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Portfolio trading is on the up but only some can make it pay

The TRADE

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%

Portfolio 104
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Private Equity in China: The Worst of Both Worlds?

Mergers and Inquisitions

Investment Banking Experience at Bulge Bracket or Top Domestic Banks – As with PE anywhere, you need a few years of IB experience to be competitive in most cases. Working at the bulge brackets or elite boutiques is better for international funds, while IB experience at the top Chinese banks (CICC, CITIC, Huatai, Haitong, etc.)

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9 Concepts We Can Learn About Raising Capital From How2Exit's Interview W/ Richard Luftig

How2Exit

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio. Ron Concept 1: Adapt To Uncertain Times.

Capital 130
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The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3%

Funds 69
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UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?

Mergers and Inquisitions

per share when it was trading above $8.00 First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article. With the retreat of both CS and UBS, these firms’ market shares in Europe and Asia will continue to grow. ” So, what happened? a year ago?

Bank 98
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Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Mergers and Inquisitions

So, I’ll share here an old report issued by Goldman Sachs on J.C. Banks do not appear to offer many internships in this area, so if your goal is a bulge bracket bank , you’ll likely have to work in other credit roles first and network your way in. Due to the age and the fact that J.C. How would you analyze them differently?

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Renewable Energy Investment Banking: How to Make Greens by Going Green

Mergers and Inquisitions

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?