CNBC: Investing

JUNE 5, 2025

It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off. Dividends are more prevalent than buybacks in the cohort, with some 40% of the Russell 2000 paying a dividend today, the firm said in a note Tuesday.

Stock

CNBC: Investing

JULY 23, 2025

Galaxy is a provider of crypto financial services — including trading, asset management, staking, lending and self-custody products — that ventured into bitcoin mining in 2020. That business, similar to other bitcoin miners in recent years, has since pivoted its mining sites into AI data center developments. .

Media

The TRADE

JULY 22, 2025

The UK’s first regulated digital securities exchange, Archax, is set to acquire Germany-based digital asset manager, Deutsche Digital Assets (DDA), as part of a push to expand the exchange’s EU footprint. Together, we’re building what we believe will become the leading European digital asset champion.”

Acquisitions

CNBC: Investing

JUNE 29, 2025

Wall Street is bullish going forward Published Sun, Jun 29 2025 7:14 AM EDT Lisa Kailai Han @lisakailaihan WATCH LIVE Wall Street investors believe that Nvidia 's next rally to even higher highs is only a matter of time. On Wednesday, investors sent the stock up 4% to a new all-time closing record.

Shares

CNBC: Investing

JULY 1, 2025

Investors are seeing opportunity in tech outside the "Magnificent Seven" and giving top picks in the industrials space after it finished the first half of 2025 as the top-performing sector. Worldwide Exchange airs at 5 a.m. ET each day.) Mehrotra's other top industrials picks for the second half of 2025 are 3M and Honeywell.

S&P

CNBC: Investing

JUNE 17, 2025

The actively-managed fund will focus in large part on riskier parts of the fixed income universe, including high yield corporate credit. That strategy may meet some skepticism given concerns about an economic slowdown, but the multi-sector area is one where active management is often seen as a positive.

Funds

CNBC: Investing

AUGUST 6, 2025

Tim Seymour acknowledges it's hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not "real" news and focus on the company fundamentals instead. Seymour discusses the next catalyst for Apple shares.

Investment

CNBC: Investing

JULY 23, 2025

To propel future gains, investor attention is likely to continue shifting toward Nvidia's next-gen Blackwell-based RTX chips, potentially accelerating a move away from the older Hopper line. Earlier this month, the company announced plans to resume sales of H20 chips to China. export restrictions to China.

Media

CNBC: Investing

JULY 6, 2025

The cryptocurrency climbed nearly 30% in the second quarter although, strangely, many investors have called it a period of consolidation, with returns declining each month and bitcoin's price remaining in the same narrow range for more than half the three months.

Investors

The TRADE

AUGUST 29, 2023

Allianz Global Investors (AllianzGI) has appointed Kayvan Vahid as head of equity Europe core and value. Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

Asset Management

The TRADE

JUNE 27, 2024

State Street Global Advisors and Galaxy Asset Management have unveiled a new collaboration aimed at bringing investors digital asset-based strategies, offering key exposure to companies involved in the digital asset space. trillion digital asset landscape through manager-directed strategies. “We

Asset Management

The TRADE

OCTOBER 5, 2023

DWS has announced an asset management strategic alliance with BOCHK Asset Management (BOCHKAM), in a bid to enhance the Hong Kong offering for investors in the region. BOCHKAM’s knowledge of the market as one of the fastest growing asset managers in the region will be leveraged to best serve local clients.

Asset Management

The TRADE

AUGUST 7, 2023

Retail investing is an ever-evolving space. Its role and the way it interacts with institutional investors differs region to region. Looking into this sector, which is set to experience highly anticipated, yet arguably unpredictable, growth – note the GameStop saga of 2021 – The TRADE deep dives into some of the key considerations.

Retail

The TRADE

JUNE 8, 2023

The Depository Trust & Clearing Corporation (DTCC) will suspend its Investor Kinetics data service on 31 July, following ongoing concerns from clients and industry participants about information leakage from the service, The TRADE can reveal.

Investors

The TRADE

SEPTEMBER 4, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. Allianz Global Investors appointed Kayvan Vahid as head of equity Europe core and value.

Investment

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

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

Asset Management

The TRADE

FEBRUARY 22, 2024

However, Newns also highlights the importance of regulation to improve and ensure investor protection within this specific asset class. The role that institutions play in this space is to find ways to enhance investor safety.

Finance

The TRADE

JULY 30, 2024

These innovations have attracted a wide range of investors – from institutional to retail – who seek to increase returns and manage risks in an ever-shifting market environment. Product type enhancements have led to a wider range of prospective investors.

Retail

The TRADE

SEPTEMBER 19, 2024

The post Miami International Holdings and Bloomberg unveil index licensing agreement appeared first on The TRADE.

Collaboration

The TRADE

JULY 5, 2024

It’s going to disrupt the traditional mutual fund market and I truly believe it’s going to position ETFs as the wrapper of choice for managers. What’s particularly notable is the willingness of big asset managers to launch their latest active strategies in an ETF wrapper.

Trading

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.   Another big theme will be the importance of the retail investor, and how European capital markets can grow by better serving this community. Investor

Trading

The TRADE

JULY 12, 2023

This issue of The TRADE Magazine touches on all this and more, with in-depth features exploring the potential shift to 24/7 trading in equities and what the SEC’s equities market structure overhaul might mean for institutional investors.

Trading

Transactional Delights

OCTOBER 9, 2021

Through new technology and collaboration with industry partners, the voting choices will be available to institutional investors invested in their index funds, making approximately 40% of the $4.8 trillion index equity assets managed by BlackRock for their clients eligible for these new voting options. Why do I say that?

Retail

The TRADE

OCTOBER 26, 2023

Citadel Securities Needing little introduction, Citadel Securities, is one of the largest market makers in US Treasuries and USD interest rate swaps globally, and serves an extensive list of financial institutions, including: banks, asset managers, pension funds, hedge funds, central banks, and sovereign wealth fund.

Electronics

The Deal

AUGUST 9, 2023

The SEC study appears to support a thesis posed by activist investor critics: That existing rules hurt rank-and-file investors who sell shares at arguably discounted prices to activists and other investors in the know before the activist discloses their campaign, a move that often results in share-price spikes.

Investors

Razorpay

SEPTEMBER 16, 2024

Mutual funds have emerged as one of the most popular and accessible investment choices for retail investors in India. lakh crore, reflecting the growing trust and confidence investors have in mutual funds as a key avenue for financial growth. This helps protect both the merchant and the investor from potential financial loss.

Investment

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Each asset manager will need to consider the balance between the cost and benefit,” says Stuart Lawrence, head of UK equity trading at UBS Asset Management.

Equities

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Some merchant banks may be affiliated with other retail or investment banks, but this specialized branch of banking does not provide services to the general public. Merchant banks provide specialized services to large corporations, high net worth individuals, and institutional investors.

Banking

The Deal

JULY 24, 2023

The SEC study appears to support a thesis posed by activist investor critics: That existing rules hurt rank-and-file investors who sell shares at arguably discounted prices to activists and other investors in the know before the activist discloses their campaign, a move that often results in share-price spikes.

Investors

The TRADE

JULY 11, 2023

Rachel Kent’s review focuses on removing enough of the operational burdens to encourage asset managers to take advantage of new rebundling freedoms, but not so much that transparency to asset owners is completely jettisoned. We see this proposal as a progressive step, with its success dependent on securing appropriate funding.”

Asset Management

Peak Frameworks

OCTOBER 30, 2023

The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. This model is foundational for retail and commercial banks.

Banking

Accenture Capital Markets

AUGUST 23, 2022

At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs. Europe’s wealth management industry is experiencing yet another wave of disruption.

Management

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth.

Banking

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration

Software Equity Group

MARCH 7, 2024

Tally Mack, CEO and Co-Founder Bravo Store Systems The Next Big Thing in Retail Management Solutions In addition to her professional accomplishments, Tally Mack is a role model for women in the software industry and a strong advocate for women in leadership positions.

Collaboration