Reports list

Examples of investment accounts and tax wrappers in Europe and worldwide - and what the EU and member states can learn from them

An in depth look at UK and European companies that have moved their primary listing to the US market over the past decade

Our eighth Annual Review monitors the progress of signatories against their Charter commitments and holds them to account

A short manifesto of reforms for UK capital markets to drive investment, growth, and competitiveness

The proposed consolidation of the local government pension scheme and defined contribution pensions

New Financial recently celebrated a major milestone – 10 years since we embarked on making the case for bigger and better capital markets

The decline in smaller listed companies, why we should care about it - and what we can do to address it.

A 10-year performance review of financial regulation and regulators in the context of market outcomes.

Analysis of the size and depth of capital markets in Europe 10 years after the launch of Capital Markets Union.

Analysis of investment in domestic equities and of home bias by pension funds in the UK and around the world.

Analysis of retirement saving and retail investing in the EU and recommendations for an integrated reform agenda.

Analysis of the size, growth & penetration of green finance in Europe.

Our seventh Annual Review monitors the progress of signatories against their Charter commitments and holds them to account.

Analysis of the size, depth and growth potential of capital markets in the UK.

Explores the structural shift over the past few decades in the way UK pension funds invest the money they allocate to equities.

The case for transitioning unfunded public sector occupational pension schemes to a funded model.

Analysis of the size, depth & growth potential of EU capital markets through the lens of Brexit & strategic autonomy.

Analysis of the size, growth & penetration of sustainable finance activity in global markets.

Analysis of the change in the gender pay gap data & female representation in UK financial services.

Analysis of the state of play an growth potential in EU capital markets.

This ‘concept paper’ outlines an ambitious initiative to help engage and empower individuals with their money.

This report outlines an ambitious blueprint for the future of UK banking and finance.

An introduction to why more corporate diversity reporting is not yet leading to informed decisions from investors.

2021 was another big year for the Charter, with a third of signatories due to hit their targets.

Analysis of the size, growth & penetration of green finance in European capital markets.

Analysis of the size, depth & growth potential of capital markets in Europe through the thin lens of political challenges.

For a few brief weeks, the UK government had a new tone towards financial services and a new sense of ambition with ‘Big Bang 2.0'.

A rough guide to how (not) to talk about banking, finance, and capital markets.

Something funny seems to be going on with the banking and finance industry: the number of jobs in the UK economy is shrinking.

Analysis if how capital markets can help accelerate the transition to net zero in the energy sector.

This paper outlines the journey from Big Bang 2.0 to Edinburgh, and looks ahead to the complicated process of rebooting UK Capital Markets.

Analysis of pools of long-term capital in the EU with a focus on pensions.

Monitoring the progress of signatories and holding them to account.

Analysis of the shift in risk appetite & investment away from equities over the past few decades by UK pension funds.

Analysis of the size, growth & penetration of sustainable finance activity in global markets.

Analysis of the size, depth & growth potential of investment in high potential companies across Europe.

This short paper is a summary of the key themes in our current work on the urgent need for more structural reform of pensions, capital marke

Analysis of the ‘parallel crisis’ in UK pensions and capital markets - and how to address it.

Analysis of the size and depth of capital markets in Europe in the context of some of the biggest social and economic challenges.

Analysis of the shifting dynamics of retail participation in European equity markets and proposals for increasing engagement.

Assessing the impact of the charter on signatories and the benefits and challenges they face.

How ISAs could help kickstart a recovery in UK capital markets.

Measuring the regional footprint and impact of the industry through the lens of Pension Insurance Corporation.

Update of our analysis of the state of play and growth potential in EU capital markets.

Analysis of the progress so far, the impact of Brexit, the shift in direction of the CMU project and a bolder vision for the future.

Conflicting short-term hiring data is confusing the debate on London's future, which is being influenced by more than just leaving the EU.

Analysis of what has and hasn’t changed in the capital markets industry since 2006.

Diversity is firmly on the corporate agenda, but this report looks time at what asset owners

Analysis of what a transition period would involve, the challenges in
reaching agreement, how best to get one - and what happens without one.

If the industry wants to bridge the gap with the rest of society it should start by talking about itself in a different way.

Analysis of the size and depth of capital markets in the EU – and the potential growth opportunity in future.

This report is the first annual review of signatories to monitor their progress against their Charter commitments over the past year.

Jon Lukomnik and Jim Hawley explore the underlying purpose of asset management, and how to reconnect the industry with that purpose.

Analysis of gender pay gap data and female representation in UK financial services.

Measuring the value of activity & size of financial centres in 48 countries around the world.

Understanding the diversity challenges facing the asset management industry and what firms are doing about it.

An analysis of the impact of capital markets on people's everyday lives through the lens of the economy in the North West England.

Analysis of the size, depth & growth potential of capital markets in 60 economies around the world.

Diversity & Culture analyses the differences and similarities in how companies approach diversity and culture and why it matters.

This report provides the most comprehensive analysis yet of the impact of Brexit on the City and the wider banking and finance industry.

Three years since the UK Government launched the HM Treasury Women in Finance Charter, it is having the desired impact.

John Glen, Former Economic Secretary to the Treasury spoke at the Women in Finance Charter Annual Review launch event on 14th March 2019.

The City may not like the hand it has been dealt by Brexit – but there is a lot more to it than being hung out to dry by the government.

Why and how progressive asset owners are addressing diversity and inclusion – and why the investment industry should care.

Analysis of the size, depth & growth potential of capital markets in the EU.

Analysis of the changing world of stock exchanges and public equity markets over the past 50 years.

Article published in The Daily Telegraph based on our report ‘What are stock exchanges for? And why should we care?’

Assessing the impact of the charter on signatories and the benefits and challenges they face.

Analysis of the size and depth of capital markets in the EU27

An updated summary of how the banking & finance industry has responded to Brexit.

Analysis of the progress so far, the challenges ahead - and the way forward.

Why are so many people around the world so angry with capitalism, big business, politicians and the elite? And what can we do about it?

This thought paper series introduces why we believe radical action is necessary to drive a change in diversity to reach a new equilibrium

Analysis of the EU equivalence regime, how it works, and what it means for UK financial services in the context of Brexit.

The first in a series of papers on how the banking and finance industry can respond to the Covid crisis.

Analysis of how UK companies use the capital markets and the role they play in supporting jobs across the UK.

The third Annual Review analyses the largest cohort yet, with data from 187 signatories.

Analysis of how banks and capital markets have responded to the Covid-19 crisis and he potential for growth in EU capital markets.

How the Covid crisis is catalysing a step change in diversity and inclusion across the financial services industry.

Recalibrating the UK framework in a post-Brexit & post-covid world.

Analysis of the progress so far and the new CMU action plan.

Analysis of the size, depth & concentration of capital markets in the EU27

This short paper summarises where we are, how we got here, and where we might go from here.

Submission of evidence from New Financial to the UK listings review.

Analysis of how different pools of long-term capital in the UK are invested - and how to unlock them.

Five years since the UK Government launched the HM Treasury Women in Finance Charter, signatories faced their biggest test yet.

Analysis of the fragmented stock exchange landscape in Europe and how it is holding back growth in capital markets.

An updated analysis of how the banking & finance industry has responded to Brexit – and who is moving what to where.

Analysis of the progression of Black colleagues into leadership positions across the UK financial services industry.

Analysis of the size & growth of financial centres in 65 markets around the world.

Five years since the launch of the Women in Finance Charter, this report assesses its impact on female representation.

The discussion paper outlines the regulators’ proposal to set rules and guidance for all regulated firms on D&I issues

A summary of a speech given by by Robert Jenkins to the New York Society of Security Analysts on 1 May 2014.

Until banks start making a more positive case for the value of what they do, they will struggle to defuse – let alone win – the argument.

An analysis of the slow decline of the fixed income business.

A summary of Thomas Philippon's paper 'On the Theory and Measurement of Financial Intermediation'

Instead of shouting at the waves, the capital markets industry needs to adopt a more enlightened approach.

An emphasis of the importance of the IPO as a mechanism for capital raising and encouraging the shift away from bank financing.

The investment banking industry has lots of problems, but few of them are as intractable as its problem with costs.

Senior bankers may recall that the story of Sisyphus doesn’t end well. In fact, it doesn’t end at all.