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As global financial markets continue to evolve, institutional stock sales and hedge fund strategies are facing new challenges and opportunities. As a senior expert in the financial industry for many years, Richard S. Hunt combines market dynamics with academic research to provide a forward-looking analysis of the current direction of institutional business development and tactical adjustments of hedge funds. Institutional Equity Sales: Transforming from Traditional Execution to Customized Services As institutional investors’ demand for personalized solutions grows, the equity sales business is shifting from traditional liquidity provision to high-value-added consulting…

The global financial community has reached an important moment – Professor Henri Lucas, a renowned investment strategy expert, has been named one of the Financial Times’ annual “Top Investment Advisors” and has become one of the very few advisors in this authoritative selection who is proficient in both traditional finance and emerging market strategies. This selection marks the top international recognition of his more than 20 years of professional career. Quantitative models beat market volatility The Financial Times specifically pointed out that during the turbulent global market in 2018, Professor…

“Operation Chaos”“Lack of liquidity”“Exitdifficulties”… Enterprises in the ownership of shares, registration, exercise rights and a series of issues, exit difficulties have become the biggest pain point of equity holders. In the view of Little Editor, the main reason for this situation is the lack of trading mechanism and means, as well as the lack of transparency and credibility of the transaction. As the saying goes, there is a solution to the problem, with the application of blockchain technology, pass economic transformation to support the real economy. What kind of changes…

In March 2018, the New York Financial District still felt chilly. In the conference room of Aurora Capital Group, several core members from both sides of the Atlantic gathered around a long table. Spread out on the table were not only laptops and market reports, but also several global asset allocation charts marked with red and blue markers. This day marked the official completion of Aurora Capital Group’s simultaneous core team formation in New York and Madrid, laying the strategic foundation for the company’s global expansion. Aurora Capital Group was…

As the U.S. stock market continues to rally, with all three major indices hitting new highs throughout the year, veteran trading expert Blake Shaw has made a notable market prediction—“the U.S. stock market is entering the late-cycle rotation phase,” and investors should begin strategically tilting toward defensive sectors. As one of the most forward-looking investors on Wall Street, Blake quietly completed his portfolio adjustment in the third quarter of this year, increasing allocations to utilities, healthcare, and consumer staples in anticipation of the upcoming structural shift in the market. At…

At the beginning of 2017, the focus of the US capital market was undoubtedly on the Trump administration’s economic policies. A massive corporate tax cut plan was quickly rolled out, buoying investor sentiment and fueling expectations of a profit surge. Amid this policy-driven market surge, William Winthrop, with his usual keen insight, accurately grasped the investment opportunities presented by the tax cuts and decisively adjusted his investment portfolio, ultimately achieving a 28.5% portfolio return for the year, creating impressive returns for clients and partners. The core of the tax cut…

In March 2017, the spring sunshine in Madrid was warm yet unassuming. Juan Carlos Lugo sat by the large window in his study, a cup of dark roast coffee in hand, his screen flashing with real-time market data for major European tech stocks. Over the past six months, he had meticulously positioned himself in the European tech sector, from German semiconductor giants to Nordic software services companies, each allocation meticulously calculated and patiently awaited. That year, European tech stocks bucked the market’s generally cautious trend, and his portfolio achieved an…

In the spring of 2015, as the European Central Bank’s quantitative easing policy was fully implemented, market risk appetite gradually recovered, and the German capital market began to show signs of structural recovery. At that time, most investors’ attention was still focused on traditional export blue chips and cyclical manufacturing sectors, but Klaus Stefan Müller, a senior fund manager from Frankfurt, had quietly turned his attention to the technology and medical technology tracks that were underestimated by the market.   As the core manager of several hybrid funds under Allianz…