CNBC: Investing

JULY 10, 2025

Risk management Josh — Traders can use $350 as a pivot point. It's got sticky customer relationships in industries that have massive switching costs. For investors, that means a durable moat, long-term pricing power and scalable profitability. The stock gapped from that level and has been consolidating ever since.

Stock 65

Stock Investment Management Media 65

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 59

Investment Risk Management Media Stock 59

CNBC: Investing

JUNE 16, 2025

I'll update my risk management comments below. Their performance is often counter-cyclical to the risk-off sentiment we see, offering diversification when other sectors fall. Risk Management Josh — I think we're in a secular bull market for defense-oriented stocks, unfortunately for the world.

Stock 121

Stock S&P Investment Investors 121

OfficeHours

MAY 16, 2023

By engaging with company management and advocating for changes that improve efficiency and profitability, hedge funds can help improve market efficiency. Hedge funds often use a variety of investment strategies and invest across multiple asset classes, which can help diversify their portfolio and reduce risk.

Financial Market 130

Financial Market Funds Risk Management Trading 130

The TRADE

JUNE 8, 2023

Delikaris also serves as co-founder and chair of The Risk Management Association’s (RMA) Financial Technology and Automation committee. “We

Finance 105

Finance Finance Trading Risk Management 105

The TRADE

DECEMBER 14, 2023

The US watchdog is looking to bolster risk management practices for central counterparties in the US Treasury market and facilitate additional clearing of US treasury securities transactions through forcing some cash Treasury and repos to be centrally cleared.

Trading 119

Trading Media Financial Institution Risk Management 119

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 130

Accountant Securities Risk Management M&A 130

The TRADE

JUNE 13, 2023

BlackRock has promoted from within for its new head of European credit trading, according to an update on social media. Dean Catton has been selected to take the helm for the asset manager’s European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business.

Trading 52

Trading Asset Management Risk Management Media 52

The TRADE

AUGUST 16, 2023

Prior to joining Bloomberg, London-based Miller worked as a credit trader at Salomon Smith Barney – now Morgan Stanley Wealth Management. These were just the latest acquisitions by TT in a bid to expand its multi-asset capabilities. The post Trading Technologies hires in ex-Bloomberg expert as EMEA director appeared first on The TRADE.

Trading 52

Trading Electronics Sale Risk Management 52

CNBC: Investing

JULY 1, 2025

resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. If we can sustain a break above the $140.00

IT 69

IT Portfolio Stock Investment 69

OfficeHours

JUNE 6, 2023

Risk Mitigation: Private equity firms bring a disciplined approach to investment decision-making and risk management. Through extensive due diligence and financial analysis, they identify investment opportunities with favorable risk-return profiles. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Economics Equities Capital 147

The TRADE

JULY 8, 2024

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. According to an update on his social media, Mair joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies. As part of his new appointment, Chin will be based in New York.

Banking 64

Banking Bank Asset Management Equities 64

The TRADE

JANUARY 30, 2024

He was named managing director in 2002 and partner in 2006. Jim Esposito “No matter the role, Jim has dedicated himself to our business with a keen focus on serving our clients, promoting effective risk management and enhancing the culture of the firm.

Banking 52

Banking Bank Investment Banking Risk Management 52

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.

Banking 123

Banking Bank Government Funds 123

The TRADE

JULY 25, 2023

The PRA specifically cited “significant failures in risk management and governance between 1 January 2020 and 31 March 2021, in connection with the Firms’ exposures to Archegos Capital Management”. The £87 million penalty issued by the PRA is a new record for the watchdog – despite it being reduced by 30% from £124.4

Risk Management 52

Risk Management Bank Banking Management 52

The TRADE

AUGUST 14, 2023

Scott’s experience includes equity swaps, operational risk management, and business process optimisation. Cantor Fitzgerald Europe appointed William Lindsay as its new head of technology, media and telecoms (TMT) sales for the EMEA region. Lindsay joined the firm from Berenberg, where he spent the last two years.

Equities 52

Equities Risk Management Trading Business 52

Software Equity Group

MARCH 26, 2024

Vista is a significant player in SaaS, having made five investments in 2023 in companies like Duck Creek Technologies, a core systems provider for the insurance industry, subscription management analytics firm TRG Screen, and integrated payments platform EngageSmart. The firm employs 43 professionals.

Private Equity 52

Private Equity Equities Investment Valuation 52

Midaxo

APRIL 25, 2023

Assess the potential risks or challenges associated with integrating the two companies. Risk management : Identify and evaluate any potential risks or red flags associated with the acquisition, such as financial, operational, legal, or cultural risks.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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. Evaluate the success of risk management strategies in ensuring a smooth transition.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

The TRADE

OCTOBER 18, 2024

“Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.”

Broker 69

Broker Funds Bulge Bracket Bank 69

GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. Search social media – at a minimum Facebook, LinkedIn, Twitter. 15.4.3 Do not feel uncomfortable to push back. 15.4.4 Do not rush or get ahead of yourself. A timeline should include tasks and should back up your budget.

Business 52

Business Sale Broker IT 52

CNBC: Investing

JULY 3, 2025

Risk Management Josh — FERG appears to be forming a textbook cup-and-handle pattern, signaling potential for bullish momentum. The company has rebounded with improving fundamentals, stronger margins, and a cleaner cost structure.

Stock 72

Stock Investment Media Management 72

The TRADE

FEBRUARY 24, 2025

Announcing his departure on social media, industry heavyweight Haynes cited health reasons as the reason behind the decision. Tomiyasu joined LSEG from Morgan Stanley MUFG Securities, where he most recently served as managing director, head of final investment decision (FID) risk for Asia.

Sale 64

Sale Equities Capital Market Trading 64

Razorpay

FEBRUARY 18, 2025

B2B Payments in AdTech AdTech companies manage complex payment workflows involving advertisers, publishers, and media agencies. To simplify this, AdTech firms use automated payout platforms that handle bulk transactions, calculate commissions accurately, and manage multi-party payments efficiently.

Accountant 40

Accountant Management Business Bank 40

Razorpay

FEBRUARY 19, 2025

You can launch your online store effortlessly with Razorpay Storefront , allowing you to go live in minutes with built-in Magic Checkout, 100+ payment options, and you can share your products effortlessly making it easy to promote items through WhatsApp, social media, or email.

Business 59

Business Bank Banking Finance 59