Cubillas Ding

1 month ago | celent.com | Cubillas Ding |Janey Speed

Buyside firms are becoming less defensive compared to last year; however, we believe that the outlook for investing and investment managers remains tempered. Since our survey was conducted toward the end of 2024, when markets finished the year on a relatively buoyant note — we have observed that the global macroeconomic environment has become more volatile, with heightened recessionary risks stemming from global trade tensions and policy uncertainties.

1 month ago | celent.com | Cubillas Ding |Monica Summerville

Early results from our IT Dimensions 2025 survey show that IT budget growth is accelerating as firms balance the need for efficiency against a desire for transformational change. Last year’s Dimensions Survey indicated a drive toward regulatory compliance and cyber resilience, as well as improving agility and scale. We expect this trend to continue with the implementation of new regulations, such as DORA, in 2025.

1 month ago | celent.com | Cubillas Ding

The investment sector is experiencing a profound transformation, driven by advancements in data capabilities and nascent AI integrations. The acceleration of digitization, AI, and strategic data insights has reinvigorated the emphasis on data enablement within capital markets, fueled by strong imperatives and increased funding for next-generation, cloud-enabled investment data infrastructures.

Jan 20, 2025 | celent.com | Cubillas Ding

On January 13, 2025, Clearwater Analytics, a company renowned for its expertise in investment accounting and data operations, announced its intention to acquire Enfusion, a prominent provider in the hedge fund sector specializing in order execution and post-trade operations. This strategic move highlights a significant trend in the investment management industry, where firms are increasingly seeking innovative solutions to enhance their operational efficiencies and economic performance.

Dec 8, 2024 | celent.com | Cubillas Ding

The investment landscape is experiencing considerable transformation, as ongoing capital flows and expansions into private markets blur the distinctions between public and private sectors. Private markets' assets under management (AUM) are expected to grow at an 11.4% compound annual growth rate (CAGR) from 2023, surpassing $25 trillion by 2028. Demand from retail investors is anticipated to be a major driver of future growth in private markets.