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. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

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Portfolio Trading IT Bulge Bracket 104

CNBC: Investing

MARCH 19, 2024

Boost your portfolio's performance by cutting down on tax drag.

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Portfolio Bank Banking Funds 79

CNBC: Investing

FEBRUARY 13, 2024

Bank of America says the market rally will broaden in 2024 and recommends investors pivot to a wider basket of stocks.

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Bank Banking Portfolio Investors 101

CNBC: Investing

FEBRUARY 20, 2024

Investors are overlooking municipal bonds as they shake up their fixed income portfolios, according to a Bank of America strategist.

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Investors Bank Banking Portfolio 105

Growth Business

SEPTEMBER 25, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations. Taylor took over from Catherine Lewis La Torre in February this year, stating at the time he’d like to see the bank invest in more UK scale-ups.

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Banking Bank Business Economics 105

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” It’s the second-biggest bank failure in U.S. Silicon Valley Bank did not “fail” in 24 hours.

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Bank Banking Funds Government 123

Business Standard - FInance

JUNE 16, 2023

Private sector banks' slippages and write-offs from loans restructured after the COVID-19 pandemic are nearly double than that of their state-owned peers, a report said on Friday. It found that the peak of restructured assets in bank books was in September 2022, when the overall quantum of recast loans had touched Rs 2.2 lakh crore.

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Bank Banking Portfolio IT 96

Mergers and Inquisitions

FEBRUARY 19, 2025

With investment banking internship recruiting starting earlier and earlier, you also need to win pre-banking internships earlier. People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons.

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Capital Bank Banking Recruitment 59

CNBC: Investing

AUGUST 30, 2024

Bank of America identified stocks that could serve as candidates for a call writing strategy.

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Stock Portfolio IT Banking 106

PE Hub

AUGUST 9, 2023

KKR has made 65 ABF investments globally since 2016 through a combination of portfolio acquisitions, platform investments and structured investments. The post KKR buys Synovus Bank’s $373m portfolio of auto loans appeared first on PE Hub.

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CNBC: Investing

NOVEMBER 21, 2023

The Wall Street bank analyzed the holdings of 735 hedge funds with $2.4 trillion of total equity positions — long and short — as of Sept.

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Funds Portfolio Equities Banking 120

CNBC: Investing

MARCH 24, 2024

TipRanks' analyst ranking service highlights Wall Street's best-performing stocks, including Bank of America and PepsiCo.

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Stock Portfolio Banking Bank 102

CNBC: Investing

NOVEMBER 10, 2023

Investors may dump portfolio losers to cut their tax bill, but a few sharply discounted names could be due for a bounce.

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Portfolio Bank Banking Investors 117

CNBC: Investing

MARCH 18, 2025

Dividend payers offer stability and can enhance portfolio returns. A few names may have the wherewithal to kick off payments, according to the Wall Street bank.

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Portfolio Stock Banking Bank 112

Mergers and Inquisitions

OCTOBER 16, 2024

“Why investment banking?” and there’s now an overwhelming amount of information online about investment banking. I’ll explain these points here and suggest specific answers to “Why investment banking?” but I’ll start with the short version: Table Of Contents Why Investment Banking: The Short Version “Why Investment Banking?”

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Investment Banking Bank Banking Investment 111

JD Supra: Mergers

JUNE 28, 2023

Astor Group, a consumer-based advisory firm and merchant bank, announced that Taguchi & Co. a prominent Japanese bakery, has acquired Astor Group’s portfolio company, Brooklyn Brands, a dessert manufacturer that develops and acquires Brooklyn-based bakeries.

Food 130

Food Finance Finance Manufacturing 130

CNBC: Investing

MARCH 13, 2024

Take a few steps now with your portfolio to get ahead of next year's tax bite.

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Portfolio Bank Banking 104

TechCrunch: M&A

JULY 25, 2023

billion deal in 2017 to procure Gemalto , a company offering digital identification and data protection for industries such as banking. Thales has expended considerable resources in recent years bolstering its cybersecurity offerings through acquisitions. This includes a $5.5 billion ($2.65

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Securities Acquisitions Private Equity Portfolio 239

Business Standard - FInance

JULY 3, 2023

Several investors are concerned that since both stocks are among the widely held scrips in their portfolios, it could result in a fire sale of the entity at a beaten-down price.

Equities 98

Equities Mergers Portfolio Bank 98

CNBC: Investing

OCTOBER 21, 2024

The Wall Street bank has a few tips for investors to get ready. Key provisions in the Tax Cuts and Jobs Act are slated to sunset at the end of 2025.

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Bank Banking Portfolio Investors 64

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 140

Portfolio Management Portfolio Economics Management 140

CNBC: Investing

JULY 18, 2024

High-yield municipal bonds had a strong first half, according to Bank of America.

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Portfolio Banking Bank 84

Global Banking & Finance

DECEMBER 4, 2024

By Terje Solsvik and Gwladys Fouche OSLO (Reuters) -Norway’s government should let its huge sovereign wealth fund sell parts of its Russian portfolio when possible, ending a general freeze in place since 2022 that has prevented divestment, the central bank, which manages the fund, said.

Banking 59

Banking Bank Funds Portfolio 59

OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. When it comes to investment banking, there are only so many investment banks that you can choose from. And with the firm recently closing a new $3.25

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Private Equity Equities Middle Market Funds 147

CNBC: Investing

JULY 5, 2024

Of the more than 3,000 companies in the bank's coverage universe, just 26 qualified for the firm's list.

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Bank Banking Portfolio IT 54

The TRADE

JULY 1, 2024

Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Prior to his tenure at Deutsche Bank, Wilkes spent six years at JP Morgan as an executive director of futures and options and OTC clearing sales.

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Banking Bank Sale Trading 64

CNBC: Investing

APRIL 30, 2025

The investment bank's chief investment strategist listed several stocks to maintain a balanced risk profile while targeting stable, quality fundamentals.

Investment Banking 58

Investment Banking Portfolio Investment Stock 58

CNBC: Investing

APRIL 1, 2025

Some dividend-paying stocks are poised to hold up in an environment when economic growth is slowing and inflation remains high, the investment bank found.

Stock 67

Stock Portfolio Investment Banking Economics 67

Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.

Banking 52

Banking Bank IT Management 52

The TRADE

FEBRUARY 20, 2024

UAE national bank Commercial Bank International (CBI) has adopted Bloomberg’s multi-asset risk system (MARS) modules for counterparty risk, market risk and valuation. The bank will now adopt three additional modules of the solution, making MARS its primary risk management system.

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Risk Management Management Banking Bank 64

CNBC: Investing

MARCH 24, 2025

The bank highlighted a few of its favorite names. Tough markets call for solid dividends.

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Portfolio Banking Bank IT 66

Private Equity Info

JANUARY 3, 2025

Private equity firms continue to leverage add-on acquisitions as a strategic tool to accelerate growth, achieve synergies, and expand market reach for their portfolio companies. By targeting niche players within key industries, PE-backed platforms are reshaping competitive landscapes and driving significant value creation.

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Portfolio Private Equity Investment Equities 52

The TRADE

JULY 8, 2024

Jessica Lane was named executive director – ETF distribution at Goldman Sachs having previously spent almost six years at Bank of America Merrill Lynch. ABN AMRO Clearing Bank appointed Samantha Page as regulatory manager following almost two years at Euronext. As part of his new appointment, Chin will be based in New York.

Banking 64

Banking Bank Asset Management Equities 64

TechCrunch: M&A

AUGUST 18, 2023

announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. After filing for Chapter 11 bankruptcy protection in April, online wholesale retailer Boxed has been acquired. based regional distributor MSG Distributors, Inc.

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Mergers and Acquisitions Retail Food Acquisitions 208

The TRADE

JULY 2, 2024

Jessica Lane has been named executive director – ETF distribution at Goldman Sachs having previously spent almost six years at Bank of America Merrill Lynch. The post Ex-Bank of America Merrill Lynch VP joins Goldman Sachs in ETF role appeared first on The TRADE.

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Bank Banking Asset Management Portfolio 59

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms). What Are Corporate Finance Jobs?

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The TRADE

JANUARY 8, 2025

AFXs focus on regional, mid-size, community and minority-owned banks covers many of the same customers ICE serves through our mortgage technology network. We look forward to continuing to serve this important market, delivering innovation and new product development made possible through the addition of AFX to our portfolio.

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Bank Banking Electronics Portfolio 52