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

JULY 31, 2025

But the silver lining there is that it doesn't take much to pick up portfolio income. "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).

Investors

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 19, 2025

It offers an array of business management software solutions that streamline business operations to customers in numerous vertical markets. Through its Issuer Solutions segment, it provides financial institutions and retailers technologies to manage their card portfolios. times multiple Global Payments trades at.

Shares

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

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

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

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 assets under management.

Portfolio

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

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

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. In the bigger, longer-time frame portfolios we managed, this possible pullback is noise and not something to be bothered with.

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

A new driver for leading AI stocks To capture this momentum, major tech companies are building out product portfolios tied to sovereign AI, framing the technology as a catalyst for national economic and industry growth, national security enforcement, and scientific discovery. In addition to Nvidia and AMD, T.

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

I've been watching this name for some time to add to my portfolio and have owned this in the past, but Tuesday morning's earnings popped the stock out of the base consolidation. In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Notice the GAAP earnings projection below the chart of $4.27

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

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

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

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

Christian Fischer: “The current acquisition complements our portfolio perfectly.” 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. Sign up today for your free Reader Account!

Sale

The TRADE

JULY 12, 2024

Rikki Corbyn has left State Street Global Advisors (SSGA) following 11 and a half years with the firm, The TRADE has learnt. The TRADE’s Rising Stars initiative, recognising the budding buy-side talents of the institutional trading space, returns in October 2024, its tenth year.

Equities

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

The TRADE

SEPTEMBER 5, 2024

A Citadel equity trader and senior associate has left the firm to join Ilex Capital, The TRADE can reveal. According to an update on his social media, Jack Boland has joined Ilex Capital in a US equity trading and global equity capital markets role. The post Citadel trader joins Ilex Capital appeared first on The TRADE.

Capital

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.

Portfolio

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