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.

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CNBC: Investing

AUGUST 2, 2024

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

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Portfolio Management Portfolio Shares IT 140

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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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.

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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.

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Portfolio Management Economics Portfolio Management 104

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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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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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.

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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

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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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.

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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.

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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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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 114

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 112

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 112

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.

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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.

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Portfolio Management Funds Investors Portfolio 104

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

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Portfolio Management Valuation Sale Portfolio 62

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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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 82

The TRADE

SEPTEMBER 3, 2024

He most recently served as an investment manager at ADQ and before that spent two and a half years as a senior trader and portfolio manager at Azimut. Elijah Ibrahim Diallo has joined Magellan Capital as a multi-strategy trader, based in the UAE.

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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.

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Portfolio Management Funds Management Portfolio 98

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.

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Portfolio Management Portfolio Management Investment 83

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.

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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.

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Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

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The TRADE

SEPTEMBER 5, 2024

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. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

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Capital Portfolio Management Capital Market Equities 52

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

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.

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Equities Portfolio Management Trading Portfolio 105

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.

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The TRADE

AUGUST 29, 2024

Buy-side traders retain control over how and when they interact with liquidity, said Appital, while portfolio managers can also respond to price discovery processes without generating an order in their EMS. Liquidity is subsequently realised.

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Trading Portfolio Management Book-building Portfolio 52

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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Cisco: M&A

AUGUST 22, 2023

This post was authored by Nate Rodriguez, a Business Analyst Intern on the Portfolio Management and Enablement team. As a rising senior at Chapman University and a Business Analyst intern at Cisco,… Read more on Cisco Blogs

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Global Newswire by Notified: M&A

AUGUST 14, 2023

OTCQB: ALDS) (“APPlife”, the Company”), a business incubator and portfolio manager that invests in and creates e-commerce and cloud-based solutions announced today that it has signed a binding Letter of Intent (“LOI”) to acquire the assets and operations of London, England-based LeSalon Beauty Ltd (“LeSalon”). SAN FRANCISCO, Aug.

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Global Banking & Finance

OCTOBER 24, 2023

Nuant Boosts Digital Assets Platform with MSCI Datonomy™ Capabilities: Pioneering a New Chapter in Digital Asset Sector Classification Zug, Switzerland, October 24th, 2023, Chainwire Nuant, a leader in Digital Asset Portfolio Management Systems, is pleased to announce its collaboration with MSCI Inc.,

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The TRADE

JANUARY 5, 2024

He began his career as a junior portfolio manager at RSA covering US equities. Previously in his career, he spent two years at Praeda Capital and a year at London Capital Group, both in trading roles focused on arbitrage strategies.

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