All Insights

Rob Rowe talks with Alternative & Renewable Energy Analyst Vikram Bagri about the role of renewables in meeting the energy needs of the world. They touch on tariffs and other implications of U.S. policy, dependence on China, the innovation under way in the nuclear space, and the overall market environment for renewables.

In this episode of the Citi Institute podcast, host Alex Miller is joined by Kelly Ahuja, CEO, Versa Networks and John Collmer, Global Head of ECM Private Placements, Citi to discuss Fundraising, exploring the critical journey for companies at various stages of growth, from venture funding to IPOs and sharing insights on the strategies, considerations, and key decisions that shape a company's financial trajectory.

The migration to ISO 20022 messaging standard is introducing a new global common standard for cross-border transactions. The Swift MX messaging under ISO 20022 facilitates the sending of enhanced data in a richer, more structured format as compared to Swift MT messages — which is anticipated to bring a wide range of benefits from interoperability, reducing manual intervention, improved and accurate compliance monitoring, operations resilience, and fraud management.

Amanda Hale, Andrew Newson and Matthew Cherrill, of Citi’s Global Trustee & Fiduciary Services, sit down to discuss the latest regulatory highlights.

Asset servicing is at a pivotal crossroads. As markets become more complex and with the introduction of new asset types, the operational backbone of post-trade is under increasing pressure to adapt. Citi is redefining asset servicing through a singular real-time asset servicing platform that connects clients directly to the markets, enabling quicker access to information and giving them the confidence to act when every second counts.

We think the front-loading of Asian exports to avoid U.S. tariffs risks “payback” effects in the coming quarters. We analyze changes in China trade patterns and see two signs that payback effects may be looming: Global manufacturing PMIs have been weakening, and there’s a widening gap between Asian tech exports and tech-sector industrial production growth.

Rob Rowe talks with Veronica Clark of the U.S. Economics team about how the U.S. economy could be affected by tax-policy changes in the House reconciliation bill and by the imposition of tariffs. They discuss the uncertainties around these issues, how economists navigate those uncertainties, and what the Fed will be looking at in considering its monetary-policy path.

We expect portable AI servers to emerge as key applications and to significantly drive demand for on-device AI semiconductors. In this Super-Sector report from Citi Research, we look at what the emergence of such devices may mean for new computing architectures and the technology directions needed to support them.