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Buy-side trading heads unpack what it really means to do more with less

The TRADE

So again, the income for the asset managers is being reduced but there’s still work to be done after that, wins to be generated. “So So again, the income for the asset managers is being reduced but there’s still work to be done after that, wins to be generated. So how do we do that?

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Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

CNBC: Investing

per share) Stock Chart Icon Stock chart icon Global Payments in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Stock Market Value : $19.98B ($81.93 What's happening Elliott has taken a position in Global Payments. billion.

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Bitcoin is primed for a surge to fresh all-time highs above $130,000, according to the charts

CNBC: Investing

Macro environment: Despite fears of tariff-driven inflation, U.S. bond yields are steady, paving the way for risk-associated assets (I believe bitcoin is still positively correlated to the growth trade) to move higher. The Fed's next move is still expected to be a decrease in fed funds rates, further fueling the growth trade.

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M&A Blog #20 – valuation (Dividend Discount Model - DDM)

Francine Way

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Market Price as multiple of Book Value of Equity at year-end = Market Price at year-end / Book Value of Equity.

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Macquarie Group promotes from within for new head of equities trading for APAC

The TRADE

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Elsewhere in his tenure at AMP Capital, Kluth served as senior multi-asset dealer and as an equity dealer. Before joining Macquarie, Kluth spent nine years at AMP Capital, serving in a variety of senior positions.

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When Tech Can Create Value Destruction

Beyond M&A

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

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Jyske Bank acquires PFA Bank

Global Newswire by Notified: M&A

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. According to the agreement, the price totals DKK 245 m, including equity of approx. According to the agreement, the price totals DKK 245 m, including equity of approx.

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