CNBC: Investing

JUNE 6, 2025

billion in assets under management as of Thursday. securitized products and a portfolio manager at Janus. billion in assets under management. CLOs in your portfolio While CLOs can be an attractive part of your income portfolio, investors should make sure they are diversified. It has $20.96

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CNBC: Investing

AUGUST 2, 2024

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

Portfolio Management 139

Portfolio Management Portfolio Shares IT 139

The New York Times: Banking

JUNE 20, 2024

Portfolio managers have conflicting incentives as the economic and financial risks from climate change become more apparent but remain imprecise.

Portfolio Management 142

Portfolio Management Economics Portfolio Management 142

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

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Portfolio Management Management Portfolio Funds 116

CNBC: Investing

SEPTEMBER 2, 2024

This aerospace stock should triumph as ongoing manufacturing troubles plague Boeing, Artisan Partners' Chris Smith says.

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Portfolio Management Stock Portfolio Manufacturing 111

CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

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CNBC: Investing

DECEMBER 29, 2023

Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1 1 spot for a winning stock fund in 2023, according to Morningstar.

Portfolio Management 104

Portfolio Management Funds Stock Portfolio 104

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 126

Portfolio Management Stock Investors Portfolio 126

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 139

Portfolio Management Portfolio Investors Equities 139

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

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Portfolio Management Portfolio Management Architecture 64

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management 120

Portfolio Management Portfolio Trading Funds 120

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.

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Portfolio Management Investors Portfolio Management 134

CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

Investment Manager 98

Investment Manager Management Portfolio Management Economics 98

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.

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Portfolio Portfolio Management Management IT 69

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 98

Portfolio Management Funds Management Portfolio 98

CNBC: Investing

FEBRUARY 27, 2024

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

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Portfolio Management Portfolio Investors Stock 113

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.

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Portfolio Management Portfolio Investors Stock 108

CNBC: Investing

DECEMBER 26, 2023

These stocks are less economically sensitive and have attractive defensive qualities, according to portfolio manager Patrick Kaser.

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Portfolio Management Stock Economics Portfolio 111

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.

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Portfolio Management Stock Portfolio Investors 111

The TRADE

JUNE 13, 2025

Virtu Financial has collaborated with cloud-native investment management solution provider, Limina to enhance buy-side workflows. The post Virtu Financial partners with Limina to enhance buy-side workflows appeared first on The TRADE.

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Collaboration Investment Manager Portfolio Management Management 59

CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

Portfolio Management 104

Portfolio Management Stock Portfolio Funds 104

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.

Portfolio Management 104

Portfolio Management Funds Investors Portfolio 104

CNBC: Investing

MARCH 21, 2025

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

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Portfolio Management Management Portfolio Funds 64

The TRADE

AUGUST 1, 2024

Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Excited for a new challenge and opportunity to continue learning!”

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Investment Manager Investment Management Portfolio Management 64

Global Newswire by Notified: M&A

JUNE 20, 2023

As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 billion by 2030, at a CAGR of 7.7%

Portfolio Management 40

Portfolio Management Portfolio Management Business 40

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. Upon completion, Impax’s newly combined global team will have pro-forma fixed income assets under management and advice of £1.6 The sum has not been disclosed.

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Asset Management Corporation Management Business 98

The TRADE

JUNE 12, 2025

Marcus Sheridan has joined investment manager Payden & Rygel as a fixed income trader. The move sees Sheridan leaving Pimco where he has served for the last five years, most recently as vice president from January 2024 to June 2025. Sheridan will be based out of Los Angeles in his new role.

Portfolio Management 52

Portfolio Management Investment Manager Media Portfolio 52

CNBC: Investing

NOVEMBER 21, 2024

Vanguard launched two new active ETFs focused on tax-free municipal bonds on Thursday.

Portfolio Management 59

Portfolio Management Portfolio Management 59

CNBC: Investing

MAY 3, 2024

Ariel Investments' Christine Phillpotts offered three reasons emerging market assets will outperform in 2024 and beyond.

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Portfolio Management Investment Portfolio Management 64

CNBC: Investing

AUGUST 15, 2024

Capital Group portfolio manager Hilda Applbaum looks for idiosyncratic opportunities where an out-of-favor stock has a chance to grow over the long run.

Portfolio Management 59

Portfolio Management Management Portfolio Funds 59

The TRADE

SEPTEMBER 24, 2024

State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.

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Corporation Management Portfolio Management Portfolio 64

PE Hub

FEBRUARY 26, 2024

The firm also hired Alison Kimmell as managing director, development and portfolio management, real estate, and appointed Colin Catherwood to managing director, investments, real estate. The post Fengate names McKenna as real estate president appeared first on PE Hub.

Portfolio Management 83

Portfolio Management Portfolio Management Investment 83

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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Investors Portfolio Management Portfolio Management 81

Mergers and Inquisitions

DECEMBER 6, 2023

Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them.

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Funds Management Recruitment Portfolio 104

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

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Portfolio Portfolio Management Insurance Risk Management 52

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 53

Portfolio Management Investors Portfolio Management 53

The TRADE

JUNE 10, 2025

By embedding GenAI directly into our trading and investing workflows, our new capability will allow traders to make faster, more confident decisions.”

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Trading Portfolio Management Portfolio Investment 52