S&P Global Ratings’ Post

🌟 Sharing insights on wealth management portfolio creation in the capital markets: Diverse Asset Allocation: Equities, fixed income, alternatives, and cash for balanced risk and returns in the dynamic capital market. Strategic Construction: Tailored portfolios based on client goals and risk appetite, leveraging financial services expertise and analytical tools. Ongoing Monitoring: Regular reviews to align with goals and market changes, ensuring optimal performance in the fast-paced financial landscape. Rebalancing: Adjusting portfolio to maintain target allocation for risk control and performance amidst market fluctuations. #WealthManagement #PortfolioCreation #AssetAllocation #FinancialServices #CapitalMarkets #FinancialPlanning #RiskManagement #LinkedInFinance

Watch Sid Dash, our Chief Researcher, dive into the intricacies of our upcoming report, "Pricing and Valuation Solutions, 2024." This comprehensive study offers unparalleled insights into pricing and valuation techniques across various asset classes, including securitization, equity derivatives, foreign exchange, and more. Discover the tools and models that are shaping the future of financial analysis! Follow us on LinkedIn for updates on the report's release and gain exclusive access to our cutting-edge research. Learn more about our innovative work and other upcoming reports at www.chartis-research.com! #ChartisResearch #FinancialAnalysis #PricingAndValuation #MarketInsights #StayInformed #risk #risksolutions

COT data on the S &P data report from Friday last. More than twice as many short positions compared to long positions through the Market makers. We can see that the Market makers and Leveraged funds are short in contrast to institutional money having more longs than shorts. Gonna be interesting to see how this plays out .Link to COT data is in comment section. In the comment section I have also posted a screenshot of non commercial shorts and longs. Its the same story. #stockmarketinvesting #finance #shortselling

Join Lyle Margolis, Head of Private Credit, as he gives a quick update on trends in issuance, ratings, and defaults within the Middle Market/Private Credit space, based off observations from Fitch's recently published edition of the Middle Market Chart Book series for Q4, Fitch’s Leveraged Finance Outlook for 2024 including insights from Fitch’s 2024 outlook panel with key industry players, and our recent report on defaults in our privately rated middle market portfolio. Read more: https://ow.ly/GWUe50QI2H3 #MiddleMarket #PrivateCredit #Chartbook

The Capital Asset Pricing Model (CAPM) calculates the required rate of return on equity (Ke). It's computed as the sum of the risk-free rate (R_f) and the product of beta (β) and the market risk premium (R_m - R_f). For instance, if R_f is 3%, β is 1.2, and R_m is 8%, then Ke = 8.6%. CAPM helps estimate the cost of equity by considering risk factors, but it has limitations, and careful consideration of inputs is crucial for accuracy. For more follow us: Bericht Audit & Advisory +971501513242

Hyperion Fund Strategy 2 - Directional Spread Trading: Our forecasting process goes beyond the basics. By utilizing option spreads and analyzing risk/reward combinations, we strive to identify positions with the most favorable outcomes. Our trading decisions are shaped by a holistic approach, combining fundamental macro directional forecasts with technical analysis of current risk factors. This comprehensive strategy ensures that every trade is informed by a thorough understanding of market dynamics. #StrategicTrading #RiskReward #InformedInvesting

What are the Strengths, Weaknesses, Opportunities and Threats of BlackRock TCP Capital Corp. (TCPC)? SWOT Analysis Main parts of the financial model: * Dashboard, * Income Statement, * Cash Flow, * Balance Sheet, * WACC calculation, * DCF calculation, * Liquidity / Profitability / Cash Flow / Debt Ratios https://lnkd.in/dqpF9SqS

As credit risk transfer securitizations expand into new jurisdictions and underlying asset types, we highlight typical transaction features and key considerations in our rating analysis, including how synthetic transactions may differ from traditional cash securitizations. Read more: https://okt.to/746hEz

As credit risk transfer securitizations expand into new jurisdictions and underlying asset types, we highlight typical transaction features and key considerations in our rating analysis

Are you attending the Fund Finance Association Global Symposium next week? If so, highlighting a panel session on Monday with my colleague Ciccy Yang repping Derivative Path: "FX & Interest Rate Risk considerations for Fund Managers." See you there! #fundfinance #fx #interestrate #fundmanagers