The TRADE

AUGUST 21, 2023

Clear Street appointed Christopher Smith as chief executive officer of its futures clearing business. Smith brings more than 30 years’ experience in the capital markets sector to the role, having worked in various exchanges and regulators, alongside helping develop market and industry standards.

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The TRADE

JULY 31, 2023

Taitz joined buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

Asset Management 52

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Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. Asset managers can take solace in the fact that they can start small.

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Asset Management Management Capital Market Government 68

Accenture Capital Markets

SEPTEMBER 5, 2023

[i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. Many of them are partnering with fintechs in client-centered business ecosystems.

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Accenture Capital Markets

NOVEMBER 16, 2022

Here wealth managers are often behind their counterparts in other sectors of financial services. Furthermore, it also provides opportunities to e.g., leverage green cloud to reduce carbon footprint and energy consumption—which might in turn be contributing to clients’ perception of a wealth manager as a responsible business.

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IT Management Business Education 52

The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

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Funds Broker Banking Bank 69

The TRADE

AUGUST 7, 2024

Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capital markets for decades in some form or another. Fees are mounting and when it comes to business strategy, this factor is demonstrably taking precedence – but at what ‘cost’?

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Trading Management IT Investment Manager 59

The TRADE

JANUARY 3, 2024

New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present. Could this sticky business start seeing clients switch providers, or even insource? Will we see more M&A? Will the buy-side begin using multiple providers?

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Trading Asset Management M&A Broker 64

The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors. Investors are challenged to be mindful about where to invest within emerging markets.”

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Trading Investors Portfolio Investment 59

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. Workflow really matters in this business.

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Trading Investors Broker IT 52

Peak Frameworks

JULY 20, 2023

Efficient Frontier This is a graphical representation of the optimal portfolios that offer the highest expected return for a defined level of risk. Capital Market Line This line is drawn tangent to the efficient frontier and represents the risk and return trade-off for an efficient portfolio.

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The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. While perhaps not one of the most exciting aspects of the trade lifecycle, settlement is a central process that acts as a pillar for the capital markets.

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The TRADE

DECEMBER 27, 2024

This underscores the mission-critical importance of historical data in empowering the buyside community to focus on their core business, generating insights to achieve better trading outcomes. Dramatic levels of volatility and price dislocation tend to see to traders adopt a more hands-on, conservative approach.

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The TRADE

JANUARY 2, 2025

While the regulatory landscape has been challenging incountries like China,South Korea and India, we are seeing tremendous wealth creation in markets such as India and Southeast Asia. Elsewhere in Asia, the capital markets emergence from a decade-long low interest rate environment has been slower.

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