Marvin's Blog

Explore the evolving credit landscape as lending shifts from banks to platform and private credit. Understand new complexities in credit risk analysis, financial regulation, and AI in finance. Equip analysts with insights to navigate these changes.

Key takeaways on credit repricing, BNPL, private credit, Basel IV, and tariffs from Marvin Labs’ LinkedIn Live. Implications for equity and credit analysts.

How geopolitics, tariffs, FX, and logistics shape Namibia and South Africa. Analyst takeaways with sources, from a Marvin Labs LinkedIn Live.

Key takeaways from 1Q25: tariffs reshaping pricing, hyperscaler capex, Apple’s services resilience, and what to watch in Q2 for margin defense.

Key takeaways on AI’s impact on semiconductor capex, Google’s search economics, and how research frameworks must change. Analyst-focused and source-backed.

Highlights from Marvin Labs’ LinkedIn Live on using AI to standardize the house view, boost advisor productivity, and cut costs while preserving client trust.

Marvin Labs panel on AI’s cost shift. DeepSeek’s pricing, real P&L use cases, CapEx risk, and what signals analysts should track as adoption accelerates.

Discover how AI co-pilots empower equity analysts during earnings season. Enhance efficiency, accuracy, and decision-making with expert insights.

Explore how AI is transforming investment management. Learn strategies for CIOs and analysts to leverage AI in data analytics, risk, and client services, addressing ethical concerns for competitive advantage.