Dan Niles bought more Nvidia during the sell-off, says it can double from here as AI builds out
CNBC: Investing
AUGUST 2, 2024
Nvidia shares can double from these levels, according to portfolio manager Dan Niles.
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ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
The TRADE
JUNE 27, 2023
Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. We are excited to work with ICE to expand this functionality within the ETF creation and redemption process.”
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Hedge fund investor Dan Niles unveils his top picks for 2024, including Amazon and Meta
CNBC: Investing
JANUARY 2, 2024
The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.
Analysis-Nvidia investor dilemma: how much is too much in a stock portfolio?
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.
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M&A Blog #20 – valuation (Dividend Discount Model - DDM)
Francine Way
JULY 18, 2017
For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. We should have 1 Projected Share Price and 1 PV (Projected Share Price) at this point.
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GAM shares turnaround plan to return to profitability
The TRADE
OCTOBER 19, 2023
The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.
Wavelabs to offer modular version of eLiSA EMS AI-based analytics tools to traders
The TRADE
JUNE 28, 2023
Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. Groupama asset management has also been working with Wavelabs on its European fair value initiative. “It
Jyske Bank acquires PFA Bank
Global Newswire by Notified: M&A
JUNE 13, 2023
Jyske Bank A/S has entered into a binding agreement with PFA Holding A/S on the acquisition of 100% of the shares of PFA Bank A/S. As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets.
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Fireside Friday with… Comgest’s Joe Collery
The TRADE
AUGUST 30, 2024
How do the traders and portfolio managers interact at Comgest? Every time we execute it’s stored in a database where the portfolio managers (PM) have access as well so they can see themselves how trades have gone. There is a certain overlap where traditionally traders and PMs have been quite segregated.
How to Land a Private Equity Internship: Tips and Strategies
OfficeHours
JUNE 12, 2023
Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.
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Vanguard’s Robert Miller departs for Kepler Cheuvreux
The TRADE
AUGUST 5, 2024
KCx has continually shared that its current strategy is to expand its execution footprint and expertise on a global scale. He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management.
RBC names former NatWest Markets alumnus as managing director of UK flow rates sales
The TRADE
SEPTEMBER 6, 2023
RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.
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How Merchant Banks Help Businesses Grow and Succeed
Razorpay
AUGUST 9, 2023
Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.
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Around two-thirds of buy-siders believe outsourced desks could enhance trade performance in cross-border trading
The TRADE
NOVEMBER 3, 2023
Read more – The Outsourced Trading Handbook 2023 Coalition Greenwich shared the response of one portfolio manager, which highlighted how outsourced providers “act as an extension to the trading desk and understand [our] trading goals,” while another commented on the importance of “added expertise that [we] do not have in-house.”
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Mizuho EMEA joins Neptune network as axe dealer for bonds
The TRADE
JUNE 29, 2023
Guy Cornelius, head of institutional sales at Mizuho EMEA highlighted that the move will work to make the market more efficient for all participants “by sharing data and enhancing liquidity in global markets.” Following its addition, the bank will distribute axes for investment grade and high yield corporate credit.
What is the BCG Matrix? Explaining its Components and Quadrants
Peak Frameworks
JUNE 29, 2023
Developed by the Boston Consulting Group , this matrix offers a systematic approach to analyzing a company's portfolio of products or business units. The BCG Matrix, also known as the Growth-Share Matrix, is a visual representation of a company's portfolio of products or business units. What is the BCG Matrix?
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Neptune adds Lloyds Bank Corporate & Institutional Banking to growing bond dealer community
The TRADE
JULY 19, 2023
This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from specialist liquidity providers such as Lloyds Bank.” The post Neptune adds Lloyds Bank Corporate & Institutional Banking to growing bond dealer community appeared first on The TRADE.
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Elliott Gains FERC OK for NRG Stake Hike
The Deal
JANUARY 17, 2024
8, approved Elliott Management Corp.’s s application to increase its common share stake in NRG Energy Inc. Elliott had filed a FERC application in July seeking to gain authorization to increase its common share stake in NRG up to 20% from 2.36% it reported owning in July. cap on common shares.
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Multi-asset trading: Reduced errors and enhanced high touch execution
The TRADE
OCTOBER 23, 2023
The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams.
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When it comes to desk set-ups, buy-siders are readjusting how derivatives fit in
The TRADE
APRIL 25, 2024
Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there.
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Chasing innovation on Robeco’s global equity trading desk: ‘In order to stay good, we need to become better’
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
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Half of asset managers are focused on speed over volume in their quest to fully capitalise on data, finds report
The TRADE
NOVEMBER 14, 2023
Looking at the specifics of where data is set to facilitate development, 48% of executives confirmed that they expect emerging data analytics to be of most benefit in ‘trading, investment analysis and portfolio management’ within their businesses over the next five years.
Outsourced trading: Easy to do, difficult to get right
The TRADE
AUGUST 7, 2024
The reality is many are not prepared to make the significant investments required to maintain or grow their share of the market.” The important impact of changing market sentiment Demonstrably, things are ramping up and outsourced trading providers are highly cognisant of the importance of keeping up with the pack in this high-stakes game. “If
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What Asset Managers need to get right with generative AI
Accenture Capital Markets
JUNE 18, 2024
However, such a transition will only occur once asset managers become comfortable with the technology, see its potential, and stand up a responsible AI governance framework.
A new chapter for RBC BlueBay Asset Management’s London-based fixed income trading desk
The TRADE
OCTOBER 26, 2023
While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.
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FCA guidance on post-Brexit trading venue definition comes into force today
The TRADE
OCTOBER 9, 2023
According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.
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Buy-side trading head recommends cautious approach to emerging markets despite strong investor interest
The TRADE
APRIL 25, 2024
Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. There is a financial sector development programme within the country which involves all of the financial players,” he said.
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DWS Group’s Werner Eppacher: ‘Liquidity is like a shy deer’
The TRADE
JULY 24, 2023
He joined DWS Group a year later as a portfolio manager and worked his way up through the ranks, going on to lead teams of PMs focused on a range of instruments that stretched across asset classes. We share the burden of finding budgets and funding things going forward.”
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SSGA’s Sharon Ruffles on fixed income trading: It’s a different job every day
The TRADE
OCTOBER 9, 2023
Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.
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Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors?
Mergers and Inquisitions
MAY 24, 2023
Instead, the fund would look for a company that has announced plans for a specific action , such as a spin-off of one division, and use this logic to invest: “If this spin-off happens and we’re right about the new company’s value, we could potentially earn 50% by buying the parent company’s shares.” “But EBITDA multiple , matching its own.
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A closer look at restricted currency execution and custody
The TRADE
MARCH 26, 2024
One excellent example of collaboration that I am happy to share is at T. This has been extremely beneficial, as our portfolio managers have appreciated this proactive approach to monitoring these local markets for our restricted currency exposures, and it keeps our team up to date on important market information.
Divestitures & Carve-Outs: Top 4 Real-World Truths
M&A Leadership Council
MARCH 1, 2024
Divestitures certainly share multiple attributes with acquisitions: like a conventional M&A deal, a divestiture has a specific lifecycle. And as more companies embrace the “portfolio-managed enterprise” model, divestitures will play a more central role in these value-driven organizations, much as they do in today’s private equity firms.
Venture capital jobs – what to expect working for a VC
Growth Business
SEPTEMBER 21, 2023
You’ll have portfolio managers or associates dealing only with companies who have already received investment, and finally supportive roles in marketing, administration, and assistants which can be an entry point for people starting a VC career.” They carry out due diligence on start-ups.
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Carving Out a Business from an IT Perspective
M&A Leadership Council
FEBRUARY 21, 2024
A Well Written TSA Eases IT Transitions By William Blandford, Managing Director at Blandford Associates While many people have participated in the acquisition of a business, fewer have participated in a carve-out, a type of divestiture where a part of a business is sold.
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Examining the Convergence of PE and Shareholder Activism Through the Investor Agreement Between Senator and Cannae (Foley) at CLGX
Transactional Delights
DECEMBER 6, 2020
Here are the most important legal terms and concepts based on how the CLGX matter played out: Share Lockup : Neither Senator nor Cannae can sell any of its shares, swaps, or derivatives unless one of two events occurs, a Termination Event or an Offer Abandonment. share (or greater). Senator had 5% ownership in economic exposure.
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The prime brokerage pie is growing, which means bigger slices for everyone
The TRADE
OCTOBER 18, 2024
Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. in April 2023, to 92% in 2024. We’ll probably continue to see that trend.”
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The evolution of the buy- and sell-side relationship
The TRADE
OCTOBER 2, 2024
Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. With electronic trading comes the added benefit of requiring less time to be spent on small trades.
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Early bird catches the worm: A look at the race for first mover advantage in Europe’s emerging crossing network landscape
The TRADE
MAY 23, 2024
It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%
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Are we on our way to 24/7 trading in equities?
The TRADE
JULY 17, 2023
With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Already in EMEA, we have six valid trading days.
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An evolving service provider landscape
The TRADE
JANUARY 3, 2024
The banking giant hired Ian Power from Newton Investment Management a year ago, alongside Paul Christophorou, who previously spent 19 years as a senior global trader for Odey Asset Management and Gozde Yildiz, a multi-asset trader focusing on fixed income, equities and derivatives trading. The list goes on.
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The 20 greatest trading innovations
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. Portfolio trading Next up is portfolio trading. Portfolio trades have historically helped many institutions to move big blocks of risk.
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TradeTech FX US: Upcoming review of the global FX code set to focus on settlement risk, transparency, and data quality
The TRADE
FEBRUARY 15, 2024
Anna Nordstrom, head of the domestic and international markets functions in the markets group at Deferral Reserve Bank of New York, shared that the current reach of the FX global code extended to 1300 entities – including the top 15 asset managers globally.
Data arms race heats up as venues and vendors eye buy-side business through new initiatives
The TRADE
AUGUST 25, 2023
Byron Cooper-Fogarty, chief operating officer at Neptune, at the time highlighted that “this has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from liquidity providers such as Mizuho.”
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The Collision Vision: Supporting Employee Health with Richie Seaberry | Saftey First
Focus Investment Banking
NOVEMBER 11, 2024
Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. And so what we can track is when they come to us and then how they grow their employee benefits portfolio that they’re offering. And we’re double digit increase on all lines.
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