Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. So, while a traditional IB background at a top bank helps, you don’t necessarily need it if you start early or get relevant experience elsewhere.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). There are very few real “requirements” besides the single PM / single P&L one above and the standard Limited Partner / General Partner structure that all hedge funds use.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? Also, it can be quantitative or fundamental – or both! Due to the age and the fact that J.C.

Equities 59

Equities Debt Asset Management Recruitment 59

FineMark

OCTOBER 17, 2023

Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. What we didn’t anticipate was the government liquidity cannons firing in response to three bank failures: Signature, Silicon Valley Bank, and First Republic.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

The rash of bank insolvencies we saw in Q1 came to a halt, likely due to the Bank Term Funding Program announced in March by the Federal Reserve. This lifeline, designed to assist banks with liquidity needs, stood in contrast to the Fed’s decision to hike the fed funds rate once again. banking system. banking system.

S&P 52

S&P Banking Bank Investment 52

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52