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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 managingrisk effectively in today’s environment, is up for debate.
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This means that the margin requirement is quite material – it’s quite a significant amount.” Morgan further asserted: “Nobody wants to cut corners when it comes to riskmanagement […] that means that clients want to future-proof their businesses.
Most recently, Tan held a global portfolio trading position, which included trading global equities with strategy implementation via algorithms, crossing networks and global portfolio trading desks. His expertise includes a proven track record of developing trading and riskmanagement strategies.
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Chalkley brings more than three decades worth of financial services to the role, in both portfoliomanagement and rates sales. He most recently served as managing director in its institutional rates sales business, overseeing key strategic relationships and distributing global rates products.
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It can help inform investment strategies, particularly in relation to market timing, riskmanagement, and portfolio rebalancing. RiskManagement and Portfolio Adjustment Investors can use the Fear and Greed Index as a riskmanagement tool.
Secondly, as our business becomes more automated, we need a whole range of skills to drive digitisation and remain a future fit organisation, and thirdly, you never know when a spot on the desk might open up, so having a strong talent pipeline is essential for succession planning.
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There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfoliomanager for Nuveen’s global fixed income team. “It We’ve also seen an increase in portfolio trading activity in the market.”
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