CNBC: Investing

JUNE 30, 2025

" BitMine can increase the value of ETH held per share "by a combination of reinvestment of the company's cash flows, capital markets activities, and by the change in value of ETH," Lee said in a statement. Companies are increasingly looking past bitcoin for crypto treasury management strategies.

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The TRADE

AUGUST 5, 2024

RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years.

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The TRADE

MARCH 13, 2024

BTIG has made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. He joins BTIG from RBC Capital Markets, where he most recently served as global head of equity electronic sales. “We

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The TRADE

JULY 10, 2025

Natalie Khoury has joined Goldman Sachs as an Asia equity sales trader, based out of New York. She joins from Berenberg Capital Markets, where she had been working as an equity sales trader for the last year. She has also worked as a portfolio management trading assistant at the firm, based out of Philadelphia.

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The TRADE

AUGUST 1, 2024

The London Stock Exchange Group (LSEG) achieved a strong H1 according to results released on Thursday, with growth across capital markets, data and analytics, post-trade and its index business. “We Total revenue for capital markets grew by just over 17% to £880 million on the back of fixed income and derivatives, among other things.

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Accenture Capital Markets

JUNE 5, 2023

Multiple external forces at play… The capital markets industry is no exception. Alongside the forces impacting all sectors, capital markets firms also face a distinct set of sector-specific challenges—economic, technological, client-related and competitive—that are further amplifying the disruption. Far from it.

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The TRADE

SEPTEMBER 5, 2024

A Citadel equity trader and senior associate has left the firm to join Ilex Capital, The TRADE can reveal. According to an update on his social media, Jack Boland has joined Ilex Capital in a US equity trading and global equity capital markets role.

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Accenture Capital Markets

APRIL 10, 2023

Creativity, color, and fun might not be the first words that spring to mind when you think of capital markets, but I think that’s about to change. Personality matters In recent years, capital markets have learned that digital personality matters. Winning this part of the war for talent will not be easy.

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CNBC: Investing

JUNE 18, 2025

More In Analyst Calls JPMorgan likes these 3 digital banking pure plays, predicting one will rally nearly 50% Alex Harring RBC Capital Markets downgrades this solar stock following sell-off Alex Harring The tech-heavy 'QQQ' is near a new record. Of the 41 who cover it, 26 have a buy or strong buy rating, according to LSEG.

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CNBC: Investing

JUNE 18, 2025

" More In Analyst Calls RBC Capital Markets downgrades this solar stock following sell-off Alex Harring Guggenheim lifts Oracle price target to highest on the Street Alex Harring The tech-heavy 'QQQ' is near a new record. "However, nCino is undergoing a transition year with a lot of uncertainties."

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The TRADE

JANUARY 22, 2025

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. I oversee the capital markets function and I assist in origination. Our public positions and investments have originated through a rigorous capital markets process. There’s been a reopening in capital markets.

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CNBC: Investing

JUNE 13, 2025

"If Zscaler can reach $5B in ARR over the next ~2.5 years (by FY27), we believe shares will begin to trade at parity with CRWD."

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MergersCorp M&A International

JUNE 14, 2025

“ By formally partnering with Spektrum Capital Advisors, we are dramatically enhancing our clients’ ability to access critical capital markets in the U.S., ” Venkat Krishnan, Principal at Spektrum Capital Advisors LLC, commented, “ We are thrilled to join forces with MergersCorp M&A International.

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The TRADE

OCTOBER 17, 2024

Gil Guillaumey The offering offers new methodology to conduct investment portfolio risk calculations and produce predictive analytics, based on advanced machine learning. Nasdaq has integrated AI into its Calypso platform to enhance bank and insurance risk calculations, in a move set to process risk calculations up to 100 times faster.

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CNBC: Investing

JUNE 11, 2025

Most analysts have pointed to its Oracle Cloud Infrastructure, or OCI, business as a key asset in its portfolio. Price targets at both BMO Capital Markets and Deutsche Bank are also at $200. However, the highest price target on the Street suggests the stock could rise 13% from Tuesday's close of $177.48.

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OfficeHours

JUNE 6, 2023

These strategies are an integral part of the investment lifecycle and are aimed at maximizing the value of the portfolio companies. By listing the portfolio company on a public stock exchange, the private equity firm can sell its shares to the public and generate substantial returns.

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The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. In his career, Diallo has also worked as an equity trader at Avalon Capital Markets. The post Magellan Capital appoints new multi-strategy trader appeared first on The TRADE.

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The TRADE

SEPTEMBER 9, 2024

Jack Boland joined Ilex Capital in a US equity trading and global equity capital markets role. Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that.

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CNBC: Investing

JULY 10, 2025

"It's a really interesting part of the market, it's a group with high growth, improving prospects and has not participated in this market rally," Snider said about names like Apollo Global , Ares Management , Blackstone and Carlyle.

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CNBC: Investing

JULY 8, 2025

" "With a superior capital arsenal, strong loan growth momentum, exposure to a potential 2H capital markets recovery -- plus the potential for net interest income upside surprises -- we think KEY is poised for EPS upgrades and multiple expansion, particularly on TBV [tangible book value].

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The TRADE

MARCH 18, 2024

BTIG made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. He joined BTIG from RBC Capital Markets, where he most recently served as global head of equity electronic sales.

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CNBC: Investing

JULY 1, 2025

Industrials and tech take up the lion's share of our list at a combined 40% exposure out of all 11 sectors: Top Industries: Software, Capital Markets, and Aerospace and Defense have been the strongest industries for the first half of 2025: Crypto was another theme within our list that had a great June.

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CNBC: Investing

JULY 10, 2025

Analyst Justin Patterson upgraded shares of the streaming platform to overweight from sector weight. His $115 target on the stock suggests potential upside of 29.8%. "Roku is benefiting from a combination of secular drivers, monetization initiatives, and an expense 'self-help' story," Patterson wrote in a note to clients.

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The TRADE

AUGUST 23, 2023

Northern Trust has promoted from within for its new head of global foreign exchange within its capital markets business. Fannin takes up his new role after spending the last 17 years at Northern Trust within its capital markets business in Asia Pacific and London, most recently as its global head of securities finance.

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The TRADE

MARCH 19, 2024

Al-Salloom, managing directior and chief executive at Bank of America, adding: “Looking forward to our continued partnership with our valued clients and market makers as we jointly develop the Saudi capital market.” The post Saudi Exchange welcomes Merrill Lynch to growing list of market makers appeared first on The TRADE.

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The Deal

DECEMBER 19, 2023

“A profound change we have seen in the capital markets over the past few years has been the rise in interest rates, rising cost of capital, and what that’s led to is corporate boards and management teams reassessing effectively what they are the optimal owners of,” Dubner said.

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The TRADE

OCTOBER 2, 2023

According to an update on his social media, Chesterton joined Balyasny from Capstone Investment Advisors after nearly a year and a half, most recently serving as vice president, portfolio finance and treasury trading. Axis Capital Markets appointed Lewis Jones in an institutional sales and trading role.

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Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. The post Three Ways Institutional Investors Could Increase RPA Success appeared first on Accenture Capital Markets Blog.

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Accenture Capital Markets

OCTOBER 5, 2022

AI allows for the delivery of customized portfolios and client touchpoints at exactly the right time in the client’s life, in ways that human advisors would not be able to achieve on their own. Special thanks to Kevin Yang , Senior Manager – Strategy, Banking and Capital Markets, for contributing to this blog.

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The TRADE

MAY 15, 2024

BNY Mellon has today announced the integration of Global Markets Trading (GMT), which will combine the firm’s capabilities in foreign exchange, fixed income, equities and capital markets to provide full-service client provisions.

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Accenture Capital Markets

OCTOBER 26, 2022

“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The Future of Capital Markets: Democratization of Retail Investing An insight report from the World Economic Forum published August 2022.

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The TRADE

SEPTEMBER 6, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets. The move follows the addition of Giles Gleave and Mike Heraty who were appointed as managing directors at RBC Capital Markets in July.

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The TRADE

FEBRUARY 26, 2024

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. According to Global X ETFs, in his new role, O’Connor will both lead the firm’s growth strategy as well as reinvigorate its product suite.

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Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

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The TRADE

JUNE 10, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management, joined Titan Investment Solutions as a junior portfolio manager and trader. In the role, Shanker will focus on driving new initiatives across the firm’s electronic and portfolio trading offering as well as leading key projects.

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The TRADE

JANUARY 8, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, left the bank after nearly a decade to join Daiwa Capital Markets Europe. Previously in his career, he spent two years at Praeda Capital and a year at London Capital Group, both in trading roles focused on arbitrage strategies.

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The TRADE

JUNE 23, 2023

First, orders from various portfolio managers are staged and aggregated before being electronically routed to InvestorAccess. The benefit we are jointly providing to portfolio managers and traders will create greater efficiencies across asset classes as capital markets become increasingly electronic.”

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