CNBC: Investing

JULY 14, 2025

" Ryan added that the last time he upgraded Goldman Sachs was in January 2020, when the stock traded at around $220. Now, with the stock trading around $700, gains may be harder to come by. The upgrade made sense at the time, given Goldman Sachs' rapidly growing business verticals.

Stock

CNBC: Investing

JULY 10, 2025

The S & P 500 rebalance, which typically comes on the third Friday of the last month in a quarter, is usually an event that sparks billions of dollars of trading and spurs passive investment funds to snap up shares of the new companies being added to the index. Crypto exchange Coinbase was the latest beneficiary of such an inclusion.

S&P

The TRADE

JULY 14, 2025

BNY Buy-side Trading Solutions Legal & General Investment Management (LGIM) equity and foreign exchange trader Jamie Jones is set to leave the firm to join BNY’s expanding outsourced trading refit, as revealed by The TRADE. Additionally, he has also worked as a portfolio trader at UBS.

Investment Manager

The TRADE

JANUARY 22, 2025

What has your journey to the trading desk been like? I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. My day may range from trading liquid US stocks to more illiquid European names.

Funds

The TRADE

JULY 23, 2025

Currently, operations cover France, Germany, Cyprus, Ireland, Lithuania, Luxembourg, Malta, and the Netherlands, with hopes to extend to all EU member states in the future. The move follows significant developments in the crypto markets in Europe in the past few months.

Asset Management

CNBC: Investing

JUNE 21, 2025

President Donald Trump 's deadlines for reaching trade deals is fast approaching, with the pause on reciprocal levies due to expire in July. "We continue to see very disciplined behavior from corporates that leaves us wanting to build our portfolios for carry." " he added.

Portfolio

CNBC: Investing

JULY 17, 2025

By scanning for stocks making new three-month highs, I was able to identify one asset manager that has diverged from the rest. The charts of Apollo Global Management (APO) feature strong trend characteristics, improving relative strength, and supportive volume readings.

Stock

CNBC: Investing

JULY 17, 2025

This order, the people told the Journal, would call on the Department of Labor and the Securities and Exchange Commission to offer guidance to plan administrators and employers on how to include these assets in retirement plans. Asset managers have already started making inroads into the space.

Stock

CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Earnings season for the second quarter could portray a period of slow growth.

S&P

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. Hospitality and lodging REIT Ryman Hospitality specializes in upscale convention center resorts, including the Gaylord Opryland Resort & Convention Center. Shares are down about 1% year to date.

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.

Acquisitions

CNBC: Investing

JUNE 11, 2025

Morgan Asset Management. 7528 @JeffCoxCNBCcom WATCH LIVE Key Points In a social media post Wednesday morning on X, Vice President JD Vance echoed his boss's urging that the central bank ease monetary policy. It's a tough spot," said Elyse Ausenbaugh, head of investment strategy at J.P.

Media

CNBC: Investing

JUNE 29, 2025

For most of the past year, shares have traded within a flat range without any kind of solid move higher. "The sentiment had definitely turned on AI semis in general, and Nvidia is kind of that poster boy child as far as the AI semi trade is concerned," said CFRA analyst Angelo Zino in an interview with CNBC.

Shares

CNBC: Investing

JULY 1, 2025

"It's really tied to the energy efficiency trade," said Mehrotra "Fifty-percent of it's business is commercial HVAC. Bullish on midcaps Alan McKnight of Regions Asset Management is bullish on midcap companies in the second half of the year, seeing a catchup trade after underperformance against the S & P 500.

S&P

CNBC: Investing

JUNE 17, 2025

" The holdings of the fund will include riskier assets than the so-called core fixed income offerings from Vanguard and other major asset managers. At the high end, the fund can hold as much as 65% of its portfolio in high yield corporate bonds, according to the fund's prospectus.

Funds

CNBC: Investing

JULY 23, 2025

More In Macro Insights for Investing International stocks, AI beneficiaries are set to outperform in a complicated second half, JPMorgan Asset Management says Sarah Min Magnificent Seven earnings kick off next week with stocks near all-time highs Sarah Min Bitcoin is expected to rally further.

Media

CNBC: Investing

JULY 6, 2025

But Bitcoin is ready to fly higher in the second half, investors say, thanks to new cash earmarked for exchange-traded funds and corporate treasury inflows that have helped limit volatility and mostly kept the price above $100,000 since May 9. We're moving closer to the end of the consolidation, and the path is higher from here."

Investors

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. The post Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group appeared first on The TRADE.

Asset Management

The TRADE

SEPTEMBER 29, 2023

Balyasny Asset Management has appointed Harrison Chesterton as associate director within its equity finance trading division, The TRADE can reveal. The post Balyasny Asset Management names new associate director of equity finance trading appeared first on The TRADE.

Asset Management

The TRADE

AUGUST 30, 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, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

Trading

The TRADE

MAY 22, 2024

Eurex has welcomed Santander Asset Management as a global player in its listed FX segment. Imanol Urquizu The Spanish asset manager has begun to expand its FX futures business to Eurex, supported by Banco Santander as clearing member and Deutsche Bank as liquidity provider.

Asset Management

The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading

The TRADE

JUNE 24, 2024

UBS appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders.

Asset Management

The TRADE

OCTOBER 2, 2023

RBC appointed two former Credit Suisse senior algorithmic trading individuals to join its low touch electronic sales and trading team. Also appointed to the low touch sales and trading team at RBC is Suzanne Webster, who joined as a multi-asset director.

Asset Management

The TRADE

JUNE 10, 2024

UBS selected one of its newly acquired Credit Suisse staff to replace its retiring global head of execution services, Brent Johnson, according to an internal memo seen by The TRADE. He began his trading career at UBS in Hong Kong. Livingstone previously served as head of trading – FX and ETFs at Tavistock Investments.

Asset Management

The TRADE

FEBRUARY 26, 2024

Ryan O’Connor left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management

The TRADE

AUGUST 29, 2023

Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.

Asset Management

The TRADE

FEBRUARY 21, 2024

Ryan O’Connor has left Goldman Sachs Asset Management and is set to join ETF provider Global X ETFs as chief executive on 8 April. He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business.

Asset Management

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

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

DECEMBER 27, 2023

Market participants need global data-driven content to enhance their own products and gain deeper understanding of market shifts and liquidity dynamics, and to identify opportunities for better trading outcomes. You will also continue to see a push to modernise the loan market, whether through digitised loan data or electronic trading.

Trading

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading

The TRADE

MAY 1, 2024

Some 83% of asset managers plan to change product strategy in the next two years, a new survey from Northern Trust has found, emphasising the need to cater to diverse investor needs. Technology appears to be at the heart of that change, with 77% planning to leverage new tech within the same timeframe.

Asset Management

The TRADE

NOVEMBER 15, 2023

This follows asset managers having reduced OTC exposures in the wake of the ‘uncleared margin rules’ and other post-crisis reforms. The report confirmed that OTC trading represents considerable operational costs, with ISDA agreements coming out on top as the greatest challenge for OTC market participants according to respondents.

Asset Management

The TRADE

JUNE 7, 2023

Linedata’s 2023 global asset management survey has found the main focus globally is on future cost saving and automation. The survey also found that AI adoption appeared more prominent in the front-office, while middle- and back-office functions lagged behind, with only 22% of AI deployment in trade execution.

Asset Management

The TRADE

JULY 25, 2023

Users will gain insights around public securities and private market investments with relation to their own portfolios. Clearwater is anticipating the front-office using the insights tool that is based on data derived from generative AI,” Sandeep Sahai CEO at Clearwater Analytics told The TRADE.

Investment Manager