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.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank 98

Bank Banking Government Investment Banking 98

The TRADE

OCTOBER 18, 2024

This has created an ongoing opportunity for mid-tier prime brokers, particularly those with broad asset class and geographical capabilities comparable to those of the bulge bracket banks. Looming regulatory issues and the ever-increasing complexities of the business have led to constantly evolving risk management systems.

Funds 69

Funds Broker Bank Banking 69