Life on the Buy Side

APRIL 15, 2019

As the greatest investor of all time, you would be wise to pay attention when he has something to say. That said, though, what if I told you Buffett’s Berkshire Hathaway letters are not the best investor letters out there? That changed when some of his relatives asked for his advice on what stocks they should own.

Investment 130

Investment Investors Portfolio Management Stock 130

Global Banking & Finance

JULY 15, 2024

By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.

Portfolio 40

Portfolio Portfolio Management Investors Shares 40

The TRADE

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument.

Asset Management 59

Asset Management Portfolio Management Portfolio Investors 59

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

The TRADE

JULY 6, 2023

According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. Last week, JP Morgan cited the biggest retail flows on record, with non-professional investors buying $1.5

Retail 64

Retail Portfolio Management Equities Broker 64

Mergers and Inquisitions

MAY 24, 2023

But even if the specific catalysts never materialize, the stock price might still increase by 20% or 30%. Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The TRADE

MAY 28, 2024

The levels of trading volumes in European equities are influenced by a complex interplay of various factors like market fragmentation, economic conditions, monetary policy, investor behaviour and market volatility among other things. Are central limit order books still fit for purpose?

Equities 59

Equities Trading Portfolio Management Investors 59

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. For this reason, the system is favoured by institutional investors as opposed to individual ones.

Trading 120

Trading Investors IT S&P 120

Transactional Delights

DECEMBER 6, 2020

And if both of those things happen repeatedly, respectively, then you’ll probably find yourself some investors. minority positions) [3] ; activists could create their own acquisition vehicles [4] ; or an activist investor could team up with a firm to support a bid. The Investor Agreement is a pretty basic legal document.

Investors 40

Investors Shares Stock IT 40

Mergers and Inquisitions

DECEMBER 6, 2023

Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. At a multi-manager, however, you’ll spend more time analyzing the catalysts , evaluating investor sentiment , and poring through data and analytics.

Funds 104

Funds Management Recruitment Portfolio 104

Peak Frameworks

MAY 17, 2023

Combinations in Finance: More than Just Math The concept of combinations finds significant applications across various areas of finance, underpinning many strategies used in portfolio management, options trading, and scenario analysis. Consider an investor with a portfolio of 15 stocks.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Peak Frameworks

MAY 24, 2023

Derivatives are financial instruments that derive their value from underlying assets (such as stocks, bonds, commodities, currencies, interest rates, and market indexes). For example, an option is a derivative that derives its value from a stock. The value of these contracts depends on the price of the underlying asset.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

The TRADE

OCTOBER 2, 2023

Speaking to The TRADE, Julian Butterworth , h ead of s ales, European e quities and derivatives for Nasdaq European Markets, said: Investors are showing an increasing appetite for customised equity exposures that mirrors their stock portfolios; however stringent regulation along with operational complexity of OTC products limit their feasibility.

Equities 59

Equities Trading Portfolio Management Portfolio 59

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. Also, most of its outperformance came from strong results in 2004 – 2010, which is why it struggled and lost AUM and investor support in the 2011 – 2019 period.

Funds 59

Funds Management S&P Recruitment 59

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. Since last year EM fixed income was expected to do well however, currently market changes are yet to pass.

Trading 59

Trading Investors Portfolio Investment 59

Wall Street Mojo

JANUARY 17, 2024

Benefits Risks What Is In It For An Investor In The Swap? Usually, financial institutions with very high credit worthiness are the ones that offer the swap market to clients who may be investors or other financial institutions. A huge tool for fixed-income investors. Interest Rate Swap Explained Types How To Calculate?

Financial Institution 91

Financial Institution Banking Bank Financial Models 91

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading 59

Trading Equities Asset Management Portfolio Management 59

Razorpay

DECEMBER 15, 2024

After an initial consultation, the private banker assesses John’s financial situation and develops a customized wealth management plan. The plan includes a diversified investment strategy, incorporating stocks, bonds, and alternative investments, tailored to John’s risk tolerance and long-term goals.

Banking 52

Banking Bank IT Management 52

The TRADE

MAY 23, 2024

In the next year, Europe is set to play host to a plethora of new crossing platforms, aimed at equipping institutional investors with another tool to achieve their outcomes. Investors should not have to choose between liquidity and performance,” Roman Ginis, founder and chief executive of Imperative Execution, tells The TRADE. “We

Trading 52

Trading Investors Broker IT 52

The TRADE

AUGUST 25, 2023

Its products now include data from  the Hong Kong Stock Exchange (HKEX),  Cboe Europe Indices,  and more recently this month, the Shenzhen Stock Exchange. Over recent months, historical Level 3 data provider BMLL has seen a surge in activity as it continues to expand its equities and ETF data coverage.

Business 52

Business Trading Electronics IT 52

Peak Frameworks

JULY 20, 2023

MPT is a theory of finance that attempts to maximize portfolio expected return for a given amount of portfolio risk , or equivalently minimize risk for a given level of expected return, by carefully choosing the proportions of various assets. Criticisms and Limitations of Modern Portfolio Theory MPT is not without its critics.

Portfolio 40

Portfolio Investors Finance Finance 40

The TRADE

JULY 17, 2023

Major equity markets including the New York Stock Exchange (NYSE), NASDAQ, the London Stock Exchange (LSE) and Tokyo Stock Exchange (TSE) all tend to have trading periods that range between 6-9 hours daily, with markets closed over the weekends and on major holidays. Already in EMEA, we have six valid trading days.

Equities 52

Equities Trading Asset Management Management 52