The TRADE

JUNE 23, 2025

BlackRock equity trading vice president Zachary Goodwin has left the firm to join investment management firm CPP Investments, The TRADE can reveal. Rowe Price, Balyasny Asset Management, Fidelity Investments and MFS Investments.

Trading

The TRADE

JULY 21, 2025

Clear Street remains committed to its build out in the UK and the EU,” a spokesperson for Clear Street told The TRADE. “Clear Street is providing products and services to market participants around the world, and continues to resource additional expansion in markets including the UK and the EU, based on anticipating client needs.”

Trading

CNBC: Investing

JUNE 5, 2025

While small caps face greater risk from tariffs and macro uncertainty, as well as from higher rates, they remain cheap compared with large-cap stocks, equity and quant strategist Jill Carey Hall wrote. It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off.

Stock

The TRADE

NOVEMBER 20, 2024

Global head of equity trading at Janus Henderson, Dan Royal, accepted a Lifetime Achievement Award from The TRADE last night at the first ever Leaders in Trading New York awards ceremony. After 10 years in his first role, Royal moved to SJO Asset Management where he spent two years as a senior global trader based in Geneva.

Trading

CNBC: Investing

JULY 6, 2025

" Bitcoin treasury companies are a new crop of publicly-traded companies that hold or, in many cases now, plan to hold bitcoin as the primary asset on their balance sheets. The most recent took place in April 2024.

Investors

JD Supra: Mergers

MARCH 8, 2024

A recent government initiative announced on March 5, 2024 signals that more antitrust scrutiny for private equity firms and asset managers is on the horizon. By: Paul Hastings LLP

Private Equity

The TRADE

JANUARY 4, 2024

Institutional investors, asset managers and hedge funds are invited to rate the service, features and capabilities of their algo providers in The TRADE’s 2024 Algorithmic Trading Survey. The post The TRADE launches the Algorithmic Trading Survey for 2024 appeared first on The TRADE.

Trading

The TRADE

DECEMBER 27, 2023

Ray Tierney, president of Broadridge Trading and Connectivity Solutions (BTCS) Data driven thinking and the integration of digital technology will reshape industries and propel companies forward heading into 2024. Michelle Tran, president, TMX Datalinx Demand for high-quality and differentiated data products will intensify in 2024.

Trading

The TRADE

OCTOBER 7, 2024

The TRADE is delighted to announce the Rising Stars of Trading and Execution for 2024, in collaboration with Instinet – a celebration of up and coming talent on the buy-side. Previously recognised individuals have gone on to head up some of the largest and most successful desks across leading asset managers and hedge funds.

Trading

The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. What challenges will Asian and European asset managers face with their FX overlay process?

Trading

The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. European authorities are preparing EMIR 3.0

Asset Management

The TRADE

JANUARY 8, 2024

Digital platform FactSet is set to integrate LoopFX into its foreign exchange execution management system (EMS) platform – Portware, with go-live set for H1 2024. The post FactSet FX trading platform to integrate LoopFX appeared first on The TRADE.

Trading

The TRADE

MARCH 11, 2024

BNY Mellon made two key senior managing director hires into its fixed income and equity sales and trading businesses. Bianca Gould was appointed head of fixed income and equities EMEA, based in London. Paul Battams was named head of international equity trading at BlackRock following 23 years with the firm.

Equities

The TRADE

DECEMBER 22, 2023

Samuel Henderson, EMEA equities head trader, Invesco   I predict we will see increased flows into international equities and active management coming back into vogue amidst a rise in earnings and macro volatility. Traders will need different tools as well as the counterparties to navigate.

Trading

CNBC: Investing

JUNE 7, 2024

Apollo Asset Management Co-President Scott Kleinman had a more contrarian view: He said he'd be betting against any rate cuts in 2024.

Private Equity

The TRADE

SEPTEMBER 27, 2024

The TRADE is delighted to announce the shortlists for the Leaders in Trading 2024 Buy-Side Awards, in partnership with SIX Swiss Exchange. The post Leaders in Trading 2024: Buy-side shortlists revealed, voting now open appeared first on The TRADE. Voting will close on Friday 18 October.

Trading

Global Newswire by Notified: M&A

SEPTEMBER 24, 2024

CHICAGO, Sept.

Equities

The TRADE

JANUARY 2, 2024

Eric Heliene, head of buy-side trading desk, Groupama Asset Management  The intensification of financial regulation is a fundamental trend transforming the asset management ecosystem. The planned transition to T+1 settlement in 2024 and the forthcoming revision of Mifid II are poignant examples of this.

Trading

The TRADE

DECEMBER 18, 2023

RBC BlueBay Asset Management The market is already pricing in rate cuts in Q1 although I, along with many others, don’t believe they will begin before the end of H1. This uncertainty will lead to heightened equity volatility in 2024. When volatility rises, convertible bonds tend to outperform equities.

Trading

The TRADE

DECEMBER 29, 2023

Balraj Bassi, co-founder and chief executive officer, Tradefeedr Data analytics in financial markets has reached the point where clients have access to complete global data sets, and we see 2024 as the year where this will drive change in how counterparties interact and in automating trading workflows.

Trading

The TRADE

APRIL 15, 2024

Across the board banks have reported increasingly positive equities performances, a notable development following turbulent recent times. Jane Fraser While equities performance either grew or remained flat across the sell-side, the banks posted less impressive growth in fixed income, however. Equity markets revenue was $2.7

Equities

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital

The TRADE

JANUARY 14, 2025

UK asset manager Liontrust Asset Management is exploring outsourcing parts of its trading to BNY, according to an update released this morning. Liontrust was awarded the Multi-Asset Trading Desk of the Year and Mid-Cap Trading Desk of the Year by The TRADE in 2022 and 2017 respectively.

Trading

Global Newswire by Notified: M&A

JUNE 5, 2024

NEW YORK, June 05, 2024 (GLOBE NEWSWIRE) -- Guggenheim Investments and New Age Alpha today announced a definitive agreement under which New Age Alpha will acquire Guggenheim Investments' actively managed equity funds business. billion out of Guggenheim Investments’ more than $234 billion in total assets managed.

Equities

The TRADE

JULY 19, 2024

What is driving the purported ‘comeback’ of traditional asset managers? This alone was enough to make institutional asset managers wary of making moves. However, macroeconomic uncertainty, particularly due to historic inflationary pressures and rising yields, kept traditional asset managers cautious.

Asset Management

The TRADE

DECEMBER 14, 2023

It also offers asset managers a range of indexing and digital distribution solutions to scale their businesses. ” VettaFi will be included in TMX’s Global Solutions, Insights and Analytics segment, with the transaction expected to be completed in January 2024, subject to customary closing conditions.

Acquisitions

Solganick & Co.

SEPTEMBER 2, 2024

September 2, 2024 – The software mergers and acquisitions (M&A) marketplace has been bustling with activity in the first half of 2024, reflecting the sector’s robust growth and strategic consolidations. So far in 2024, several high-profile transactions set the tone for the year. billion buyout of Nuvei.

Mergers and Acquisitions

The TRADE

JANUARY 22, 2024

Imogen Hepsworth has been appointed to the desk at the London-headquartered asset manager after spending the last four and a half years at MarketAxess in a facilitation trading role. We are delighted to continue our growth momentum into 2024, and welcome Imogen to our team,” Nicholls told The TRADE.

Asset Management

The TRADE

JUNE 26, 2024

In fact, overall, 2024 has proved to be a banner year for algorithmic trading providers, with the overall rating for performance sitting at 5.86 – significantly higher than 2023 and demonstrating the highest survey average from hedge fund respondents since we began tracking their results separately in 2016.

Funds

The TRADE

OCTOBER 25, 2024

As equity traders continue to seek ever more innovative ways to bolster their offerings, the rise of Alternative Trading Systems (ATSs) has followed – currently executing around 16% of all US equity volume. This huge number is understandable given the significant amount of all US equity volume being executed on ATSs.

Trading

The TRADE

OCTOBER 16, 2023

Head of EMEA equity trading at Janus Henderson and markets stalwart, Richard Worrell, is set to leave the institution for a sales role at the London Stock Exchange Group (LSEG). He will join the exchange group as head of secondary markets sales and business development in January 2024, sources have confirmed.

Equities

The TRADE

OCTOBER 13, 2023

Head of EMEA equity trading at Janus Henderson and markets stalwart, Richard Worrell, is set to leave the institution for a sales role at the London Stock Exchange Group (LSEG), The TRADE can reveal. He will join the exchange group as head of secondary markets sales and business development in January 2024, sources have confirmed.

Trading

The TRADE

AUGUST 20, 2024

Northern Trust has been selected to provide outsourced trading to global asset manager Nedgroup Investments via its Integrated Trading Solutions (ITS). David Roberts, head of fixed income at Nedgroup Investments, asserted: “It’s difficult to over-estimate the importance of access to market liquidity in bond fund management.

Investment

The TRADE

JUNE 14, 2023

Exchange and clearing house operator Cboe Global Markets is planning to introduce a central counterparty (CCP) clearing service for securities financing transactions (SFT) in Q3 2024. Settlement will take place in 19 European Central Securities Depositories (CSDs).

Finance

The TRADE

MAY 8, 2024

Read more: T+1 Industry Issues Forum 2024: Funding and FX challenges The imminent shift to T+1 in the US is a clear catalyst for this move as Asia-based asset managers expect big challenges due to the time differences. In addition, the offering includes coverage from multiple trading locations.

Investment Manager

The TRADE

FEBRUARY 9, 2024

Jumping ahead in time, covid-19 was another external factor which put a lot of pressure on asset managers in terms of how and where work was being done. For a lot of managers, FX can be considered an uncompensated risk since you’re not really being paid to manage the FX.

Asset Management

Software Equity Group

MARCH 7, 2024

As a result, they stand nominated for our 2024 Female Trailblazers of SaaS list as part of International Women’s Day. The 2024 Female Trailblazers of SaaS Trailblazers are listed in alphabetical order by company name. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Collaboration