CNBC: Investing

OCTOBER 4, 2023

The bank reiterated a buy rating on the stock.

Asset Management 104

Asset Management Bank Banking Management 104

CNBC: Investing

MARCH 13, 2025

The market sell-off could be a buying opportunity for these two names, according to Tim Seymour of Seymour Asset Management.

Asset Management 106

Asset Management Investors Stock Management 106

CNBC: Investing

OCTOBER 21, 2024

Many asset managers have been converting their mutual funds to ETFs in recent years, due in part to a 2019 SEC rule change.

Funds 97

Funds Asset Management Stock Management 97

CNBC: Investing

JUNE 29, 2025

But this bullish showing stands in contrast to the doubt that has hovered around the stock for much of the year. "Sometimes with these big megacap tech stocks and names that have had incredible runs, you do have to digest those gains." On Wednesday, investors sent the stock up 4% to a new all-time closing record.

Shares 129

Shares Stock Investors Investment 129

CNBC: Investing

FEBRUARY 28, 2025

Morgan Stanley expects a more attractive growth profile for Voya Financial and significant improvement in the asset manager's excess capital generation.

Asset Management 102

Asset Management Finance Finance Capital 102

The TRADE

NOVEMBER 13, 2023

Prior to joining Citadel Securities, he served at the London Stock Exchange in its secondary market division for almost two years. Dan Childs departed from his role as managing director, head of European prime services sales, EMEA to join Balyasny Asset Management, taking on the role of head, cash and liquidity management at the hedge fund.

Asset Management 59

Asset Management Management Sale Trading 59

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 59

Asset Management Management Investors Trading 59

CNBC: Investing

JULY 13, 2023

Investors' move to reallocate toward fixed income can boost shares of certain asset managers and brokers.

Asset Management 98

Asset Management Broker Investors IT 98

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 Sandeep Sahai The definitive merger agreement confirms that the purchase price will be delivered in an approximately equal mix of cash and stocks.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

CNBC: Investing

APRIL 22, 2025

Tom Hulick, CEO at Strategy Asset Managers, joined CNBC's "Power Lunch" to give his opinions on a trio of stocks.

Asset Management 47

Asset Management Stock Investors Management 47

The TRADE

DECEMBER 29, 2023

September’s announcement marked the filing of a new NMS plan “to replace the three existing national market system plans which govern the public dissemination of real-time, consolidated equity market data for national market system stocks”. Two further roles were created to support Adams within the asset management leadership team.

Asset Management 111

Asset Management Management Broker Trading 111

CNBC: Investing

NOVEMBER 21, 2024

CEO Marc Rowan's potential appointment as Treasury secretary would bode well for the alternative asset management industry, according to TD Cowen.

Private Equity 59

Private Equity Asset Management Equities Management 59

The TRADE

OCTOBER 23, 2023

Tokyo Stock Exchange (TSE) and Broadridge Financial Solutions have launched a new direct connection, between TSE’s ETF trading platform, CONNEQTOR, and Broadridge’s EMS, Xilix. The move is set to enable asset management businesses to reach the ETF trading platform directly from Xilix, allowing for increased efficiency in their processes.

Trading 59

Trading Stock Investors Asset Management 59

Global Banking & Finance

JULY 16, 2024

By Arasu Kannagi Basil and Davide Barbuscia (Reuters) – Assets managed by BlackRock hit a record $10.65 trillion in the second quarter thanks to rising client asset values and as investors pumped money into the company’s exchange-traded funds, the world’s largest asset manager said on Monday.

Asset Management 40

Asset Management Stock Funds Management 40

The TRADE

DECEMBER 19, 2023

Martin Hendry, deputy head of trading, Liontrust Asset Management As we peer into the crystal ball for 2024 trading, a notable shift is anticipated with the adoption of T+1 settlement for US equity transactions. What challenges will Asian and European asset managers face with their FX overlay process?

Trading 69

Trading Asset Management Investment Manager Management 69

The TRADE

SEPTEMBER 18, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Previously he also served across ANIMA Asset Management and Mediobanca.

Bank 64

Bank Banking Stock Equities 64

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 64

Asset Management Retail Trading Management 64

Global Banking & Finance

MAY 7, 2024

Race for Europe’s first ‘real-time’ stock trade tape heats up By Huw Jones LONDON (Reuters) – Banks and asset managers are vying with Europe’s exchanges to develop technology that can deepen the pool of investors in the continent’s capital markets and better compete with Wall Street.

Trading 40

Trading Stock Asset Management Capital Market 40

The TRADE

DECEMBER 14, 2023

Toronto-based stock exchange TMX Group has agreed to acquire the remaining 78% of the common units of index and data provider, VettaFi Holdings, for $848 million. It also offers asset managers a range of indexing and digital distribution solutions to scale their businesses.

Acquisitions 115

Acquisitions Trading Asset Management Business 115

Mergers and Inquisitions

JULY 19, 2023

And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better? Long-Only with Derivatives to Hedge Risk – For example, a fund might only buy stocks, but it could use put options or other derivatives to hedge its risk and justify the fees.

Funds 52

Funds Asset Management Management Equities 52

The TRADE

DECEMBER 27, 2023

Ninety One shakes up trading leadership with new global deputy and lead for South Africa The TRADE is renowned for its coverage of people moves, with one of the most read this year being the news that asset manager Ninety One had promoted from within for its new deputy global head of trading and head of trading for South Africa.

Acquisitions 110

Acquisitions Mergers and Acquisitions Trading Capital Market 110

The TRADE

JULY 29, 2024

David Kirk is set to join Millennium, following almost three and a half years at Marble Bar Asset Management where he most recently served as a trader, The TRADE understands. Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

JANUARY 29, 2024

Two former London Stock Exchange Group (LSEG) and SIX Swiss Exchange sales specialists were selected to join US equites alternative trading system (ATS) OneChronos to support its push into Europe. Prior to this most recent appointment, was head of client coverage and head of the EMEA and Switzerland regions for asset management.

Asset Management 64

Asset Management Sale Trading Equities 64

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 59

Asset Management Portfolio Management Portfolio Investors 59

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 98

Trading Asset Management Management Electronics 98

Global Newswire by Notified: M&A

JANUARY 17, 2025

180 Degree Capitals track record of investing in public markets and its deep network of relationships are expected to help fuel expansion of Mount Logans bespoke private credit solutions into publicly traded companies

Capital 49

Capital Asset Management Public Trading Management 49

The TRADE

MARCH 4, 2024

Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management. The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter.

Asset Management 72

Asset Management Sale Trading Equities 72

Global Newswire by Notified: M&A

SEPTEMBER 23, 2024

The closing of the transactions contemplated by the definitive agreement (the “ business combination ”) is subject to certain conditions, including, without limitation, the approval of the shareholders of Kaival Brands and the approval of the listing of the shares of Pubco on the Nasdaq Stock Market (“ Nasdaq ”). GRANT-VALKARIA, Fla.,

Shares 56

Shares Mergers Asset Management Manufacturing 56

The TRADE

NOVEMBER 21, 2023

Speaking to The TRADE Annelotte De Nanassy , senior product manager, financial information at SIX, explained: “SIX Bot was created as a direct result of feedback from our clients. The product is designed to return corporate actions data, which includes: event type, key dates and history.

Corporation 105

Corporation Financial Market Asset Management Investment Banking 105

The TRADE

DECEMBER 28, 2023

Prior to joining Citadel Securities, Balladori served at the London Stock Exchange in its secondary market division for almost two years. More recently, Northern Trust tapped a 22-year BlackRock alumnus to become the new president of its asset management division.

Asset Management 69

Asset Management Electronics Trading Equities 69

The TRADE

JUNE 8, 2023

Themis Trading’s whitepaper noted that DTCC’s data feeds provide an indication of market activity, such as what firms are the predominant buyers and sellers in individual stocks, based on activity at the clearinghouse (DTCC).

Investors 72

Investors Trading Stock Asset Management 72

The TRADE

OCTOBER 4, 2023

Hong Kong Exchanges and Clearing Limited (HKEX) will launch its highly anticipated settlement acceleration platform for Stock Connect on Monday 9 October. billion ($15.2

Trading 59

Trading Stock Asset Management Investors 59

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. If Company Z announces a new product at this upcoming conference, how much could its stock price increase?

Funds 104

Funds Management Recruitment Portfolio 104

Bronte Capital

OCTOBER 23, 2022

The same default assumption should apply to bankers and fixed income managers. On Wall Street if I decide I do not like a stock I can sell it. The stock price reflects that now. And the gate-keepers - fixed income asset managers responsible for billions, regulators paid to keep a watch on this - are often empty suits.

Financial Market 130

Financial Market IT Management Asset Management 130

The TRADE

JUNE 3, 2024

In 2022, The London Stock Exchange Group (LSEG) led a buy-side backed Series A funding round into BondCliQ , in a bid to support its expansion into Europe. Also lending its support was buy-side giant Vanguard, which formed a strategic partnership with the BondCliq; and Aflac Ventures and SEI, which both took part in the latest $7.5

Corporation 64

Corporation Trading Asset Management Funds 64

The TRADE

JANUARY 30, 2024

According to the report’s findings, this growing demand for electronic execution is driven partly by institutions’ search for natural block liquidity in small- and mid-cap stocks. As a result, electronic and/or algorithmic trading has seen usage increase.

Equities 80

Equities Trading Electronics Asset Management 80

The TRADE

OCTOBER 27, 2023

There’s already a huge section of the asset management community and the asset servicing community, including Northern Trust, that are established in Singapore as large parts of their global operations.”

Trading 90

Trading Asset Management Management Investment Manager 90