CNBC: Investing

AUGUST 5, 2025

With the S & P 500 at new highs, the VIX should be sub-15, but as mentioned above there are so many overhanging threats to the market investors are buying up the insurance policy keeping the VIX somewhat elevated. Plus you'll notice that I've outlined a divergence between late 2024 and now.

S&P

Global Newswire by Notified: M&A

AUGUST 5, 2025

The firm serves a diverse client base, including both individuals and families as well as institutional clients, and offers a range of advisory services including financial planning, portfolio management for individuals and small businesses and pension consulting.

Investment

CNBC: Investing

JUNE 6, 2025

While investors fled the funds, along with many others, in April, the ETFs have bounced back. So this has been a really good diversifier for investors," she said. securitized products and a portfolio manager at Janus. "There's more trading and that's what you want as an end investor."

Portfolio

CNBC: Investing

AUGUST 2, 2025

per share) Stock Chart Icon Stock chart icon Equinix shares in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Stock Market Value : $75.53B ($771.75 Previously, it was a range of 7% to 10%.

IT

CNBC: Investing

JULY 24, 2025

For obvious reasons, this makes for an attractive risk-reward and many portfolio managers love building allocations with stocks like these. Data via Quartr) Risk Management: Josh: If this were heaven, and not earth, this is what every stock chart would look like and we would just buy them all.

Stock

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions

CNBC: Investing

JULY 22, 2025

One investor's bull market is another investor's bear market. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. It depends on your perspectives and objectives.

Investment

CNBC: Investing

JULY 1, 2025

Municipal bonds are beloved by high income investors as they spin off interest income that's free of federal taxes. Retail investors have also been jumping into the space as of late, with Vanguard's Tax-Exempt Bond ETF (VTEB) scooping up $1.9 and 13.3%, respectively. and 13.3%, respectively. billion in flows.

Portfolio Management

CNBC: Investing

JUNE 17, 2025

The former Neuberger Berman senior portfolio manager said it's extremely hard to predict how these high-stakes trade negotiations would unfold.

Portfolio Management

CNBC: Investing

JUNE 21, 2025

CNBC Pro asked five investors for their top five stock picks heading into the second half of 2025. The most popular stock among these professionals was Nvidia, with three investors highlighting the chipmaker. Two investors also singled out Amazon and Newmont as potential winners. natural gas.

Investors

Razorpay

JUNE 11, 2025

At a time when mutual fund investing felt complex, Scripbox brought clarity by curating a limited set of schemes tailored for first-time investors. And as Scripbox scaled from INR1,000 crore in assets under management (AUM) to over INR18,500 crore today, the payments experience scaled right alongside it, with stability, nuance, and trust.

Management

CNBC: Investing

JUNE 13, 2025

The term isn't new, but analysts and investors are taking notice of the trend given U.S. Reitzes thinks investors are overlooking the value of Cisco's recent deals in the Middle East , as he said greater sovereign demand could lead the company to see a pickup in AI product orders and spur a breakout in shares.

Investment

CNBC: Investing

AUGUST 6, 2025

Tim Seymour acknowledges it's hard to navigate the different trade headlines hitting each day, but investors should realize most of these so-called deals are not "real" news and focus on the company fundamentals instead. Seymour discusses the next catalyst for Apple shares. The history of the Grateful Dead and Golden Gate Park.

Investment

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. With such strong fundamental, macro and technical backdrops, I think it's time to increase the position size for our investors. To start, let's outline three fundamental reasons why bitcoin is reapproaching all-time highs.

S&P

CNBC: Investing

JANUARY 12, 2024

More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.

Portfolio Management

CNBC: Investing

SEPTEMBER 23, 2024

Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.

Portfolio Management

CNBC: Investing

SEPTEMBER 4, 2023

Portfolio managers say it's hard to pinpoint who the clear challenger to Nvidia will be, but the chipmaker won't be the only dominant player in town forever.

Portfolio Management

CNBC: Investing

SEPTEMBER 27, 2023

We polled 300 CIO, equity strategists and portfolio managers about where they stood on the markets for the rest of 2023 and beyond.

Portfolio Management

CNBC: Investing

FEBRUARY 27, 2024

Nvidia is still under-owned by portfolio managers even after the chipmaker's jaw-dropping advance.

Portfolio Management

CNBC: Investing

MARCH 6, 2024

Now is the time to diversify your portfolio beyond flashy tech plays, according to Sarat Sethi, portfolio manager of Douglas C. Lane & Associates.

Portfolio Management

CNBC: Investing

APRIL 10, 2024

Investors should focus on quality companies with high pricing power and adjust their duration risk in bonds, according to strategists and portfolio managers.

Investors

CNBC: Investing

DECEMBER 23, 2023

These small cap stocks are set to gain ground on their large cap counterparts in 2024, Royce Investment Partners portfolio manager Miles Lewis says.

Portfolio Management

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.

Funds

The TRADE

JUNE 27, 2023

Our cloud-based offering provides our clients an alternative to the inefficient file-to-file and spreadsheet-based processes that portfolio managers have used in the past and gives them more capacity to handle increasing order volumes, which promotes growth.

Portfolio Management

CNBC: Investing

JULY 3, 2024

Julie Biel, chief market strategist at Kayne Anderson Rudnick, said small and mid caps are "part of a balanced diet" for investors.

Portfolio Management

CNBC: Investing

MARCH 5, 2024

Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.

Portfolio Management

Life on the Buy Side

APRIL 15, 2019

As the greatest investor of all time, you would be wise to pay attention when he has something to say. That said, though, what if I told you Buffett’s Berkshire Hathaway letters are not the best investor letters out there? At the age of 25, Buffett became the portfolio manager of his first fund. Mike has lost it!

Investment

The TRADE

AUGUST 29, 2023

Allianz Global Investors (AllianzGI) has appointed Kayvan Vahid as head of equity Europe core and value. Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Based in London, Vahid will report to Jörg De Vries-Hippen, head of investments equity Europe.

Asset Management

Beyond M&A

SEPTEMBER 19, 2023

For investors and CXOs, it’s important to be vigilant and watch potential sources of value destruction. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Private Equity

The TRADE

NOVEMBER 22, 2023

The solution was developed to meet increasing demand for accurate performance analytics and offers investors the ability to calculate performance attribution in real-time. SimCorp has introduced a new cloud-native performance attribution solution as part of the inaugural offering from its new Investment Analytics Platform.

Investment

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Copenhagen-based Absalon serves European institutional investors and Danish high net worth individuals. The deal is subject to closing conditions.

Asset Management

The TRADE

SEPTEMBER 24, 2024

Named SPDR SSGA MyIncome ETFs, the suite looks to offer investors the ability to build their own custom bond ladder portfolios to manage their respective cash flow, interest rate risk, and liquidity needs. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034.

Corporation

The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. The post Buy-side trading head recommends cautious approach to emerging markets despite strong investor interest appeared first on The TRADE.

Trading

The TRADE

MARCH 20, 2024

The three new MSCI index options – namely Cboe MSCI world index option (MXWLD), Cboe MSCI ACWI index options (MXACW) and Cboe MSCI USA index option (MXUSA) – are designed to provide investors with exposure to international, developed and emerging markets, and US equity market performance.

Portfolio

The TRADE

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management

The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

Portfolio Management

The TRADE

SEPTEMBER 4, 2023

Allianz Global Investors appointed Kayvan Vahid as head of equity Europe core and value. Vahid joined AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.

Investment