CNBC: Investing

JUNE 26, 2025

Risk management Josh here — CPNG, despite its rally this year, is still in a 40% drawdown from the '21 peak despite the fact that it is now a much bigger, more successful business than it was at the time of its IPO. Given the outlook, I like this better as an investment than a trade.

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CNBC: Investing

JULY 21, 2025

If this stock breaks below its 200-day, which is around the bottom level of support it's been building in the $100 range, the stock will have some further downside risk. Risk Management: Josh here — Above I am showing you the highly correlated peak for EXE stock and the spot natural gas price.

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CNBC: Investing

JULY 10, 2025

Risk management Josh — Traders can use $350 as a pivot point. The fundamentals are now significantly better than they were the last time this stock traded into the 400s. It's got sticky customer relationships in industries that have massive switching costs. I think it can get there this time and keep going.

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CNBC: Investing

JUNE 5, 2025

For the past three weeks, the price has remained in a tight trading range between the 200-day moving average around $355 and the upper end of the price gap from early May. Another buy signal occurred in October 2022, confirming a bullish phase as Caterpillar traded back above its 150-week moving average.

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CNBC: Investing

JUNE 16, 2025

I'll update my risk management comments below. That said, energy and aerospace remain among the best portfolio hedges during periods of geopolitical instability. Their performance is often counter-cyclical to the risk-off sentiment we see, offering diversification when other sectors fall. Have a great week.

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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

FEBRUARY 20, 2024

The bank will now adopt three additional modules of the solution, making MARS its primary risk management system. The MARS market risk module integrates to offer a solution which supports risk management and data workflow, providing scalability alongside allowing increased growth of CBI’s treasury business.

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The TRADE

MAY 16, 2024

In the constantly evolving financial markets landscape, where volatility and complexity are continually featured, the ability to discern the true costs of trading has become paramount for investors and institutions alike. However, reservations about its usage still exist among users.

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OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. as of the end of 2020, hedge funds managed approximately $3.6 One widely cited estimate is that hedge funds account for around 5-6% of total equity trading volume in the US.

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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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The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

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The TRADE

OCTOBER 24, 2023

The annual Leaders i n Trading gala is the most distinguished awards night for the trading community. Among the most coveted awards categories is the Editors’ Choice Awards and today we bring you the 2023 nominees for Outstanding Post-Trade Services Provider.

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The TRADE

DECEMBER 27, 2023

Kerim Acanal, global head of emerging markets, Tradeweb The request-for-market (RFM) protocol will continue to be the next frontier for electronic trading in emerging markets. In today’s ever-changing financial landscape, RFM allows clients to not reveal the direction of the trade, therefore minimising the footprint of their transaction.

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The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. It’s not very different from list trading which has existed for a long time where dealers were requested to price a backet of instruments.

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The TRADE

JUNE 4, 2024

Surveyed risk professionals were nearly split in their responses to feeling either confident or somewhat confident with their risk management processes during normal market conditions. Only 2% of surveyed risk professionals said they were not prepared at all.

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The TRADE

SEPTEMBER 12, 2024

Cboe Global Markets announced that its new Cboe S&P 500 Variance Futures are expected to begin trading on Monday 23 September on the Cboe Futures Exchange. Cboe Global Markets added that the contracts will quote and trade directly in variance units, offering a simplified approach to managing and trading variance exposure.

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The TRADE

OCTOBER 8, 2024

Read more: Fireside Friday with… Euronext’s Anthony Attia Trading in the new options is powered by Euronext’s Optiq trading platform, which offers access to a large and diverse pool of liquidity. Clearing will take place through Euronext Clearing, offering risk management and portfolio-wide margin efficiencies.

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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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The TRADE

MARCH 25, 2024

Head of SIX Swiss Exchange, Christian Reuss marked his last day at the trading venue as he moves onto pastures new. Reuss had been with the trading venue for just over 15 years, originally joining in 2009 as chief executive of a joint venture named Scoach, in partnership with Deutsche Börse.

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Peak Frameworks

SEPTEMBER 12, 2023

The World Trade Organization (WTO ) plays a pivotal role in shaping the global economic landscape. From GATT to WTO The WTO, born out of the General Agreement on Tariffs and Trade (GATT) , has been pivotal since its inception in 1995. GATT’s initial role was to regulate international trade post-WWII.

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The TRADE

DECEMBER 8, 2023

Instead, a combination of rising interest rates, inflation, soaring energy prices and geopolitical tensions have hit hedge funds, and subsequently the risk management practices of prime brokers. These forces have rumbled markets and led to heightened volatility.

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The TRADE

OCTOBER 2, 2023

TS Imagine and Cassini Systems have today entered a strategic partnership, with Cassini’s intelligent analytics across over the counter (OTC) and exchange traded derivatives (ETD) products now available via TS Imagine’s offering, The TRADE can reveal.

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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. The post CLSA appoints ex Morgan Stanley as algorithmic sales trader appeared first on The TRADE.

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The TRADE

MAY 20, 2024

The development coincides with the latest enhancements applicable to the Northbound Swap Connect scheme, which commence today and are introduced by China Foreign Exchange Trade System (CFETS), Shanghai Clearing House, and OTC Clearing Hong Kong.

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The TRADE

JULY 10, 2024

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

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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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The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

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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

JUNE 21, 2023

“Certain technologies around margin transparency and particularly the advent of portfolio margining across the board, will be a very positive element and will enable people to be more resilient going forward,” said Chris Rhodes, president of ICE Futures Europe. Risk is back.

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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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The TRADE

DECEMBER 5, 2024

The Securities and Exchange Commission (SEC) is in the process of introducing noteworthy rule changes to the clearing of fixed income securities, a development which is set to reshape the landscape for fixed income trading. For trading desks, the new rules will result in a range of operational and regulatory shifts.

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The TRADE

JULY 12, 2024

BlackRock’s Aladdin collected the Outstanding Trading Technology Provider award at The TRADE’s 2023 Leaders in Trading awards in London last November. The post BNY and BlackRock collaborate on front-to-back mandate with AIA appeared first on The TRADE.

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The TRADE

MAY 30, 2023

In his new role, Hoong will provide technical account management and support to clients in Hong Kong. This specifically relates to: trading, portfolio management, and risk management. The post TS Imagine expands APAC team with appointments from Enfusion appeared first on The TRADE.

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The TRADE

OCTOBER 3, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that UOB (United Overseas Bank) has joined both LCH SwapClear and LCH ForexClear as a direct clearing member. The post UOB goes live as clearing member for LCH appeared first on The TRADE.

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The TRADE

AUGUST 1, 2023

ICE RMA – part of the ICE Bonds’ suite of trading protocols – is used in dealer-to-dealer fixed income trading. Speaking to The TRADE, he explained: “We heard from our partners that they wanted a strong competitor in this space and nobody had yet been able to step [into] that capacity. 

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The TRADE

JULY 12, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that Barclays and Barclays Ireland are now live as clearing brokers at CDSClear. LCH also announced that its 24-hour foreign exchange clearing service, ForexClear, cleared the first NDF trade for Axis Bank – where Societe Generale acted as clearing broker.

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The TRADE

SEPTEMBER 15, 2023

How has the hiring process for a trading desk changed over the last five years? For most of my career in credit trading, the majority of traders have been accounting and finance or economics majors. When I look down my trading desk right now, every team member is coding in Python.

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