Capital Markets Research Outlook 2020

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CAPITAL MARKETS DURING AN EXOGENOUS SHOCK

COVID-19 has delivered a sudden and pervasive shock felt across every aspect of our personal and professional lives. In capital markets, the long ocean of calm has come to a sudden and volatile end. Transaction volumes are straining the systems that make up the infrastructure of the capital markets. At the same time the entire capital market value has, like the rest of the world, moved remote, putting special strains on the already complex ways the markets interact. Many scenarios have been put in place, but regulators and business heads have not conceived of fully remote market place.

Celent is committed to helping our clients assess the technology implications across the financial system, from changes in customer behavior to new strategies and technologies required to respond to this upended world. We’re in touch with financial institutions and their technology partners around the world and are developing a host of new perspectives, updated regularly, to help you make the right strategic technology choices in the medium- and longer term. Our clients have access to our insights through traditional ways – reports, blogs, Analyst Access – and new media, like interactive virtual roundtables and snap polls.

Because Celent is part of a larger organization, Oliver Wyman and Marsh & McClennan Companies (MMC), you have access to our collective thought leadership in areas ranging from epidemiology (Oliver Wyman), to economic modelling (Oliver Wyman), to risk/ crisis management (Marsh), and human resource implications (Mercer).

For further information, please see:
Celent https://go.celent.com/coronavirus/overview?token=0a4ebe9774
Marsh https://www.marsh.com/us/insights/research/pandemic-risk-hub.html
Mercer https://www.mercer.com/our-thinking/managing-novel-coronavirus.html
Oliver Wyman https://www.oliverwyman.com/our-expertise/hubs/coronavirus.html
MMC https://www.mmc.com/pages/coronavirus.html

One thing is certain: none of us can go it alone. As you face hard decisions in the areas of technology and partnerships, Celent is here to support you. We can help you vet partners and technologies as you respond to government initiatives, the changing needs of your customers, and growing cost pressures.

2020 RESEARCH THEMES

Four areas will permeate our capital markets research. While our space changes quickly enough that we’ll respond to fast moving new developments, analysts will be focusing on cloud, AI/machine learning, data and, of course, our commitment to the evolution of front to back technology.

COVID-19

What are the trading and risk implications in the near-term? What are the longer-term implications from a communication, BCP, and trading perspective?

CLOUD

Cloud implementations are becoming increasingly common and are becoming a key feature of infrastructure across global capital markets. With experience, investment banks, broker dealers, exchanges, asset owners, and asset managers are uncovering unexpected sources of value and discovering agility from a technology, services and commercial perspective.

ARTIFICIAL INTELLIGENCE/MACHINE LEARNING

The promise of AI is coming into focus. Firms are moving beyond Robotic Process Automation (RPA) to new and exciting areas of machine learning. As it begins to enter its prime, we’ll explore AI’s adoption, use cases, and vendors.

DATA AND ANALYTICS

Data is the still yet untapped source of value for banks and other capital markets firms. From strategy to tactics, we’ll explore the role and adoption of APIs in facilitating data flow, the part that external partners can play in monetizing data, and the pitfalls that banks and other capital markets firms should consider. We will also discuss the role of predictive analytics.

TYPES OF INSIGHTS

Building off the broader topic areas above, we list a selection of reports currently on the 2020. A lot can change during a year, of course, so this list should be taken as an indication of where we’re focusing our efforts. Additions and deletions will likely occur. If you have a topic that you’re curious about, please let us know.

INDUSTRY TRENDS AND CASE STUDIES

  • The Future of Trading
  • Open Platforms Opening New Horizons
  • Buyside Regulatory Reporting: Digital Strategies & Solution Paradigms
  • Fixed Income Technology: Ripe for Revolution
  • Outsourcing Moves Forward

ABCD REPORTS AND SOFTWARE ANALYSES

  • The New Buyside Workbench: Tools and Technologies for Managing Services
  • Next Generation ALM and Balance Sheet Management 2020: A Vendor Spectrum
  • Transforming Surveillance Operations with Innovative Technology
  • IT Services for the New Era of Capital Markets

POLLS, PANELS, AND PRIMERS

These and other annual benchmarking reports help executives prepare business plans and make strategic technology choices and investments.

  • Biennial Portfolio Management and Risk Management Technology Survey
  • Head Trader Survey: 50 Heads of Trading on AI, Cloud, and Services
  • Strategic Technology Priorities for Outsourcing in Asset Management: A Survey of 15+ C-Suite asset management executives

Contact us for more information about what we have planned in Q3.

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