How 'quiet luxury' is subtly taking over investor portfolios
CNBC: Investing
JANUARY 29, 2024
Quiet luxury was one of last year's biggest viral fashion trends, but unlike other short-lived fads, this one has made its way into investor portfolios.
Blackrock says bitcoin will be a good portfolio diversifier despite its recent rally with stocks
CNBC: Investing
MARCH 25, 2024
Robert Mitchnick, BlackRock's digital assets lead, discusses what bitcoin correlations and risk mean for investors' portfolio construction.
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Pacific Urban Investors Expands Denver Portfolio with Acquisition of Viridian Apartment Community in Greenwood Village
Global Newswire by Notified: M&A
MAY 7, 2024
May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.
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Ray Dalio warns of 'great disruptions,' shares top tips for new investors
CNBC: Investing
SEPTEMBER 17, 2023
Bridgewater's Ray Dalio said it is important for new investors to have a diversified portfolio as economic and geopolitical headwinds continue to rage on.
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These dividend-paying stocks could help boost your portfolio, according to investor Kevin Simpson
CNBC: Investing
APRIL 10, 2024
Investor Kevin Simpson doesn't just look for names with high payouts. Here's his strategy and some of his top picks.
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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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Cross-Site Scripting (XSS) Attacks: What Investors Need to Know
Beyond M&A
SEPTEMBER 20, 2023
For a portfolio company, it could lead to significant financial losses, loss of trust, and potentially, legal consequences. Cross-Site Scripting – Remediation Fixing XSS vulnerabilities is crucial – from an investor’s perspective, it means spending time and resources to fix the software.
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147 Why Every Investor Needs to Understand Modern Portfolio Theory
Peak Frameworks
JULY 20, 2023
This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s. It hinges on a few key concepts: Risk and Return Investors want high returns but are averse to risk. MPT quantifies the trade-off and provides a framework for the optimal selection of assets.
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The Role of Private Equity Consulting in Portfolio Company Growth Strategies
OfficeHours
JUNE 5, 2023
Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.
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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.
Investors should take a look at these high-yield bond ETFs with tax advantages, Bank of America says
CNBC: Investing
FEBRUARY 20, 2024
Investors are overlooking municipal bonds as they shake up their fixed income portfolios, according to a Bank of America strategist.
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Why PE Investors Care About Interest Rates
OfficeHours
OCTOBER 16, 2023
For private equity investors, interest rate movements can have a very significant impact on the outlook of their investments since PE uses such a large amount of debt to finance transactions. Some investors have tolerance for one type of payment over the other and may use one over the other in different situations.
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10-20-2023 Newsletter: Why PE Investors Care About Inflation
OfficeHours
OCTOBER 20, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Explore the role of private equity now.
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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. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.
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Preemptive Diligence: A Founder’s Solution to Preparing for Investor Scrutiny.
Beyond M&A
OCTOBER 2, 2023
Notably, many of these issues revolve around cybersecurity, a topic of paramount importance to investors. Unfortunately, these problems often go undetected until the due diligence process is well underway—often too late for founders and investors to correct without significant effort. Enter the case for Preemptive Diligence.
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Why PE Investors Care About Inflation
OfficeHours
OCTOBER 16, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Inflation can also impact a private equity firm’s exit strategy for an investment.
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An Introduction to Commodity Trading for Individual Investors
Global Banking & Finance
APRIL 25, 2024
An Introduction to Commodity Trading for Individual Investors Commodity trading, a critical component of the global financial landscape, offers individual investors a path to diversify their portfolios beyond traditional stocks and bonds. By […]
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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors
OfficeHours
OCTOBER 23, 2023
However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).
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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.
Hipgnosis’ songs portfolio valuation falls sharply; extends dividend halt
Global Banking & Finance
MARCH 4, 2024
Hipgnosis’ songs portfolio valuation falls sharply; extends dividend halt (Reuters) – The valuation of the songs portfolio owned by Hipgnosis Songs Fund has declined at least by a fifth from five months ago, the struggling UK music investor said on Monday as it halted dividend payments for the “foreseeable future” Shares in (..)
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Navigating Tech Due Diligence in the Era of Advanced AI: A Guide for Investors
Beyond M&A
MAY 14, 2023
This shift necessitates a fresh understanding of what to look for, how AI impacts intellectual property (IP), and what this means for investors. Let’s explore the key changes and provide some actionable tips for investors on why tech due diligence is more critical than ever in this brave new world of AI.
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Pacific Urban Investors Expands Boston MSA Portfolio with Acquisition of The Residences at River's Edge
Global Newswire by Notified: M&A
JULY 26, 2023
July 26, 2023 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors has acquired The Residences at River’s Edge, a 222-unit apartment community in Medford, MA. PALO ALTO, Calif.,
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Use of Equity Rollovers Continues to Rise Amid Market Uncertainty
JD Supra: Mergers
FEBRUARY 27, 2024
Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity continues to be a key deal feature in acquisitions backed by PE investors. By: Goodwin
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An Introduction to Corporate Bonds for Individual Investors: Unveiling Opportunities and Risks
Global Banking & Finance
APRIL 24, 2024
An Introduction to Corporate Bonds for Individual Investors: Unveiling Opportunities and Risks Introduction Embarking on the journey of investment, individual investors are continually seeking avenues to diversify their portfolio and enhance their financial security.
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Understanding Portfolio Valuations: The Backbone of Smart Investing and Risk Management
PCE
NOVEMBER 15, 2023
In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.
BMO seals second retail investors partnership with Partners Group
PE Hub
JUNE 23, 2023
The BMO Partners Group Private Markets Fund offers access to a globally diversified portfolio, spanning private equity, private credit, real estate and infrastructure. The post BMO seals second retail investors partnership with Partners Group appeared first on PE Hub.
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Building a Fun and Profitable Portfolio of B2B SaaS Companies with Kevin McArdle
How2Exit
OCTOBER 8, 2023
Unlike traditional private equity firms, Big Band Software takes a long-term approach to its investments, aiming to build a portfolio of great businesses with no expectation of selling them. Hiring is hard. rn McArdle states, "The dream business is one that's big, growing, profitable, has the team.
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Insurance Coverage for Secondaries: Market Trends
JD Supra: Mergers
DECEMBER 12, 2023
As background, secondary transactions have proven useful to both limited partners (LPs) and general partners (GPs) who are looking to manage their portfolios during a stale or sluggish economic market. By: Woodruff Sawyer
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Three Ways Institutional Investors Could Increase RPA Success
Accenture Capital Markets
SEPTEMBER 5, 2023
To overcome these challenges, the institutional investors who are most successful with RPA typically base their programs on three pillars: 1. However, institutional investors typically have departments which are smaller—and therefore inter-departmental collaboration is key. Cross-departmental collaboration. Effective process selection.
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This is the sweet spot in bonds right now, according to Wells Fargo — and it can yield up to 5%
CNBC: Investing
MAY 16, 2024
As investors navigate the Federal Reserve's higher-for-longer interest rate policy, they should ensure they have their fixed-income portfolio properly aligned.
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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.
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.
Buffett's stock portfolio scores a solid year — even though he ignores any given annual return
CNBC: Investing
DECEMBER 18, 2023
The legendary Berkshire CEO likes to remind his shareholders that, as a long-term value investor, he disregards his short-term stock performance.
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ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
The TRADE
JUNE 27, 2023
Users of LBX will also be able to receive ETF creations and redemptions in real time, allowing their portfolios to be managed within the OEMS for portfolio and trade management. “By The post ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows appeared first on The TRADE.
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.
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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.
Protect your portfolio income from hefty state taxes with these funds
CNBC: Investing
OCTOBER 26, 2023
State-focused municipal bond funds could offer a tax-savings opportunity to investors residing in locales with the steepest levies.
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Diversify your Big Tech holdings into these other stocks with similar traits, recommends Barclays
CNBC: Investing
MAY 1, 2024
While Big Tech valuations look reasonable to Barclays, the firm said they're "not the only game in town" and suggested investors diversify their portfolios.
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DSCR Loans: Navigating the Do’s and Don’ts for Real Estate Investors
Global Banking & Finance
DECEMBER 15, 2023
DSCR Loans: Navigating the Do’s and Don’ts for Real Estate Investors Real estate investment offers a world of opportunities, and understanding how to finance these ventures is key. One option, DSCR (Debt Service Coverage Ratio) loans, serves as a valuable resource for building a property portfolio.
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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.
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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