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.

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The TRADE

NOVEMBER 13, 2024

The world of trading, and investment generally, is littered with the remnants of now-redundant solutions once thought to be the ‘future’ of the industry. Optimistic market sentiment Market sentiment around the use cases of AI across asset classes is very much on the up.

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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. "Mgmt.

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CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Analysts have lowered their earnings per share estimates for the quarterly period and have continued to lower them for 2025 as market concerns about tariffs and inflation remain, according to FactSet senior earnings analyst John Butters. Shares are up 7% year to date.

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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. per share, versus the $1.68 a share anticipated from analysts polled by FactSet. Shares are down about 1% year to date. Its first-quarter adjusted funds from operations were $2.08

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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.

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Software Equity Group

JUNE 25, 2025

Custom solutions in the customer base as well as third party software packages will also need to be shared here. Additional Requests Buyers will want information on credit memos, invoices and deposits, property and equipment valued over $1,000, and management and shareholder expenses. need to be compiled and shared.

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CNBC: Investing

JULY 23, 2025

NVDA YTD mountain Nvidia shares year to date Nvidia shares have risen 24% year to date, with a nearly 6% gain so far this month. 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.

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The TRADE

JANUARY 11, 2024

Athina Trika Speaking to The TRADE, Athina Trika, CFA, execution sales at Kepler Cheuvreux, explained: “KCx’s Analytical Suite is a significant step toward increased transparency, opening up a broad prospect of opportunities for flexible and agile data sharing.

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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%.

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The TRADE

DECEMBER 4, 2023

Data sharing network Glimpse Markets has added KBC Asset Management to its growing list of buy-side participants. “By joining Glimpse, we’re anticipating future market developments towards greater transparency and the democratisation of data through broader industry collaboration.

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The TRADE

OCTOBER 8, 2024

Data has increasingly become available for trading teams, however, as discussed among other panels at the conference, it is only beneficial if clean and appropriate. We believe all our trading team should be able to consume data in its entirety from the get-go. It allows size of data, speed and scalability.

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The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. The move comes as Franklin seeks to increase its assets under management and expand on its presence in other sectors.

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The TRADE

SEPTEMBER 21, 2023

Asset managers are focusing on costs and value, and in turn are not prioritising investment research budgets as the prospect of rebundling looms, a new buy-side study by Substantive Research has found. The post Asset managers not prioritising research budgets as prospect of rebundling looms, study finds appeared first on The TRADE.

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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.

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The TRADE

SEPTEMBER 19, 2024

Oaktree Capital Management has agreed to acquire Close Brothers Asset Management (CBAM) – the wealth management arm of Close Brothers – for an equity value of up to £200 million, set to be completed in early 2025 pending customary regulatory approvals.

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The TRADE

AUGUST 29, 2023

UK asset manager Liontrust conditionally agreed to acquire its Swiss competitor GAM Holding for £96 million back in May, following murmurs of the deal in April. In addition, the group also considered a partial public offer to purchase “up to” 28 million GAM shares – equating to around 17.5% per share in a bid to halt the offer.

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The TRADE

OCTOBER 27, 2023

As part of a major scheme from the Monetary Authority of Singapore (MAS) to develop the region as a global FX trading hub, several large banks over the last few years agreed to develop FX pricing and trading engines in Singapore, in partnership with MAS.

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The TRADE

JANUARY 30, 2024

Electronic trading platforms captured almost a third (32%) of overall Canadian equity trading volume in 2023, with this share expected to rise in the next three years, a new report by Coalition Greenwich has found. As a result, electronic and/or algorithmic trading has seen usage increase.

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The TRADE

MAY 22, 2024

Groupama Asset Management has entered a strategic partnership with Amundi Intermediation to accelerate the transformation of its execution business. The post Groupama and Amundi team up to boost trading appeared first on The TRADE.

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The TRADE

JULY 7, 2023

Generali has entered a definitive agreement to acquire US-based Conning from Cathay Life in a deal that will see it become one of the largest asset management firms in Europe. Earlier this year, UK asset manager Liontrust also entered into a conditional agreement to acquire Swiss asset management company, GAM Holding for £96 million.

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The TRADE

NOVEMBER 14, 2023

As asset managers continue to look for ways to fully capitalise on data, a new SIX report has found that almost half view data velocity as the key challenge in enabling analytics to drive growth. These individuals work across financial institutions, asset managers, wealth managers, investment banks, and asset servicers.

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The TRADE

OCTOBER 11, 2023

Data sharing network Glimpse Markets has added Andra AP-fonden (AP2) to its growing list of buy-side participants. Elsewhere, PGGM, Allianz Global Investors, Bluebay Asset Maagement, Cowe, Exoé, Federated Hermes and Natixis TradEx Solutions have also shown their support.

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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.

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The TRADE

DECEMBER 29, 2023

Perpetual merges regional asset management businesses under one global umbrella At number two in our most read stories series, we have the announcement that Perpetual Group had merged its regional assets management businesses to form one global division in August.

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The TRADE

MARCH 5, 2024

When it comes to selecting an algo provider, ease of system use, reliability and quality of technical support was the top consideration for asset managers across both sides of the Channel in 2023 – 71% in the UK and 73% in Continental Europe – according to a Coalition Greenwich report.

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The TRADE

MARCH 4, 2024

Legal & General Investment Management (LGIM) has promoted one of its own to the role of head of US equity and foreign exchange trading, The TRADE can reveal. Gregory Corrigan has been selected to take up the reins for US equity and FX trading after eight years at LGIM.

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The TRADE

JULY 17, 2024

Royal London Asset Management’s (RLAM) trading team is no stranger to change. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. More recently though, RLAM’s trading team has undergone another revamp.

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The TRADE

OCTOBER 17, 2024

Eric Heleine, head of the buy-side trading desk at Groupama Asset Management, is set to step away from the firm before the end of the year, The TRADE has learnt. The post Heleine set to depart Groupama AM appeared first on The TRADE.

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The TRADE

SEPTEMBER 20, 2024

Buy-side panellist Gordon Noonan, head of FX and rates trading at Schroders confirmed that the firm only uses bank algos as the team seeks to “do more with less people” and highlighted the importance of connectivity and full functionality.

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The TRADE

FEBRUARY 20, 2024

At the TradeTech FX US conference in Miami last week, a panel of experts including some of the largest asset managers gathered to discuss what the market is prioritising when asking the ever-hot topic of ‘buy versus build,’ sharing their perspectives and empirical advice for 2024 and beyond.

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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. While the EU has agreed to a real-time pre- and post-trade consolidated tape (CT) for equities – the devil will be in the detail.

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The TRADE

MAY 16, 2024

A DWS Group senior equity trader has departed for pastures new after over 16 years at the asset manager, The TRADE can reveal. Alex Cotar has left the asset management arm of Deutsche Bank to join Bankhaus Metzler as an equity sales trader, according to an update on social media.

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The TRADE

DECEMBER 18, 2023

Improved post-trade efficiencies and initial regulatory leniency will hopefully make this an easier pill to swallow but funding costs and liquidity impacts are yet to be realised. As off-book trading and internalisation grow, concerns about the potential impact on price formation could come to the fore for market participants.

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The TRADE

AUGUST 7, 2024

Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capital markets for decades in some form or another. However, an undeniable surge has occurred across the trading sphere over the last few years, with decidedly mixed results. And the number is climbing.

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The TRADE

FEBRUARY 26, 2024

Redburn Atlantic has moved to expand its UK and European execution business with two new heads of sales trading, The TRADE can reveal. Tony Atkins Tony Atkins has been appointed UK head of sales trading. Alongside his appointment, Redburn Atlantic sales trader Luc Demoulin has been appointed EU head of sales trading.

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The TRADE

OCTOBER 26, 2023

Next up in our introduction to the distinguished nominees for Leaders in Trading 2023 Editors’ Choice Awards, we bring you the shortlist for Outstanding Non-Bank Electronic Liquidity Provider, showcasing excellence in liquidity provision outside of the traditional sphere. billion compared to € 2.8 billion the previous year.

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