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

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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."

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CNBC: Investing

JUNE 13, 2025

Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad. In addition to Nvidia and AMD, T. "I think Nvidia would be the most standard way that the world will build on.

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CNBC: Investing

JULY 15, 2025

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.

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Stock Portfolio Investment Media 60

CNBC: Investing

JUNE 10, 2025

The breakout in the IBIT chart is around $64 and with the increased position size I would not want to see price move back below $58, which I'll use for a risk-reduction level We offer active portfolio management and regular subscriber updates like the idea presented above.

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S&P Portfolio Investment M&A 134

The TRADE

SEPTEMBER 5, 2024

According to an update on his social media, Jack Boland has joined Ilex Capital in a US equity trading and global equity capital markets role. Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that.

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The TRADE

AUGUST 1, 2024

Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

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The TRADE

JANUARY 12, 2024

StoneX Group has appointed former head of trading at Incline Global Management, Evan Halpern, as managing director of fixed income outsourced trading, The TRADE can reveal. Throughout his career, Halpern has held trading and portfolio management roles at a wide selection of firms.

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The TRADE

OCTOBER 24, 2024

The firm also confirmed that PT is one of the 5 key strategic ambitions at KCx going forward.

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Portfolio Management Investment Manager Equities Sale 59

The TRADE

JUNE 7, 2024

Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfolio manager and trader, according to an announcement on social media.

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Trading Portfolio Management Asset Management Investment Manager 59

The TRADE

FEBRUARY 7, 2024

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Kluth announced his promotion in a social media post, adding: “Eight years in London flew by, and I’m very excited about this new opportunity.

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Equities Trading Portfolio Management Media 64

The TRADE

AUGUST 5, 2024

Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Australian pension fund AustralianSuper selected one of its own to take up the reins for its dealing business.

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Capital Market Capital Investment Portfolio Management 64

The TRADE

JANUARY 8, 2024

Tamou joined the quantitative and systematic investment manager as a quantitative trader after most recently serving as an equity trader at RBC BlueBay for nearly three years, according to an update on his social media. He originally joined the asset manager as an investment operations analyst in 2020.

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Asset Management Equities Sale Investment Manager 64

CNBC: Investing

JULY 1, 2025

resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. If we can sustain a break above the $140.00

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IT Portfolio Stock Investment 71

The TRADE

JULY 24, 2023

Head of Europe for UK-based asset manager Federated Hermes, James Rutherford, has stepped down from his role to pursue a technology venture, The TRADE can reveal. He departs following a 35-year long career in investment management, spending 19 years at Fidelity Investments as a European portfolio manager until 2006.

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Investment Manager Management Investment Portfolio Management 52

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. You can also check our various course curriculums for different careers (i.e. investment banking, private equity , VC, etc.)

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The TRADE

JULY 8, 2024

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. According to an update on his social media, Mair joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies. As part of his new appointment, Chin will be based in New York.

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Bank Banking Asset Management Equities 64

Accenture Capital Markets

SEPTEMBER 5, 2023

i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. Fintechs, digital from day one, are agile enough to not only innovate, but innovate with speed. And with 291.3

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Management Portfolio Management Portfolio Financial Services 52

OfficeHours

JULY 14, 2023

Other good questions include asking about sourcing methodology, investment committee structure, level of post-execution portfolio management, or further detail around investment strategy. Visit OfficeHours Blog and follow us on our social media accounts: Instagram , YouTube , TikTok , and Twitter for our latest updates.

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The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

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Trading Equities Asset Management Portfolio Management 59

Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

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The TRADE

OCTOBER 18, 2024

“Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.” And we’ve seen some significant launches this year in that space.

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The TRADE

FEBRUARY 12, 2025

During her tenure at Morgan Stanley, Goldie most recently served as a trader, a position she held for over a year, having previously worked as a portfolio management associate. Elsewhere in her career, Goldie held various portfolio management-related roles at Eaton Vance.

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The TRADE

APRIL 11, 2025

. “Cboe’s Derivatives Market Intelligence group has built a reputation for its unparalleled market insights and strong commitment to client engagement earning a wide following among institutional and retail investors, media, and other industry participants alike. I’m thrilled to welcome her to the team.”

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The TRADE

MAY 28, 2025

Prior to this, she has also worked at China Merchants Securities, covering roles including fixed income portfolio manager, and credit analyst. Jefferies confirmed the appointment in an announcement on social media. The post Jefferies hires new head of Asia distressed trading and credit analytics appeared first on The TRADE.

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CNBC: Investing

JULY 14, 2025

Federated Hermes senior portfolio manager Daniel Peris, who wrote the book " The Ownership Dividend, " predicted on CNBC last year a major paradigm shift in the market as dividends come back in vogue. "In a crisis, the lack of durable income from dividends may matter more than markets currently appreciate."

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The TRADE

JUNE 2, 2025

Prior to this, she has also worked at China Merchants Securities, covering roles including fixed income portfolio manager, and credit analyst. Jefferies confirmed the appointment in an announcement on social media. Connor confirmed his new position in a social media announcement.

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Trading Media Corporation Equities 52

The TRADE

MAY 23, 2025

Prior to his time at MUFG, he worked at UBS for a year, covering global fixed income portfolio management. Williams confirmed his new appointment in an announcement on social media. RBC Capital Markets had not yet commented by the time of publication.

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