The TRADE

MARCH 27, 2024

“As buy-side traders seek liquidity in larger size trades, the challenge to retain as much information as possible – while at the same time obtaining an executable price – can be difficult to navigate,” State Street Global Advisors’ head of fixed income trading, Sharon Ruffles, tells The TRADE. “As

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The TRADE

NOVEMBER 2, 2023

We’re seeing a significantly increased use of bond portfolio trading and fixed income ETFs, where sophisticated pricing tools are not only enabling us to trade these products with greater frequency, but are the differentiator. Portfolio trading has been especially impactful for credit markets where liquidity can be challenging.

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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 We’ve also seen an increase in portfolio trading activity in the market.”

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The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. As markets continue to increase broadly in complexity, buy- and sell-side relationships can and will take on a more strategic focus.

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Peak Frameworks

AUGUST 24, 2023

Robo-advisors are automated platforms that provide investment management services with minimal human intervention, such as Betterment. Investor Relations Full-service brokerages often provide advice and research to investors, helping them make informed decisions. Discount brokerages offer fewer services but at a lower cost.

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Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. Build a pitch deck Remember that your pitch deck will be ever-evolving, as different investors will request varying information.

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The TRADE

OCTOBER 9, 2024

The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. The London-based trading team at Ninety One has a very particular set of skills. This context is crucial for our day-to-day operations.

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The TRADE

DECEMBER 21, 2023

Suddenly the longstanding narratives of ‘giving up control’, ‘loss of information’ and ‘replacing jobs’ have been replaced with the realisation for some fund managers that you can supplement your trading desk with an outsourced trading provider by turning to them for a particular geography, asset class or cover for holiday periods or busy times. “The

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Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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FineMark

JULY 13, 2023

Note : FineMark has direct exposure to these impacts through our own proprietary equity solutions and also through our external investment managers. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability.

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The TRADE

APRIL 10, 2025

Amundi Technology has partnered with capital markets trading and risk solutions provider Murex to deliver OTC derivatives capabilities to investment managers. The integration of Murex’s market-leading OTC derivatives capabilities will support ALTO client expansion into the most complex portfolio strategies.

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