The TRADE

JUNE 10, 2025

Broadridge Financial Solutions’ bond trading platform LTX has launched a new capability – BondGPT Intelligence – which integrates generative AI capabilities directly into trading platform workflows. Read more: Broadridge’s new algo co-pilot: The first tangible use case of AI in trading?

Trading 52

Trading Portfolio Management Portfolio Investment 52

CNBC: Investing

JUNE 28, 2025

Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds 122

Funds Stock Investment Portfolio Management 122

The TRADE

JUNE 16, 2025

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. He replaces Nishad Vallonthaiel as head of electronic trading. He replaces Nishad Vallonthaiel as head of electronic trading. A spokesperson for Peel Hunt confirmed the move.

Capital Market 52

Capital Market Capital Investment Banking Sale 52

CNBC: Investing

JULY 19, 2025

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

Shares 80

Shares IT Mergers and Acquisitions Management 80

CNBC: Investing

JULY 25, 2025

And I think you're going to see that continued benefit as you go into June," Niles, the founder of Niles Investment Management, said Friday morning on CNBC's " Squawk on the Street." It grew 2% faster than it did in the December quarter.

Investors 68

Investors Stock S&P Investment 68

CNBC: Investing

JULY 12, 2025

Despite owning a trio of market-leading businesses, the company still trades at a heavy discount: around seven-times earnings before interest, taxes, depreciation and amortization versus low to mid-teens for peers and even higher multiples for Tripadvisor historically.

Media 55

Media Stock Investment Business 55

The TRADE

JUNE 12, 2025

Marcus Sheridan has joined investment manager Payden & Rygel as a fixed income trader. The post Pimco vice president joins Payden & Rygel as fixed income trader appeared first on The TRADE. Sheridan will be based out of Los Angeles in his new role.

Portfolio Management 52

Portfolio Management Investment Manager Media Portfolio 52

The TRADE

JULY 23, 2025

The firm has also said that the authorisation will pave the way in addressing challenges of improper licensing, organisational structure of separation of duties related to asset managers in the current European crypto investment landscape.

Asset Management 52

Asset Management Management Portfolio Management Trading 52

CNBC: Investing

JULY 24, 2025

Josh — In 1973, The Chicago Board of Trade launched a subsidiary that would allow traders to place bets on a new standardized contract based on stock prices. They carved out a single trading pit on the floor for these stock option contracts and standardized how they worked. In due time, more were added. The business was a hit.

Stock 78

Stock S&P Trading Investment 78

CNBC: Investing

JUNE 6, 2025

trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 securitized products and a portfolio manager at Janus. "There's more trading and that's what you want as an end investor." billion in inflows , according to State Street.

Portfolio 90

Portfolio Investors Investment Funds 90

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions 52

Acquisitions Asset Management Portfolio Management Management 52

The TRADE

NOVEMBER 4, 2024

Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager. During his tenure at Bank of America, Mudie most recently served as manging director, sales trading.

Portfolio Management 64

Portfolio Management Equities Trading Sale 64

CNBC: Investing

JULY 22, 2025

Trading and investing is all about your own personal perspectives and objectives. There is not one proper way to invest and speculate in the markets. QID is trading around $24.61 and will look to exit the trade at a loss if it trades below $24.25. You have to decide what best meets your objectives.

Investment 47

Investment Stock Portfolio Trading 47

CNBC: Investing

JULY 1, 2025

"The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. McFee is also portfolio manager on Vanguard's Core Tax-Exempt Bond ETF (VCRM) , which has an average stated maturity of 14.4

Portfolio Management 59

Portfolio Management Portfolio Funds Investors 59

CNBC: Investing

JUNE 21, 2025

The first half of the year was characterized by high volatility, as President Donald Trump's escalating trade war cast a shadow over the market. But with trade negotiations ongoing, Wall Street is cautiously optimistic entering the second half of the year that deals can be reached. Hatfield's final pick was Cheniere Energy.

Investors 115

Investors Stock S&P Investment 115

CNBC: Investing

JUNE 13, 2025

senators rolled out a road map for artificial intelligence policy, seeking a $32 billion annual investment in AI research and development by 2026. trillion in funding toward AI investments and partnerships have been announced so far this year. Further, last year, a bipartisan group of U.S. "With c.

Investment 55

Investment Stock Portfolio Media 55

CNBC: Investing

JULY 15, 2025

I started studying the company and found that it was publicly traded, and the technicals and fundamentals look great. I added the position to my Active Opps portfolio yesterday. In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held.

Stock 59

Stock Portfolio Investment Media 59

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. 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. dollar, also a positive for the growth trade. The "capped" U.S.

S&P 134

S&P Portfolio Investment M&A 134

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management 69

Portfolio Management Portfolio Management Trading 69

The TRADE

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich. This figure was up markedly from similar research in 2020, which had the result at 5%.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

AUGUST 30, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, The TRADE can reveal. Union is bolstering its digital assets division, The TRADE understands.

Trading 105

Trading Asset Management Management Portfolio Management 105

The TRADE

SEPTEMBER 4, 2023

Union Investment’s Christoph Hock is set to step away from his role as head of multi-asset trading later this year to pursue an opportunity in digital assets and tokenisation within the asset management firm, as revealed by The TRADE. While at Credit Suisse, Polera most recently served as director of equity sales trading.

Investment 116

Investment Equities Trading Asset Management 116

The TRADE

NOVEMBER 22, 2023

SimCorp has introduced a new cloud-native performance attribution solution as part of the inaugural offering from its new Investment Analytics Platform. Our new investment analytics service enables users to perform advanced investment performance analytics on the fly, with calculations delivered in just a few seconds.”

Investment 111

Investment Investment Manager Portfolio Management Management 111

The TRADE

AUGUST 1, 2024

Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

Investment Manager 64

Investment Manager Investment Management Portfolio Management 64

Life on the Buy Side

APRIL 15, 2019

Warren Buffett’s annual letter to shareholders as the CEO of Berkshire Hathaway is required reading for those in the investing world. The Buffett Partnership is the first investment fund started by Buffett after his mentor, Ben Graham, retired and folded up his fund. This is like Warren Buffett’s origin story. per year. .

Investment 130

Investment Investors Portfolio Management Stock 130

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.

Trading 59

Trading Portfolio Management Asset Management Investment Manager 59

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

JANUARY 5, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. He began his career as a junior portfolio manager at RSA covering US equities.

Capital Market 104

Capital Market Equities Capital Portfolio Management 104

The TRADE

AUGUST 5, 2024

Jamie McKenna was appointed vice president, senior global equity trader at State Street Global Advisors (SSGA) following almost two decades at GMO trading. Boston-based McKenna joined GMO in 2004 as a pricing analyst, and most recently worked in a multi-asset trading role for 15 years.

Capital Market 64

Capital Market Capital Investment Portfolio Management 64

The TRADE

OCTOBER 10, 2024

Over the past decade, technological advancements and increasing financial regulations have been the primary drivers behind the evolution of trading analytics and transaction cost analysis (TCA). These components are the backbone of the PGGM trading analytics desk. How can TCA use be further optimised/automated on the trading desk?

Trading 59

Trading Portfolio Management Portfolio Management 59

The TRADE

JUNE 7, 2024

Credit Suisse has signed an agreement to sell its majority stake in Credit Suisse Investment Partners (CSIP), owned by Credit Suisse Asset Management. CSIP segment manages funds and associated mandates – including convertible bond funds – with a total of CHF 1 billion in assets under management.

Investment 69

Investment Portfolio Management Asset Management Investment Banking 69

The TRADE

NOVEMBER 9, 2023

Christoph Hock, head of multi-asset trading at Union Investment, accepted the Lifetime Achievement Award at The TRADE’s Leaders in Trading 2023 gala awards ceremony last night. The TRADE would like to extend its congratulations to Hock for his long-standing commitment and service to the industry.

Trading 52

Trading Portfolio Management Asset Management Investment 52

The TRADE

NOVEMBER 17, 2023

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. Through the adoptions, Triodos is set to benefit from enhanced pre-trade compliance and data consistency across its consolidated front-office processes.

Investment Manager 59

Investment Manager Management Investment Asset Management 59

The TRADE

JUNE 2, 2023

Edouard Petitcollot Candriam has overhauled its global trading structure in a bid to refocus its attention on more complex and high touch trading strategies, The TRADE can reveal. Edouard Petitcollot will lead the operation as global head of trading. High touch trading can be renewed.

Trading 59

Trading Equities Portfolio Management Portfolio 59

The TRADE

JANUARY 17, 2024

In 2019, Nutting was nominated by her industry peers as one of The TRADE’s Rising Stars of Trading and Execution, and just four years later, she was shortlisted for The TRADE’s coveted Buy-side Trader of the Year Award. That same year, she was recognised by The TRADE and the industry as a Rising Star of Trading and Execution.

Trading 111

Trading Portfolio Management Management Broker 111

The TRADE

AUGUST 29, 2024

Buy-side book-building platform Appital has moved to expand its pre-trade price discovery capabilities to allow for greater natural liquidity amongst its buy-side clients. This aligns with our strategy to deliver unique workflows to trading and investment teams. Liquidity is subsequently realised.

Trading 52

Trading Portfolio Management Book-building Portfolio 52

The TRADE

AUGUST 7, 2024

Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capital markets for decades in some form or another. However, an undeniable surge has occurred across the trading sphere over the last few years, with decidedly mixed results. And the number is climbing.

Trading 59

Trading Management Investment Manager IT 59