Brad Hintz
Brad Hintz
asset banking businesses cycle exciting investment management north point retail tough trading
We are probably at the point where the trading cycle is slowing, at least in North America, and it's tough to say investment banking will get better. But the retail and asset management businesses look really good. That's what's exciting to investors.
banking best business disclosure gains handful merchant portfolio positions remained remains street wall
Merchant banking remains an exceptional business for the handful of Wall Street firms that have remained in it. Unfortunately, the disclosure of merchant banking portfolio positions is weak, and forecasting these gains is at best challenging.
statement trading
They're making a statement about where they think trading is going to go.