CNBC: Investing

JULY 21, 2025

If this stock breaks below its 200-day, which is around the bottom level of support it's been building in the $100 range, the stock will have some further downside risk. Risk Management: Josh here — Above I am showing you the highly correlated peak for EXE stock and the spot natural gas price.

Stock

CNBC: Investing

JULY 31, 2025

Then I'll chime in with some risk management for investors. Risk management Josh — I'm showing you two highlighted sections in the chart below as we head into earnings. Sean's got an earnings preview for you as the company reports Thursday after the bell. in EBIT, and $1.32 respectively (data via Quartr).

Stock

CNBC: Investing

JULY 10, 2025

Risk management Josh — Traders can use $350 as a pivot point. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. The stock gapped from that level and has been consolidating ever since.

Stock

CNBC: Investing

JUNE 5, 2025

The daily chart also provides a clear risk management method based on technical analysis principles, as a break below $340 would resolve this recent consolidation phase to the downside. That $355 level also represents a 61.8% Here we can see that Caterpillar is very close to a clear double top breakout, with a push above $355.14

Investment

CNBC: Investing

JUNE 16, 2025

I'll update my risk management comments below. That said, energy and aerospace remain among the best portfolio hedges during periods of geopolitical instability. Their performance is often counter-cyclical to the risk-off sentiment we see, offering diversification when other sectors fall. Have a great week.

Stock

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. However, whether or not all firms are able to monetise the tool by managing risk effectively in today’s environment, is up for debate.

Portfolio

Beyond M&A

OCTOBER 16, 2024

Why Prior Cyber Incidents Impact Tech Due Diligence Discovering a history of cyber incidents is akin to uncovering a serious compliance violation; it prompts deeper investigation into operational security, internal controls, and risk management practices. What changes have been implemented to mitigate future risks?

Accountant

OfficeHours

MAY 16, 2023

Hedge funds often have access to a wide range of information and resources to help them do just that. By engaging with company management and advocating for changes that improve efficiency and profitability, hedge funds can help improve market efficiency. One tool for risk management is hedging.

Financial Market

Beyond M&A

MAY 14, 2023

Traditionally, due diligence focused on assessing the company’s proprietary technologies, its IP portfolio robustness, and its tech infrastructure’s scalability. Risk Management: As AI evolves, so do its associated risks. How does the company plan to create and capture value beyond the base AI model?

Investors

The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. It involves trading a basket of bonds of variable credit quality and risk as a single, all-or-none transaction, whereby the trade instruction specifies that the entire order must be filled.

Portfolio

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. We hold SHAK in two of our portfolios at Inside Edge Capital. In our flagship growth portfolio (Tactical Alpha Growth), we hold a 2.5% position after increasing from 1% on the May 28th 2025 reallocation.

IT

The TRADE

JULY 12, 2024

“As we work with BlackRock and BNY to transform our platform, AIA will continue managing our growing investment portfolio at greater scale to meet our performance, risk management and sustainable investment goals. We look forward to working with BNY to deliver a seamless experience to AIA.”

Collaboration

The TRADE

JUNE 14, 2024

When thinking about best execution in the derivative space it is critical to consider all the inputs that go into measuring the outcome for the portfolio. When dealing with clearing and margin this data can vary significantly from one portfolio to another which can also add an additional layer of complexity for block trades.

Portfolio

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 93 professionals.

Private Equity

Peak Frameworks

AUGUST 15, 2023

It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

Investors

Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

Finance

The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. But unlike incidents of the past, the market mayhem of 2023 has not been confined to one event.

Broker

The TRADE

DECEMBER 5, 2024

Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes. Despite these new potentially arduous compliance pressures, trading desks are also likely to benefit from reduced counterparty risk and improved market confidence thanks to the changes. Rowe Price. “The

Trading

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics. Having data is only useful if it is then used to better inform trading decisions.

Trading

The TRADE

SEPTEMBER 15, 2023

More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers. I see the current credit trading environment split into three main protocols: electronic trades, voice trades and portfolio trades.

Trading

Razorpay

DECEMBER 27, 2023

Key Features of the Guidelines: Enhanced transparency and disclosure: Regulated Entities (REs) must provide borrowers with a Key Fact Statement (KFS) outlining essential loan information, including the Annual Percentage Rate (APR), fees, and cooling-off period. Strict Invocation: DLG claims must be made within 120 days of default.

Bank

Midaxo

APRIL 25, 2023

Customer base: Consider companies with a customer base that complements or expands your company’s existing client portfolio. Conglomerate mergers: Acquiring companies in unrelated industries to diversify your company’s portfolio or reduce risk. Evaluate the feasibility and timeline for realizing these synergies.

M&A

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This deal strengthens OpenText’s position in enterprise information management and bolsters its cloud offerings. Solganick & Co.

M&A

The TRADE

AUGUST 23, 2024

We’re certainly seeing a lot of interest for this type of product in the post-trade space, for example to help drive productivity, increase scalability, and enhance risk management such as is required in a T+1 environment. AI can be built into co-pilots and used to unify multiple different user interfaces.

Architecture

Razorpay

DECEMBER 15, 2024

Customized portfolios designed to optimize returns while managing risk. Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information. Secured loans using assets like portfolios or real estate as collateral.

Bank

Growth Business

OCTOBER 8, 2024

Growth stems from risk, but it must be the right kind of risk. Therefore, rather than avoiding risk all together, make informed decisions that optimise the risk-reward equation. The business owners who succeed the most are often those with a healthy balance of caution and proactiveness.

Business

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.”

Trading

Peak Frameworks

JULY 20, 2023

Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations. Risk Management Techniques Implementing risk management techniques such as stop-loss orders, protective puts, and hedging strategies using options and futures contracts can help limit potential losses during a market downturn.

Stock

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Identify potential synergies and areas of concern to inform the integration strategy.

Business

Razorpay

NOVEMBER 30, 2023

Leveraging data to unlock new growth opportunities Companies are rapidly recognizing the significance of Artificial Intelligence (AI) and Machine Learning (ML) in gaining insights into customer behaviour throughout the loan lifecycle and making informed lending decisions. Fintech experts, however, exclaim that this is only the beginning.

Accountant

Peak Frameworks

SEPTEMBER 12, 2023

Trade Rules' Significance in Financing Decisions and Risk Management Understanding Tariffs Investment decisions, especially in sectors like manufacturing and agriculture, are often influenced by tariffs. This stability is crucial for finance professionals to manage currency risks in their portfolios.

Trading

Peak Frameworks

OCTOBER 17, 2023

Amazon with its expansive service portfolio, ranging from e-commerce to cloud computing, employs a hybrid structure, allowing it to maintain efficiency at scale. Risk management: A company's structure can be a proxy for its risk profile. A decentralized structure might imply a diversified risk, for instance.

Corporation

Sun Acquisitions

AUGUST 2, 2024

By acquiring a company with expertise in these materials, a paving firm can diversify its material portfolio, offering clients more durable and sustainable paving solutions. Understanding these factors helps in making informed decisions and integrating the acquired technologies effectively.

M&A

Peak Frameworks

OCTOBER 17, 2023

Importance of Risk Management in the Face of Headwinds With potential headwinds identified, investors can adopt strategies to mitigate risks. A diversified portfolio can be an excellent shield against severe headwinds, while timely market entry and exit during tailwinds can maximize gains.

Business

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” Both [Cardello and Byrd] were incredibly patient with me.

Trading

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. Integration managers play a crucial role in ensuring the success of their organization’s merger or acquisition.

M&A