Evangelos Sigalas, CFA

📊 UK Fund Flows Commentary: May 2024 Insights Our latest report highlights key trends in UK-domiciled funds: Net outflows resumed in May, led by equity and allocation strategies 📈 Passive strategies saw inflows, while active funds experienced redemptions 🌱 Sustainably-labeled funds suffered less outflows than their mainstream counterparts 🌐 Global Large-Cap Equity strategies attracted investor interest Notable developments: 🥇 BlackRock leads in YTD inflows 🚀 Strong debut for JPM Global Focus UK fund Access the full report here: http://spr.ly/6043gUHfh #UKFundFlows #InvestmentTrends #MarketAnalysis

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Tune in as we deep dive into firm liquidity FX price and volume action during key economic events at Millisecond level with Expert views on Non Farm payrolls with Macro Hive!

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What has been your take on the migration to T+1 settlement in North America? What are your day two plans? We'd love to discuss this with you, so please reach out to us at The ValueExchange, or comment below

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the Financial Markets Standards Board (FMSB) has published a paper on #prehedging, and it highlights how tricky a problem this is for #FX and financial markets in general. It's clear we need more guidance, but what form should it take?

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📰 BlueBox Asset Management's lead Global Technology Portfolio Manager William de Gale, FCA, CFA mentioned in an article published by MONIIFY's Paromita Dey earlier this month which discusses two key #semiconductor stocks to look at, and it is not NVIDIA! 🤖 https://lnkd.in/eB_zx9KZ So what are these companies that William is so keen on? 1. ASML - the company that makes the machines that create chips 2. Taiwan Semiconductor - the ones using these machines to manufacture high-end chips for the likes of $NVDA etc. Both are typical enabler companies, crucial for the entire semiconductor ecosystem. And the good thing is, both trade at a significant discount💲to Nvidia when compared on a P/E ratio basis. We also agree with the spot on statement by Neuberger Berman's Y T Boon in the article saying that Asia’s “Golden Triangle” is the backbone of the semiconductor industry. Taiwan handles chip and server production, Japan supplies critical semiconductor equipment, and South Korea leads in high-bandwidth memory. Although we would suggest looking at Lam Research, the biggest supplied of machines to the memory market, instead of some of the South Koran names to get exposure. --- *** No Investment advice. Do your own research. Investing can lead to substantial losses *** --- #investing #article #news #semiconductor #enablers #bbgt #bbam

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My colleague, Ian Mawdsley, Chief Product Officer of Broadridge Trading and Connectivity Solutions, spoke at tradetech and highlighted challenges the capital markets firm face when considering buy VS build approach. It is time to move from the 'buy OR build' cycle that the market has been in for the last 30 years into the ‘buy AND build’ cycle. Read the latest article by Ian: http://spklr.io/6046otF6 #TradeTech #CapitalMarkets

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ETF investing continues to grow providing important insights into sentiment and fund flow. Join us for our semi annual summary of the trends we are seeing with some great insights from Connor Stack, CFA and Nikolay Rashkov, CFA.

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The investment in Wealth Management, digitisation in client services & recurring revenue assets is paying dividends. Nomura's Wealth Management division recorded its best quarterly performance in nine years, with pretax income surging 84% YoY to 42.3 billion yen. The division's success was attributed to record-high recurring revenue assets and recurring revenue, driven by a segment-based approach to client services. https://lnkd.in/gqXVFGb4

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In case you missed our recent webinar showcasing the ICE Custom Index Tool - you can now watch the recording on demand: https://lnkd.in/eP_mGy2A #indices #customization #fixedincome #equities #multiasset

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I’m happy to share that Quant Insight has partnered with Macrobond! You can now directly access some of our insights on Macrobond ONE. Below are a few interesting notes from Huw Roberts and Amit Khanna on how MACRO FACTORS have been the main drivers of SPX since Q3 https://lnkd.in/e3ABDhmP Qi models help translate macroeconomic data into actionable insights. In an environment where market volatility is increasingly the norm, closely monitoring these warning signals will be crucial for successful market navigation in Q4.

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Providers are stepping up with various outsourced trading offerings, but the bar for success remains high. What do firms need to know to choose the right partner? #Trading #TradingDesk #OutsourcedTrading #Buyside #Equities #FixedIncome

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Observations from the UK Bond Markets Have you ever wondered why the returns in the UK government bond market vary from one bond to another? In this article, we use our GILT Cloud application to help us understand these variations. We'll delve into how factors like coupon rates and maturity dates influence the returns in this market: https://lnkd.in/e4JyHJeC

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SPX, QQQ are back at new all-time highs. Yet, Equal-weighted S&P, Russell 2k, Value Line, DJIA are still lagging well off all-time highs, while some noticeable Negative momentum divergence has developed on weekly charts in recent weeks. When should the broad-based rally appear and what's the catalyst? i'll discuss this market and answer questions, as March-June thus far has proven to be quite different from last October into March. For those curious or new to Technicals and would like to incorporate TA into your day -to-day process and view daily Videos on the market, visit https://lnkd.in/eCrsVbUu. My work along with that of the infamous Tom Lee, and our Digital strategy and Policy teams work, all is here for your review- Hope your unofficial start to Summer is off to a great start! https://lnkd.in/eCrsVbUu

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Proud to announce that Marex Prime Services is sponsoring the AIMA Next Generation Manager Forum 2024 this week in London. I'm honored to be giving the opening address, before Lawrence Obertelli unveils the high-level findings of the 2024 Emerging Manager Survey. This forum is a crucial event for emerging managers, investors and industry leaders to discuss the future of alternative investments and hedge funds. If you're attending, don't miss the chance to connect with our team. AIMA - The Alternative Investment Management Association #AIMAForum #MarexPrimeServices #HedgeFunds #AlternativeInvestments #EmergingManagers #Investors #FinancialInnovation #IndustryInsights

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Surveyed UK respondents for a recent Global Custodian report were more likely than their European counterparts to cite greater ability to scale and greater efficiency as important factors in their outsourcing decision-making. Explore more outsourcing preferences on our blog: https://ow.ly/9Soq30sElS4

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