Industry research
Banking & Capital Markets market research
Assess banks and capital markets by activity, customer, and balance-sheet role. Separate lending, deposits, underwriting, trading, and asset management before comparing scale or growth.
Market definition
Set the boundary before comparing.
A flow of new credit is not the same as an outstanding claim, a transaction, or fee income. Define the balance-sheet or revenue measure first.
01Commercial banking
Loans, deposits, accounts, or net interest income
Define retail, SME, and corporate clients, plus domestic or cross-border activity.
02Capital markets
Issuance, trading value, balances, or fees
Separate primary issuance from secondary trading and specify product and venue.
03Investment banking
Mandates, deal value, or advisory fees
Set transaction type, announced versus completed status, and the firms credited with fees.
04Asset and wealth services
Assets under management or advisory
Distinguish discretionary mandates, advisory assets, custody, and assets held outside the provider.
Decision context
What shapes the opportunity?
Use these lenses to build a market view around the decision, customer, and time horizon that matter to you.
- 01
Rates and funding
Compare policy rates, deposit pricing, wholesale funding, and loan repricing by country and customer segment.
- 02
Capital and regulation
Track capital requirements, liquidity rules, resolution regimes, and local implementation dates.
- 03
Digital service economics
Separate customer adoption from active use, account profitability, transaction economics, and service cost.
Buyer questions
Questions worth resolving.
Use these checks to test whether a report answers your decision or needs a narrower research brief.
- 01
Which activity is in scope?
A universal bank, an investment bank, an exchange, and an asset manager earn revenue through different mechanisms.
- 02
How are claims measured?
Confirm currency treatment, residency, consolidation, instrument coverage, and whether derivative claims are included.
- 03
Which client and jurisdiction matter?
Retail households, businesses, institutions, and public borrowers face different products and supervisory rules.
Definitions and evidence
Check what the measures represent.
Banking-office location and banking-group ownership answer different questions. A country exposure measured on a consolidated basis cannot be substituted for cross-border activity measured by the residence of each office.
- BIS: banking and debt-securities statistics
Explains the residence basis of locational banking statistics and the group basis of consolidated statistics.
Bank claims, deposit balances, securities issuance, and advisory fees are distinct measures. International banking statistics do not represent the entire banking and capital-markets revenue pool.
Reference sources checked .
Related analysis
Evidence for your next decision.
Explore the commercial questions behind this research coverage.
- Credit Growth After Rate Cuts: Borrower Demand, Lending Standards and Repayments
Analyse monetary transmission through borrower pricing, applications, approvals, funding constraints and loan-balance movements.
- Neobank Unit Economics: Active Accounts, Product Use and Cost to Serve
Assess neobank economics using active funded accounts, product-level revenue, funding, credit losses and customer-cohort costs.
Your next question
Define the activity behind the balance sheet.
Tell us what you need to compare, where, and for whom. We’ll confirm relevant report coverage or shape a custom study.