The TRADE

JULY 9, 2025

Specifically, the offering is expected to eliminate challenges of manual processes and data inconsistencies, and clients will also have access to functionalities including turnkey managed integration, enhanced OTC management, integrated cash management and consistent position and trade data exchanges. The firms have said that the new solution meets (..)

Investment Manager

CNBC: Investing

JUNE 27, 2025

Preferreds trade on exchanges like stocks, but also have par values and pay a stream of income. Investors looking for broad market exposure can invest in exchange-traded funds. More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. The Global X U.S.

Securities

CNBC: Investing

JULY 31, 2025

"Jay Powell and the Fed are going slower and keeping yields higher longer – that's a good thing for bond investors," said Mary Ellen Stanek, president of Baird Funds and a portfolio manager on Baird's Core Plus Bond Fund (BCOIX). Financials are trading a bit behind industrials, but they still have more room to run.

Investors

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

The TRADE

JULY 10, 2025

While at the firm, she served in equity trading positions, working out of New York from June 2023 to July 2024, and before this, in Hong Kong for more than six years, where she traded equity and equity derivative products across 17 Asian markets, covering futures, single stock options and total return swaps.

Equities

The TRADE

JULY 14, 2025

BNY Buy-side Trading Solutions Legal & General Investment Management (LGIM) equity and foreign exchange trader Jamie Jones is set to leave the firm to join BNY’s expanding outsourced trading refit, as revealed by The TRADE. Additionally, he has also worked as a portfolio trader at UBS.

Investment Manager

The TRADE

AUGUST 11, 2025

He joins from QNB Group where he had worked in fixed income – group Treasury out of Doha in Qatar for three years, covering portfolio management, trading and debt capital markets (DCM). The post Oman Investment Bank appoints new fixed income sales head appeared first on The TRADE.

Investment Banking

CNBC: Investing

JULY 19, 2025

Peaking in 2021 at roughly $220 per share and an enterprise value to earnings before interest, taxes, depreciation and amortization (EV/EBITDA) multiple of about 25-times, the company today trades around $80 per share and at a high single-digit multiple. times multiple Global Payments trades at. times EBITDA versus the 6.5-times

Shares

CNBC: Investing

JULY 25, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Investors

CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds

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. Tripadvisor is owned in the fund.

Media

CNBC: Investing

AUGUST 5, 2025

But if we do need it and the market is going to pullback, we can maintain our strong portfolio and not dislodge the low cost basis of names we've been building this year. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above.

S&P

The TRADE

JUNE 12, 2025

The post Pimco vice president joins Payden & Rygel as fixed income trader appeared first on The TRADE. The move sees Sheridan leaving Pimco where he has served for the last five years, most recently as vice president from January 2024 to June 2025. Sheridan will be based out of Los Angeles in his new role.

Portfolio Management

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

CNBC: Investing

AUGUST 2, 2025

Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich. The firm ultimately exited Switch via a sale with a 48.33% return versus -14.97% from the Russell 2000 over the same period.

IT

The TRADE

JULY 23, 2025

CoinShares Asset Management, the French subsidiary of European investment company Coinshares, has become the first European regulated asset management company to receive the Markets in Crypto-Assets Regulation (MiCA) authorisation. Through the authorisation, the firm will be able to offer operations throughout the EU covering institutional-grade (..)

Asset Management

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

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

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

CNBC: Investing

JULY 22, 2025

Trading and investing is all about your own personal perspectives and objectives. QID is trading around $24.61 and will look to exit the trade at a loss if it trades below $24.25. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital.

Investment

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

CNBC: Investing

JUNE 17, 2025

The former Neuberger Berman senior portfolio manager said it's extremely hard to predict how these high-stakes trade negotiations would unfold.

Portfolio Management

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

CNBC: Investing

JUNE 13, 2025

Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad. In addition to Nvidia and AMD, T. "I think Nvidia would be the most standard way that the world will build on.

Investment

CNBC: Investing

AUGUST 6, 2025

Tim Seymour acknowledges it's hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not "real" news and focus on the company fundamentals instead. Tim and I also discuss: Whether Nvidia is winning the trade gamesmanship with Trump.

Investment

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

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

CNBC: Investing

JULY 29, 2025

In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure.

Portfolio

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

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management

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

The TRADE

JANUARY 24, 2024

In the dynamic realm of the financial markets, the introduction of technology has proven to be a catalyst for transformative change, overhauling existing trading strategies. Among the wide range of advancements, algorithmic trading has revolutionised how financial instruments are bought and sold.

Trading

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

The TRADE

JUNE 27, 2023

The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.

Portfolio Management

The New York Times: Banking

JUNE 20, 2024

Portfolio managers have conflicting incentives as the economic and financial risks from climate change become more apparent but remain imprecise.

Portfolio Management

The TRADE

JANUARY 12, 2024

StoneX Group has appointed former head of trading at Incline Global Management, Evan Halpern, as managing director of fixed income outsourced trading, The TRADE can reveal. Throughout his career, Halpern has held trading and portfolio management roles at a wide selection of firms.

Trading

Global Newswire by Notified: M&A

AUGUST 1, 2025

Acquisitions are also part of the strategy,” says Christian Fischer, deputy chairman of the board of management and responsible for strategic growth initiatives and portfolio management. The current acquisition perfectly complements our portfolio. Sign up today for your free Reader Account!

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