Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Equity Research vs. Fixed Income Research Common Myths What Do You Do as a Fixed Income Research Analyst or Associate? Each role has common analytical elements, but the specifics and deliverables differ (e.g.,

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

S&P 52

S&P Equities Valuation Investment 52

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). There are very few real “requirements” besides the single PM / single P&L one above and the standard Limited Partner / General Partner structure that all hedge funds use.

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads.

Funds 104

Funds Management Recruitment Portfolio 104

FineMark

JULY 13, 2023

Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. Walking a Narrow Path Toward Victory This quarter, equity markets continued their positive ascent, maintaining the trend established during the first quarter.

S&P 52

S&P Bank Banking Investment 52

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. With a current net worth of $115.7

S&P 52

S&P Investment Portfolio Corporation 52