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Finding opportunities in alternative asset managers and a bearish call on the U.S. dollar

CNBC: Investing

Investors are looking for opportunities in alternative asset managers and in cybersecurity. Alternative asset managers Ben Snider of Goldman Sachs sees opportunity in alternative asset managers. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. ET each day.)

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Goldman's top trades for this upcoming earnings season

CNBC: Investing

Goldman energy analyst Neil Mehta rates Permian a buy and sees roughly 13% upside ahead, believing that it can outperform its peers due to "continued efforts to reduce well costs, optimize the cost structure of the business, Midland headquarters and increased scale through small to larger scale M & A." All Rights Reserved.

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Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

The TRADE

According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue. The post Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal appeared first on The TRADE.

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People Moves Monday: Nomura Asset Management, UBS, Citadel Securities and more…

The TRADE

Nomura Asset Management Mark Molloy has confirmed his departure from Nomura Asset Management, where he most recently served as senior trader.  He has now joined Morgan Stanley Investment Management as a macro trader.

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MetLife IM set to acquire investment teams managing $6 billion from Mesirow

The TRADE

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. Nearly $6 billion of assets managed by the acquired team will transfer to MIM, under the terms of the transaction.

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Buy-side trading heads unpack what it really means to do more with less

The TRADE

So again, the income for the asset managers is being reduced but there’s still work to be done after that, wins to be generated. Asset managers can look at their core focus, their bread and butter – where they generate the most alpha – but as businesses evolve, they take on bits. So how do we do that?

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MergersCorp Launches Specialized Advisory Service for FINMA-Regulated Divestitures in Switzerland

MergersCorp M&A International

MergersCorp, a distinguished global advisory firm specializing in Investment Banking and cross-border Mergers and Acquisitions (M&A), today announced the launch of its highly specialized advisory service dedicated to the divestiture of businesses regulated by the Swiss Financial Market Supervisory Authority (FINMA).