A new era is coming for dividend stocks — and it's good news for income investors, says portfolio manager
CNBC: Investing
JANUARY 12, 2024
More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.
Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock
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.
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How investors can use these high-yielding assets to diversify their portfolios
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."
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Investors see 2023 gain as a bear market bounce and expect a recession next year, CNBC survey shows
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.
Nvidia isn't the only game in town. Investors advise against overlooking these other AI beneficiaries
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.
Gabelli Funds highlights the AI stocks to buy as craze continues
CNBC: Investing
JUNE 28, 2025
Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.
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FOMO? Data shows investors are still 'underweight' Nvidia even as they chase the stock ever higher
CNBC: Investing
FEBRUARY 27, 2024
Nvidia is still under-owned by portfolio managers even after the chipmaker's jaw-dropping advance.
Where investors might hide out if inflation continues to reaccelerate
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.
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5 cheap stocks to buy on any pullback, according to investor Sarat Sethi
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.
Small caps are poised to outperform in 2024. A value investor offers five stocks to buy
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.
Hedge fund investor Dan Niles unveils his top picks for 2024, including Amazon and Meta
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.
ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
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.
Small-cap stocks are lagging in 2024, but investors shouldn’t avoid them, says portfolio manager
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.
Yields on these income-producing assets can top 6%. Here are UBS' top picks in preferred securities
CNBC: Investing
JUNE 27, 2025
Here are UBS' top picks in preferred securities Published Fri, Jun 27 2025 10:34 AM EDT Updated 6 Hours Ago Michelle Fox @MFoxCNBC WATCH LIVE Long-term investors can find solid income in preferred securities, according to UBS. Investors looking for broad market exposure can invest in exchange-traded funds.
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Allianz Global Investors taps UBS Asset Management for new head of equity Europe core and value
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.
The Holy Grail of Investing Letters – Warren Buffett’s Partnership Letters
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!
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AI investor on why Nvidia's valuation isn't crazy and his top picks in the space
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.
When Tech Can Create Value Destruction
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.
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SimCorp launches real-time performance solution through new Investment Analytics Platform
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.
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Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group
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.
SSGA launches first actively managed corporate and municipal target maturity ETFs in the US
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.
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Buy-side trading heads unpack what it really means to do more with less
The TRADE
JULY 4, 2025
. “When it comes to that trying to do more with less, it’s not just the trading desk, it’s the whole firm,” asserted Mohammad Sohail, head of trading at Sarasin & Partners, highlighting that opportunities can be closer than one might think.
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Buy-side trading head recommends cautious approach to emerging markets despite strong investor interest
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.
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Cboe Global Markets expands derivatives remit with options on three new MSCI indices
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.
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Kepler’s Ellipsis AM set to acquire Rothschild AM convertible bond business
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.
Bloomberg expands Terminal to make alternative data accessible alongside traditional financial data
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.
Analysis-Nvidia investor dilemma: how much is too much in a stock portfolio?
Global Banking & Finance
JULY 15, 2024
By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.
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People Moves Monday: Union Investment, LCH Group, Instinet and more…
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.
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Nasdaq unveils new Swedish small cap index future offering
The TRADE
APRIL 10, 2024
According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument.
How to Land a Private Equity Internship: Tips and Strategies
OfficeHours
JUNE 12, 2023
Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. if it’s a publicly listed firm, take a look at their recent investor presentations and earnings calls).
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Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors?
Mergers and Inquisitions
MAY 24, 2023
Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x The post Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors? EBITDA multiple , matching its own.
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What is an Investment Portfolio?
Peak Frameworks
AUGUST 15, 2023
An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.
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People Moves Monday: State Street Global Advisors, RBC Capital Markets, Fidelity Investments and more…
The TRADE
AUGUST 5, 2024
Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income.
Vanguard’s Robert Miller departs for Kepler Cheuvreux
The TRADE
AUGUST 5, 2024
He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management. Before that also worked as an investment fund specialist at Aviva Investors and as a stockbroker at Redmayne Bentley.
Bloomberg expands portfolio of thematic indices with new MVP index and pricing power index
The TRADE
SEPTEMBER 15, 2023
“The Bloomberg MVP and pricing power indices serve as powerful tools to enable investors to capture the essence of exceptional companies and pursue alpha with strategic insight,” said Allison Stone, head of multi-asset index product at BISL.
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Fabien Oreve: Fixing Europe’s future markets
The TRADE
MAY 28, 2024
The levels of trading volumes in European equities are influenced by a complex interplay of various factors like market fragmentation, economic conditions, monetary policy, investor behaviour and market volatility among other things. Are central limit order books still fit for purpose?
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Impax AM completes acquisition of Absalon’s fixed income assets
The TRADE
JULY 15, 2024
Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Copenhagen-based Absalon was previously part of the Formuepleje Group and serves both European institutional investors and Danish high net worth individuals. The existing fixed income team is based in the US.
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Retail boost is driving volumes off-exchange, Liquidnet finds
The TRADE
JULY 6, 2023
Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Last week, JP Morgan cited the biggest retail flows on record, with non-professional investors buying $1.5
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TS Imagine expands APAC team with appointments from Enfusion
The TRADE
MAY 30, 2023
Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms. Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors. This specifically relates to: trading, portfolio management, and risk management.
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Examining the Convergence of PE and Shareholder Activism Through the Investor Agreement Between Senator and Cannae (Foley) at CLGX
Transactional Delights
DECEMBER 6, 2020
And if both of those things happen repeatedly, respectively, then you’ll probably find yourself some investors. minority positions) [3] ; activists could create their own acquisition vehicles [4] ; or an activist investor could team up with a firm to support a bid. The Investor Agreement is a pretty basic legal document.
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Bitcoin is primed for a surge to fresh all-time highs above $130,000, according to the charts
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.
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Cboe set to launch new Cboe S&P 500 Variance Futures
The TRADE
SEPTEMBER 12, 2024
“Having traded variance since 2002, being able to trade a simple cleared variance product will be a very welcome addition to our portfolio,” said Keith DeCarlucci, chief investment officer at Melqart Asset Management.
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How Scripbox is Reimagining Wealth Creation in India with Razorpay
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.
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How Merchant Banks Help Businesses Grow and Succeed
Razorpay
AUGUST 9, 2023
Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.
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