CNBC: Investing

JANUARY 22, 2024

The technology sector has boosted equities to new heights this year, but there could still be some winning tech stocks with room to rally.

S&P 107

S&P Stock Equities 107

CNBC: Investing

OCTOBER 17, 2023

The JPMorgan Equity Premium Income ETF (JEPI) has held up better than the S&P 500 over the past three months.

S&P 116

S&P Equities Stock 116

Deal Lawyers

OCTOBER 30, 2023

According to this S&P Global report, despite the increasing challenges buyers face in obtaining financing and the other macro headwinds facing dealmakers, Q3 deal terminations reached their lowest level since 2020. That’s down from 14 […]

S&P 124

S&P Private Equity Finance Finance 124

CNBC: Investing

AUGUST 14, 2024

Savita Subramanian, the firm's head of U.S. equity and quantitative strategy, says valuations for the S&P 500 Equal Weight Index are compelling.

S&P 89

S&P Valuation Equities Bank 89

CNBC: Investing

MARCH 12, 2025

Select Quality Equity Fund from GQG has exited Apple, cut its position in Nvidia and beefed up its stake in defensive stocks like Philip Morris.

S&P 62

S&P Funds IT Equities 62

CNBC: Investing

JUNE 18, 2023

The Parnassus Non-Core Equity Fund is benchmarked against the S&P 500 but is known for its downside support.

S&P 98

S&P Funds Equities IT 98

The TRADE

JULY 17, 2024

Kepler Cheuvreux has entered a strategic partnership with independent research provider Argus Research to distribute US equity research across continental Europe from 1 August. The partnership will enable Kepler Cheuvreux to offer broader coverage of the S&P 500, which aims to meet increasing client demand.

Equities 64

Equities S&P Stock Investors 64

CNBC: Investing

SEPTEMBER 9, 2024

Savita Subramanian, the firm's head of equity and quantitative strategy, expects "quality and income are the new growth and P/E expansion."

S&P 85

S&P Utilities Trading Equities 85

OfficeHours

AUGUST 23, 2023

Growth Equity (ex-TCV Investor) Webinar TOMORROW at 12PM ET! Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! Join us as Alice Shang shares her insights and journey TOMORROW 8/24 AT 12PM ET regarding her journey from Investment Banking to Growth Equity to Entrepreneurship.

Equities 130

Equities Recruitment Investment Banking S&P 130

The TRADE

FEBRUARY 12, 2025

Read more: Edward Tilly joins Clear Street less than a year after resignation from Cboe Among the new appointments is Luke Holmes , former head of equity sales, US clients at Kepler Cheuvreux, who has joined the firm as m anaging d irector, s ales t rading. Clear Street has also named Matthew Cyzer head of markets execution.

Trading 59

Trading IT S&P M&A 59

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

OCTOBER 11, 2023

This will include futures and options markets in the US and Europe, alongside globally traded proprietary products including S&P 500 Index option and VIX franchises. Adam Inzirillo, who previously served as head of North American equities, will now operate as global head of data and access solutions.

S&P 119

S&P Equities Trading Business 119

Focus Investment Banking

SEPTEMBER 4, 2024

My biggest takeaway from this year’s MTD 100 is the growing number of large tire dealerships that are either owned or backed by private equity groups. based private equity firm Leonard Green & Partners remains a majority investor in Sun Auto Tire & Service Inc. He has worked with many private equity firms.

Private Equity 52

Private Equity Equities S&P Mergers and Acquisitions 52

Mergers and Inquisitions

JULY 31, 2024

If you ever tire of the hype around tech, industrials private equity might be an ideal hiding spot. Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. Table Of Contents Industrials Private Equity Defined What Has Drawn Private Equity Firms to Industrials Companies?

Private Equity 66

Private Equity Equities Middle Market Debt 66

The TRADE

MAY 16, 2024

There’s still this mistrust of TCA [among traders] because who’s to say whether I’ve done a good job or not? There are so many different components that answer that question and you can’t capture it all in data,” argues Paul Squires, head of trading, EMEA and APAC equities at Invesco.

Trading 119

Trading S&P Collaboration M&A 119

Wizenius

APRIL 1, 2023

When companies need to raise capital, they have two primary options: Debt involves borrowing money, while equity involves issuing shares of ownership in the company. Apple had a strong credit rating and could borrow at a lower interest rate than the expected return on equity. The 10-year US Treasury yield in April 2013 was around 1.7%.

Debt 52

Debt Equities S&P Shares 52

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity. And they can't touch these deals. They're entirely too small.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 130

Investors Private Equity Equities Investment 130

Global Banking & Finance

FEBRUARY 29, 2024

Equities gain on in-line US inflation, Treasury yields dip By Sinéad Carew and Marc Jones NEW YORK/LONDON (Reuters) -The S&P 500 and Nasdaq closed at record highs and the global equity index advanced on Thursday after a much anticipated U.S. Treasury yields lower. […]

Equities 40

Equities S&P Investors 40

Sica Fletcher

APRIL 18, 2024

Price, however, is not the only consideration - contemporary deals also include additional considerations, like equity and overall deal structure, to determine what a business owner will actually get from a completed M&A transaction. It’s common to see deals completed in which earnouts make up the lion's share of payments to sellers.

Insurance 52

Insurance Equities M&A Finance 52

Global Banking & Finance

JANUARY 1, 2025

Treasury yields again contributed to a lackluster close in an otherwise strong year for equities. Some of the year’s top S&P 500 performers, including Palantir Technologies , Vistra […] By Chuck Mikolajczak NEW YORK (Reuters) -Global stocks declined on Tuesday as elevated U.S.

S&P 52

S&P Stock Equities Investment 52

The TRADE

AUGUST 14, 2023

European agency broker and equities research specialist Redburn and US equity brokerage Atlantic Equities have completed the merger of their operations under Redburn’s parent company Rothschild & Co, initially announced on 26 April.

Broker 52

Broker Equities Mergers IPO 52

Francine Way

JUNE 22, 2020

Specifically, they should be interested in what each party brings to the transaction, each party’s equity share in NewCo, and the issues / risks associated with the transaction. A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

The TRADE

OCTOBER 10, 2024

Catherine Clay, global head of derivatives at Cboe The new options on VIX futures will offer investors an additional tool to help manage US equity market volatility. They complement Cboe’s existing securities-based VIX index options, which are designed to provide similar risk management and yield enhancement capabilities.

S&P 69

S&P Trading Risk Management Investors 69

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

Global Banking & Finance

AUGUST 26, 2024

By Chibuike Oguh and Dhara Ranasinghe NEW YORK/LONDON (Reuters) -World equity markets edged lower on Monday as markets digested the likelihood of U.S. The benchmark S&P 500 index and the Nasdaq gave up early gains and traded lower, […]

S&P 52

S&P Stock Equities Trading 52

OfficeHours

OCTOBER 16, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 100

Investors Private Equity Equities Debt 100

Lake Country Advisors

AUGUST 8, 2024

It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

The Deal

JUNE 22, 2023

Reed and Michael P. Chief legal officer Joshua S. Geller is on the deal at Adenza, while managing partner Holden Spaht and partner Brian Jaffee lead the investment at Thoma Bravo, a private equity sponsor. Keeley of longtime counsel Kirkland & Ellis LLP for counsel on the deal. Evercore Inc., HSBC Securities (USA) Inc.,

Private Equity 98

Private Equity S&P Equities Finance 98

Francine Way

JULY 11, 2017

Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online. Inexpensive Excel-plugin simulator such as @RISK are available for download online.

Valuation 130

Valuation M&A DCF Financial Statement 130

Francine Way

JULY 12, 2017

Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). Determine the year-by-year future non-equity claims from the latest 10-K, especially those that will occur during the forecast horizon, and their combined present value. Derive Free Cash Flow to Firm (FCFF).

Discounted Cash Flow 130

Discounted Cash Flow Valuation M&A DCF 130

The Harvard Law School Forum

APRIL 25, 2023

and Paul S. Scrivano, Davis Polk & Wardell LLP, on Tuesday, April 25, 2023 Editor's Note: George Bason is partner and Chair of the Mergers and Acquisitions practice, and Andrew Ditchfield and Paul S. Posted by Andrew Ditchfield, George R. Scrivano are partners at Davis Polk & Wardwell LLP. Dougherty , Louis L.

Sale 96

Sale Mergers and Acquisitions S&P Private Equity 96

Global Banking & Finance

NOVEMBER 25, 2024

By Sinéad Carew and Nell Mackenzie NEW YORK/LONDON (Reuters) -MSCI’s global equities gauge rose and the dollar fell with U.S. President’s selection of fund manager Scott Bessent as the next U.S. Wall Street indexes gained ground, with the S&P 500 and the […] Treasury Secretary.

S&P 40

S&P Stock Government Funds 40

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers. and far too little in equities. I sold most of my U.S.

Investment 59

Investment S&P Equities Portfolio 59

The TRADE

FEBRUARY 2, 2024

This latest inclusion in the FIX Trading Community follows recent additions over the last few months including China Post Global, which provides investment solutions across various asset classes, as well as OSTTRA, the joint venture between S&P Global and CME Group.

Trading 64

Trading IT S&P Equities 64

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? What is Sports Investment Banking? Can teams carry debt?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Global Banking & Finance

FEBRUARY 7, 2024

Global stocks hit two-year highs, as dollar eases By Chris Prentice and Amanda Cooper NEW YORK/LONDON (Reuters) -Global equities rose to a more than two-year high and the S&P 500 touched a record peak on Wednesday, as strong earnings offset jitters related to U.S. regional banks and China markets.

S&P 40

S&P Stock Equities Bank 40