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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…

OfficeHours

Are add-ons trading cheaper than what you’ve seen in the past? Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute. Are you attending any PE On-Cycle Diversity Events in the coming weeks?

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Investment Banking Spring Weeks: The Full Guide

Mergers and Inquisitions

Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. And if you’re in sales & trading , you won’t be allowed to trade or sell, just as you’re similarly restricted in S&T internships.

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Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Mergers and Inquisitions

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. see the fixed income trading article for the full list ). What if there’s a recession or a slowdown in global trade? If the company liquidates, which lenders will get their money back?

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Tax Accounting

Wall Street Mojo

Article Link to be Hyperlinked For eg: Source: Tax Accounting (wallstreetmojo.com) Also, tax policies in each country differ with Generally Accepted Accounting Principles on various items. read more Pricing, which advocates the fair-trade policy across the globe. Table of contents What Is Tax Accounting?

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Single-Manager Hedge Funds: The Best Way to Get a Recurring Guest Spot on CNBC?

Mergers and Inquisitions

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., Here’s a quick run-down of the other differences: Performance Targets: Like all hedge funds, single-manager funds aim for high absolute returns (e.g.,

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2023 Third Quarter Review & Commentary

FineMark

As shown below in Figure 3, over the past five years both Mexico and Canada have disproportionately benefitted from our reduced trade with China. As a result, Mexico—not China—is now America’s largest trading partner. In these cases, moving manufacturing nearer to the United States (e.g., to Mexico and Canada) makes better sense.

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2023 Fourth Quarter Review & Commentary

FineMark

Meanwhile, reversals in the bond and currency markets drove losses in commodity trading advisors (CTAs) for the period, as CTAs had been both long the U.S. Dollar and short bonds. Recall our CTA managers are bi-directional and generally focus on recent trends, so reversals can prove costly. We look forward to seeing you soon!

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