The TRADE

OCTOBER 26, 2023

Central to its specialism is the close-knit relationship between RBC BlueBay’s trading and investment teams. A bit like a multi-strategy house, BlueBay was once a hedge fund and long only shop and home to as many as eight investment teams with dedicated traders working on each one independently. You’re taught to almost think like a PM.

Trading

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 this position, he is set to assist Peter Doherty, head of fixed income and investment associate, Christopher Turdean in developing the fixed income trading.

Asset Management

The TRADE

NOVEMBER 27, 2023

She has been with State Street since 2000, beginning as a relationship manager. As head of State Street Global Advisors Europe – her current role – she is responsible for the firm’s EU-based portfolio management, distribution, product development, fund management and operations.

Electronics

The TRADE

JULY 21, 2023

The use of axes, whereby a trader’s interest in buying or selling a given security is shown, has seen continued growth over the last few years, with the data provided by them being used in various investment strategies. Over the years, buy-side use of axes has evolved significantly, with portfolio managers increasingly using them as well.

Portfolio 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

FEBRUARY 12, 2024

Rothschild & Co senior investment dealer, Greg Finke, has left the firm for a new opportunity at Polar Capital. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital

The TRADE

AUGUST 10, 2023

Around 24% of derivatives traders and portfolio managers on the buy-side surveyed highlighted FX options as one of the products ‘most desired to have increased availability in clearing in the next two years’.

Portfolio Management

The TRADE

MAY 28, 2024

Market fragmentation has increased over recent years and led to the dispersion of trading activity across primary exchanges, lit and dark multilateral trading facilities (MTFs), banks’ systematic internalisers (SIs) and electronic liquidity providers’ (ELP SIs).

Equities

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. When I joined State Street in 2004, we were electronically trading then. “In asks Ruffles. Absolutely yes.

Trading

The TRADE

APRIL 25, 2024

With innovation rife across the emerging markets space, it should come as no surprise that plans for further investment are picking up pace. Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships.

Trading

The TRADE

AUGUST 14, 2023

I’ve always worked in the asset management industry, starting my first job at 18 with Scottish Amicable Investment Management in Glasgow. What has your journey to the trading desk been like? I joined the banking services team and within that team sat the Treasury function consisting of a money market and FX trader.

Asset Management

The TRADE

OCTOBER 23, 2023

The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams. That requires the ability to utilise many different execution methods, be it electronic, RFS, voice, bartering, understanding the mechanics of algos.

Trading

The TRADE

OCTOBER 16, 2024

“There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It Investors are challenged to be mindful about where to invest within emerging markets.”

Trading

The TRADE

OCTOBER 2, 2024

Electronic trading capabilities have led to a major shift away from voice trading, and this has changed the role that counterparties play when they work together. In some cases, this shift of duties has reduced the buy-side’s reliance on sell-side expertise, allowing for greater autonomy in investment strategies.

Trading

The TRADE

OCTOBER 31, 2024

Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio

The TRADE

DECEMBER 8, 2023

The biggest evolutionary change in fixed income has been the reliance on data as part of the investment and trading decision making process. Axes are no longer the preserve of the trading desk at asset managers. Dealers still need to get better at distributing their data and managing where it goes to. What still needs to change?

Trading

The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Historically, investment banking and trading was fairly wild and there was a lack of control generally in terms of the way banks managed traders, P&L and risk,” he adds.

Trading

The TRADE

JULY 17, 2023

On the other hand, foreign exchange – the largest financial market in the world – benefits from the fact that trading is not limited to one central location but is instead conducted between participants by phone and electronic communication networks (ECNs) in a wide range of markets globally. Already in EMEA, we have six valid trading days.

Equities

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. However, DMA is the process of directly connecting electronically to an exchange in order to trade on exchange securities without using a broker or intermediary.

Trading

The TRADE

AUGUST 25, 2023

Byron Cooper-Fogarty, chief operating officer at Neptune, at the time highlighted that “this has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”

Business

The TRADE

DECEMBER 24, 2024

In the investment management sector, the diversity of challenges allows us to identify some of the most promising applications of GenAI. These are likely to result from a collaborative approach between technologists and their end users including investment professionals, legal, compliance and finance teams, among others.

Trading

The TRADE

MAY 1, 2025

Pre-trade, market impact and peer models are not as common and can be less detailed compared to equities and this is an area which might benefit from more investment by vendors and brokers alike. The rise in electronic trading supported more granular order data availability. This led to increased use of TCA benchmarking.

Equities

The TRADE

JANUARY 24, 2025

Secondly and partly due to an increase in passive investment strategies there has been a rise in portfolio trading, where a basket of bonds can be traded in one go with a single counterparty. What are the most impactful changes AI is making on electronic trading, and markets in a wider sense?

Portfolio

The TRADE

MAY 27, 2025

Speaking to all the appointments,Mark Woodruff,chief executive ofCiti Australia,said:These new appointments reflect Citis continued investment in our Australian franchise, as we strive to deliver the best outcomes for our clients in a dynamic market environment.

Capital Market

The TRADE

JANUARY 2, 2025

We will be looking closelyat China, Hong Kong and Singapore as they find means to stimulate growth and investment in public markets. As a growing Asian quantitative asset manager, our focus will be on Australia, India and Japan.

Trading