teams
Palm introduced Pulse, an AI‑driven conversational assistant that sits atop treasury management systems and ERPs. The tool lets treasury professionals ask natural‑language questions about cash positions, forecasts, investments, debt and FX exposures, delivering answers and charts in seconds. Pulse combines...
The EBA Consults on Regulatory Products on Initial Margin Model Authorisation
The European Banking Authority (EBA) has launched two public consultations on draft Guidelines and draft Regulatory Technical Standards (RTS) for authorising internal initial margin models under EMIR 3. The proposals target firms whose aggregate monthly notional amount of non‑centrally cleared OTC...
EHang Posts Record Q4 Revenue, First GAAP Profit as EH216-S Commercial Launch Nears
Chinese advanced‑air‑mobility firm EHang posted record Q4 revenue and its first GAAP profit, driven by 100 eVTOL deliveries—including 95 EH216 units and five VT35s. Total Q4 revenue rose 48% year‑over‑year to RMB 243.8 million, while net income turned positive at RMB 10.5 million. The...
Press Release: Geopolitical Uncertainty Forcing Businesses to Rethink Working Capital Says Ebury
Rising geopolitical uncertainty, currency volatility and supply‑chain disruptions are tightening working capital for internationally active companies, according to Ebury’s Global Head of Lending, Charles Hardaker. He outlines six practical steps—shortening the cash conversion cycle, using supplier payment financing, treating FX...
Press Release: Stable Sea and BitGo Partner to Allow Digital Asset Solutions and Secure Onchain Treasury Access to Businesses
Stable Sea has partnered with BitGo, an OCC‑regulated digital‑asset trust bank, to offer businesses secure, insured custodial wallets and on‑chain treasury services. BitGo’s Crypto‑as‑Service provides institutional‑grade custody with up to $250 million in insurance, enabling users to buy, sell, hold and...
Press Release: S&P: Insurance Brief Says Middle East War Is Fuelling Cyber Risk
S&P Global Ratings warns that the ongoing Middle East war is amplifying cyber‑threat activity, with threat actors launching more DDoS attacks, phishing campaigns and network intrusions. While no large insured cyber losses have been reported yet, the situation remains fluid...
New Feeder Fund Opens Macro Access for Canadian Advisors
Canadian advisors now have a domestic feeder fund that gives accredited investors access to Bridgewater Associates' flagship Pure Alpha strategy through a Wilshire‑managed account. The vehicle is structured as an Ontario mutual fund trust, with Oak Hill Asset Management acting...
Intercontinental Exchange Introduces ICE Private Credit Intelligence with Apollo as Anchor Partner
Intercontinental Exchange (ICE) announced the launch of ICE Private Credit Intelligence, a data‑infrastructure platform designed to bring public‑credit‑style transparency to the private credit market. Apollo Global Management is joining as the anchor partner, with ICE planning to add additional originators,...
Survey on the Healthcare Financial Landscape Offers a Roadmap for Stakeholders
Zelis commissioned Datos Insights to survey over 2,200 health‑plan executives, employer‑benefits leaders and insured consumers, revealing mounting financial pressure across the healthcare ecosystem. The study shows that 63% of employers view price transparency as a key cost‑management tool, while 68%...
Maruti Gets ₹5,786 Cr Income Tax Order; to Challenge Before Dispute Resolution Panel
Maruti Suzuki India received a draft income‑tax assessment of ₹5,786.4 crore for the 2022‑23 fiscal year. The company announced it will file objections before the dispute‑resolution panel. It emphasized that the order has no immediate effect on its operations, finances or...
Kuwait Returns To The Global Debt Market
Kuwait re‑entered the international sovereign market in September 2024, issuing an $11.25 billion eurobond – its first external debt sale since 2017. The issuance was enabled by a new debt law approved in March 2025 that authorises up to KD30 billion (≈$97 billion)...
Barclays, Sage Partner to Simplify Business Admin
Barclays and accounting software firm Sage announced a strategic partnership aimed at streamlining administrative tasks for small and mid‑sized enterprises. The collaboration combines Barclays' business‑banking expertise with Sage's digital accounting, payroll and HR platforms to cut the time owners spend...
SEC Proposal to End Mandatory Quarterly Reporting Draws Opposition
The SEC is weighing a shift from mandatory quarterly earnings reports to a biannual cadence, a move first floated by former President Donald Trump and championed by SEC Chair Paul Atkins, who aims to release a proposal by early 2026....
Bank Reconciliation Software vs Excel: What Works in 2026
Finance teams face rising transaction volumes and tighter reporting standards, prompting a reassessment of Excel‑based reconciliations. While spreadsheets remain flexible for small, low‑volume operations, they struggle with version control, manual matching, and error risk as data scales. Dedicated bank reconciliation...