The TRADE

JULY 9, 2025

Read more – Fireside Friday with… Bloomberg’s Colette Garcia Shane Akeroyd, chief strategy officer and president, Asia Pacific at Clearwater Analytics said: “With increased pressure to scale efficiently, reduce risk, and respond to market complexity, the need for interoperable, client-first technology has never been greater

Investment Manager

CNBC: Investing

JULY 25, 2025

And I think you're going to see that continued benefit as you go into June," Niles, the founder of Niles Investment Management, said Friday morning on CNBC's " Squawk on the Street. This first of these two names was Microsoft , which reports its fiscal fourth-quarter earnings after next Wednesday's closing bell.

Investors

CNBC: Investing

JUNE 27, 2025

More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. The assets, which have hybrid features of both stocks and bonds, have seen a muted performance so far this year, said Frank Sileo, senior fixed income strategist.

Securities

CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Meet Thrive, the Do it all small business software that can save you over 20 hours a week, attract customers, manage day to day tasks and keep communication simple with one powerful tool made for your auto business.

Insurance

CNBC: Investing

JULY 12, 2025

What's happening Starboard intends to engage with Tripadvisor's management and board regarding opportunities for value creation. What's happening Starboard intends to engage with Tripadvisor's management and board regarding opportunities for value creation. Stock Market Value : ~$2.36B ($18.00

Media

The TRADE

JUNE 16, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco.   Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura.

Capital Market

CNBC: Investing

AUGUST 5, 2025

If the market does pullback the VIX hedge will provide some protection to our portfolio while we're able to hold onto the strong names we've been building here with you every Tuesday on CNBC Pro. This V-shape recovery-turned-rally from April lows has been unrelenting. September is historically the worst month for the S & P 500.

S&P

The TRADE

JULY 22, 2025

Read more: Rising Stars of Trading and Execution 2025 nominations now open Previously in his career, Diallo has served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets.

Trading

CNBC: Investing

AUGUST 2, 2025

This increase in capex and drop in AFFO spooked inexperienced and short-term investors, but this was an opportunity for experienced long-term investors like Elliott Investment Management, which announced that it has increased its position in Equinix since it originally disclosed a 0.15% position in the company in the firm's last 13F.

IT

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

The TRADE

JULY 14, 2025

Barclays Barclays has appointed Joseph Lee as head of high touch sales trading, Asia Pacific, as part of the firm’s efforts to bolster and diversify its APAC equities business.

Investment Manager

CNBC: Investing

JULY 24, 2025

I'll be back at the end with a risk management comment. For obvious reasons, this makes for an attractive risk-reward and many portfolio managers love building allocations with stocks like these. In 1983, the first contract on a stock market index came along when the CBOE unveiled its S & P 100 options offering.

Stock

The TRADE

JULY 23, 2025

Currently, operations cover France, Germany, Cyprus, Ireland, Lithuania, Luxembourg, Malta, and the Netherlands, with hopes to extend to all EU member states in the future. The move follows significant developments in the crypto markets in Europe in the past few months.

Asset Management

CNBC: Investing

JUNE 6, 2025

billion in assets under management as of Thursday. securitized products and a portfolio manager at Janus. "That credit segment may continue to receive above-average inflows, given that sector's floating-rate profile and the Fed's 'wait-and-see' approach to rate cuts," Bartolini wrote. It has $20.96

Portfolio

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

Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital. Near term, however, I also think a pullback is possible.

Investment

CNBC: Investing

JULY 1, 2025

"The crowd mentality that's driven by fear is heading to the front end of the yield curve," said Stephen McFee, senior portfolio manager at Vanguard. McFee is also portfolio manager on Vanguard's Core Tax-Exempt Bond ETF (VCRM) , which has an average stated maturity of 14.4

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

" Jed Ellerbroek, portfolio manager at Argent Capital Management Echoing Woods, Jed Ellerbroek cited Nvidia as a potential second-half winner due to the upcoming release of its Blackwell Ultra chip, which is expected to meet with "exceptionally high demand. "The stock is breaking out now technically.

Investors

Razorpay

JUNE 11, 2025

Over time, Scripbox evolved into a holistic wealth management platform, expanding its offerings beyond mutual funds to include Portfolio Management Services, Alternative Investment Funds, bonds, and fixed deposits, catering to a broader set of financial needs.

Management

CNBC: Investing

JUNE 13, 2025

A new driver for leading AI stocks To capture this momentum, major tech companies are building out product portfolios tied to sovereign AI, framing the technology as a catalyst for national economic and industry growth, national security enforcement, and scientific discovery. Further, last year, a bipartisan group of U.S. "With c.

Investment

CNBC: Investing

JULY 15, 2025

I added the position to my Active Opps portfolio yesterday. In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held. We offer active portfolio management and regular subscriber updates like the idea presented above.

Stock

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns IBIT personally and in his wealth management company Inside Edge Capital. On this chart, we're looking at the 10-week APTR. This different from the stock market.

S&P

CNBC: Investing

JULY 29, 2025

I've been watching this name for some time to add to my portfolio and have owned this in the past, but Tuesday morning's earnings popped the stock out of the base consolidation. In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29.

Portfolio

CNBC: Investing

JANUARY 12, 2024

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

Portfolio Management

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management

JD Supra: Mergers

MARCH 7, 2025

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management

CNBC: Investing

AUGUST 2, 2024

Nvidia shares can double from these levels, according to portfolio manager Dan Niles.

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

Global Newswire by Notified: M&A

AUGUST 1, 2025

Acquisitions are also part of the strategy,” says Christian Fischer, deputy chairman of the board of management and responsible for strategic growth initiatives and portfolio management. The current acquisition perfectly complements our portfolio. billion USD (eight billion euros) in sales. In the U.S.,

Sale

The TRADE

JUNE 27, 2023

Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our

Portfolio Management

CNBC: Investing

JUNE 6, 2024

Adam Benjamin, the primary manager of the Fidelity Select Technology Portfolio, told CNBC why he thinks Nvidia can maintain its momentum.

Portfolio

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Portfolio Management

Beyond M&A

SEPTEMBER 19, 2023

While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential 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

JULY 12, 2024

Read more: State Street Global Advisors hires from within for new head of EMEA In 2019, Corbyn was one of The TRADE’s Rising Stars , recognised for his well-regarded work on the London trading desk where he specialised in developed European markets, providing coverage to the global portfolio management teams.

Equities