The TRADE

JULY 31, 2023

During his time with the asset manager, Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong. Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president.

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The TRADE

SEPTEMBER 25, 2024

Patience young grasshopper As the adoption of AI surges across capital markets, sentiment is on the up despite some trepidation, but what should be considered before everyone dives headfirst into integration? In depth – AI?

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The TRADE

NOVEMBER 2, 2023

I began my buy-side journey on the ETF capital markets team, a product and market infrastructure I had no experience of, which was incredibly exciting and daunting at the same time. Portfolio trading has been especially impactful for credit markets where liquidity can be challenging. My rational was twofold.

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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. Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1 were in $50-100 billion and another 2.5%

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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. We’ve also seen an increase in portfolio trading activity in the market.”

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The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

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The TRADE

JANUARY 3, 2024

Over the past 12 months, Tourmaline has also tapped rival BTIG and hired from Vantage Capital Markets and Liquidnet. Meanwhile in Frankfurt, Dirk Heim joined as head of EU execution from Quoniam Asset Management, managing the execution of global equity portfolio baskets alongside derivatives. The list goes on.

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Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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The TRADE

DECEMBER 21, 2023

The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If

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