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. INVESTING INVOLVES RISK.

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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

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CNBC: Investing

JUNE 16, 2025

I'll update my risk management comments below. Even the perception of sustained geopolitical risk can extend spending tailwinds, as nations reevaluate long-term defense strategies, upgrade outdated systems, and invest in next-gen technologies like cybersecurity, drones, and missile defense. Have a great week.

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PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

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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.

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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.”

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Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

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OfficeHours

MAY 16, 2023

Additionally, they are typically more active in trading than other types of investment firms, increasing opportunities for market participants to buy and sell financial products. This helps to ensure that businesses can access the funding they need to grow and invest in new projects. One tool for risk management is hedging.

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The TRADE

MAY 20, 2024

Bloomberg and Hong Kong Exchanges and Clearing (HKEX) have enhanced their Swap Connect solutions to better facilitate global investments in China’s onshore interbank interest rate swap (IRS) markets. The post Bloomberg and HKEX enhance Swap Connect solutions to facilitate global investments for IRS market appeared first on The TRADE.

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The TRADE

SEPTEMBER 24, 2024

State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.

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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?

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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.

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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.

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The TRADE

DECEMBER 11, 2023

M&G Investments has led a $30 million Series B funding round for FCA-authorised digital asset derivatives venue GFO-X. Alongside the funding round, M&G Investment will join the board of Global Futures and Options Holdings.

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The TRADE

AUGUST 8, 2024

“Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investment management and operations workflows,” said Alexander Mertz, chief executive of BayernInvest. “It The post Bloomberg buy-side solutions adopted by BayernInvest to support workflows appeared first on The TRADE.

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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.

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The TRADE

JULY 2, 2024

He most recently served as head of investment solutions and sciences at AB. Elsewhere during his tenure at AB, Chin served as head of quantitative research and chief data scientist, alongside serving as the firm’s chief risk officer for more than a decade. Chin is an AB operating committee member with a 27-year career at the firm.

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The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. The partnership was then extended in 2021 to give clients greater freedom of choice around middle-office services.

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Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

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Beyond M&A

MARCH 9, 2023

However, implementing AI solutions has inherent risks, including potential biases, data quality issues, and security vulnerabilities. So if you’re investing in it, you must ensure you’re not liable for future issues. This is why conducting comprehensive AI due diligence is essential before investment or buyout.

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The TRADE

SEPTEMBER 12, 2024

“The launch of Cboe S&P 500 Variance Futures comes at a crucial time when risk management is top of mind for many market participants, amid the backdrop of the upcoming US election, shifting monetary policy and ongoing geopolitical tensions,” said Rob Hocking, head of product innovation at Cboe.

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The TRADE

NOVEMBER 27, 2023

Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.

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Software Equity Group

AUGUST 20, 2024

This opens the door to significant investment and acquisition opportunities for SaaS companies from strategic buyers within and outside of the software industry. The company has made 312 investments since its founding in 1996. Cisco has made 312 investments throughout its 40-year history, including 11 SaaS purchases in 2023.

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Peak Frameworks

MAY 17, 2023

For example, if you're choosing three companies to invest in from a pool of ten, your selections would represent a combination. Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. 10 - 3)!) = 120 different portfolios. stands for a factorial.

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The TRADE

APRIL 17, 2024

London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. Jonathan Webb, former head of FX strategy at Jefferies, manages the C8 Hedge platform.

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Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. Hedging serves as an indispensable tool for ensuring stability and safeguarding investments in an unpredictable financial environment. Options provide flexibility and are often employed to hedge against price fluctuations.

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Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

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The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

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The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.

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The TRADE

OCTOBER 2, 2023

This means that the margin requirement is quite material – it’s quite a significant amount.” Morgan further asserted: “Nobody wants to cut corners when it comes to risk management […] that means that clients want to future-proof their businesses.

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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.

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The TRADE

MARCH 25, 2024

Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. Elsewhere in his career, Tan served at Maybank Investment Banking Group in an equity sales trading role.

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Peak Frameworks

AUGUST 15, 2023

These sentiments influence the market significantly and, consequently, can impact your investments and strategies. Junk Bond Demand : The spread between yields on investment-grade bonds and junk bonds. It's generally accepted that emotional and psychological factors significantly influence investing.

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Wizenius

AUGUST 16, 2023

Private Equity (PE) often becomes the coveted next step for many investment bankers, promising new dimensions within the financial landscape. 1) Analyzing Deals: The routine of a PE expert involves extensive analysis of potential investment prospects. The goal is to ensure comprehensive evaluation before advancing further.

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The TRADE

AUGUST 1, 2023

We saw this as an opportunity to invest in something that we were the initial creators of and would be a nice complement to our existing ATS liquidity network. “We invested in both human capital and technology to bring an intuitive and easy product to market and the initial adoption and activity validates this investment.”

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The TRADE

DECEMBER 27, 2023

Raquel Alves, global head of buy-side OMS, Bloomberg Buy-side firms are seeking partners that can support their entire investment book and in 2024 we expect they will increase efforts to consolidate vendors and prioritise providers that can offer a comprehensive front-to-back operating model.

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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.

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