The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. There’s been a reopening in capital markets. It’s been busy. What has your journey to the trading desk been like?

Funds 59

Funds Capital Capital Market S&P 59

Mergers and Inquisitions

FEBRUARY 28, 2024

And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. The legal side is quite important because you must read the debt agreements to understand each issuance’s covenants and other terms. a credit rating vs. an investment recommendation).

Equities 59

Equities Debt Asset Management Recruitment 59

Mergers and Inquisitions

DECEMBER 4, 2024

Deals could be done on a corporate level (i.e., Representative Public Companies: N/A since these are almost always owned by cities, corporations, or specific teams. Outside the bulge brackets, many elite boutiques also advise on sports deals: PJT, Moelis, Evercore, and Rothschild (more so in Europe) are all examples.

Investment Banking 105

Investment Banking Bank Banking Investment 105

The TRADE

OCTOBER 24, 2024

Tradeweb launched its all-to-all corporate bond trading functionality in 2017. Usually hosted by bulge bracket banks, SIs are an internalising mechanism that allow banks to execute flow over the counter or off exchange. The first ETF to launch in the US was the SPDR S&P 500 ETF (SPY) in 1993.

Trading 120

Trading Investors IT S&P 120