Portfolio Management - Investment Banking Today

This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. Here’s his winning investment strategy

CNBC: Investing

JUNE 25, 2025

JPMorgan's Richard Figuly is one of three managers nominated by Morningstar for its 2025 outstanding fixed income portfolio manager award.

Portfolio Management

Portfolio Management Portfolio Management Investment

These dividend-paying stocks offer attractive income and a good opportunity, this portfolio manager says

CNBC: Investing

AUGUST 18, 2023

Neuberger Berman senior portfolio manager Sandy Pomeroy lays out her argument for dividend stocks and names opportunities ahead.

Portfolio Management

Portfolio Management Portfolio Management Stock

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.

Portfolio Management

Portfolio Management Portfolio Management Investors

Bloomberg unveils portfolio management offering

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

Portfolio Management Portfolio Management Trading

FCA Publishes Findings on Private Market Valuation Practices

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

Valuation Portfolio Management Portfolio Funds

A small-cap portfolio manager says these stocks will thrive even in a slow growth environment

CNBC: Investing

SEPTEMBER 4, 2024

Needham's portfolio manager Chris Retzler believes the economy will continue to slow, but he is bullish on a few names insulated from the macro uncertainty.

Portfolio Management

Portfolio Management Portfolio Management Stock

Dan Niles bought more Nvidia during the sell-off, says it can double from here as AI builds out

CNBC: Investing

AUGUST 2, 2024

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

Portfolio Management

Portfolio Management Portfolio Shares IT

This aerospace stock up 70% in 2024 could win big from Boeing's troubles, one portfolio manager says

CNBC: Investing

SEPTEMBER 2, 2024

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

Portfolio Management

Portfolio Management Stock Portfolio Manufacturing

Jeremy Grantham's GMO launched its first ETF with top portfolio managers. Here's what's in it

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

Portfolio Management Management Portfolio IT

Meet the portfolio manager that oversees the best performing stock fund this year

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

Portfolio Management Funds Stock Portfolio

Dilemma on Wall Street: Short-Term Gain or Climate Benefit?

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

Portfolio Management Economics Portfolio Management

Pimco's Sonali Pier lets her 'cautious contrarianism' speak for itself: The bets she's making now

CNBC: Investing

MARCH 7, 2024

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

Portfolio Management

Portfolio Management Portfolio Funds Management

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.

Portfolio Management

Portfolio Management Portfolio Investors Equities

ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows

The TRADE

JUNE 27, 2023

“Our OEMS platform helps asset managers, hedge funds and other institutional investors manage positions and transact efficiently across markets,” said Kevin Samuel, chief executive of LiquidityBook. We are excited to work with ICE to expand this functionality within the ETF creation and redemption process.”

Portfolio Management

Portfolio Management Portfolio Management Architecture

Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock

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

Portfolio Management Stock Investors Portfolio

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.

Portfolio Management

Portfolio Management Investors Portfolio Management

BlackRock unveils active fund that aims to track changing AI trade over time

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

Portfolio Management Portfolio Trading Funds

MergersCorp Launches Specialized Advisory Service for FINMA-Regulated Divestitures in Switzerland

MergersCorp M&A International

JUNE 25, 2025

M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).

Advisory

Advisory Portfolio Management M&A Asset Management

Top bond fund manager Ford O'Neil of Fidelity reveals his 'secret sauce' to generate outperformance

CNBC: Investing

MAY 14, 2024

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

Portfolio Management

Portfolio Management Management Portfolio Funds

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.

Portfolio Management

Portfolio Management Portfolio Investors Stock

Five defensive stocks to buy now if you think there's recession risk ahead

CNBC: Investing

DECEMBER 26, 2023

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

Portfolio Management

Portfolio Management Stock Economics Portfolio

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.

Portfolio Management

Portfolio Management Stock Investors Portfolio

Clearwater agrees to buy investment management platform Enfusion for $1.5B

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager

Investment Manager Management Investment Asset Management

Gabelli Funds highlights the AI stocks to buy as craze continues

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

Funds Stock Investment Portfolio Management

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.

Portfolio Management

Portfolio Management Portfolio Investors Stock

Dan Niles says the 'rubber hits the road' this earnings season for megacap tech stocks

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

Portfolio Management Stock Portfolio Funds

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.

Funds

Funds Portfolio Management Investors Portfolio

This investment manager is looking to bridge the racial wealth gap

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

Investment Manager Management Portfolio Management Economics

Fund manager up 45% this year gives his top picks for A.I. long-term trend

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

Portfolio Management Funds Management Portfolio

Berenberg equity sales trader joins Goldman Sachs

The TRADE

JULY 10, 2025

She has also worked as a portfolio management trading assistant at the firm, based out of Philadelphia. Read more – Goldman Sachs and FlexTrade enhance algo offering with API order status updates Khoury confirmed her new position in an announcement on social media.

Equities

Equities Sale Portfolio Management Trading

Project Portfolio Management Market Size to Surpass USD 7.95 billion by 2030, exhibiting a CAGR of 7.7%

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

Portfolio Management Portfolio Management Business

This Fidelity portfolio manager says Nvidia has a 'huge moat' and can keep rallying

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

Portfolio Portfolio Management Management IT

Virtu Financial partners with Limina to enhance buy-side workflows

The TRADE

JUNE 13, 2025

Virtu Financial has collaborated with cloud-native investment management solution provider, Limina to enhance buy-side workflows.

Collaboration

Collaboration Investment Manager Portfolio Management Management

There's still plenty of 'meat on the bone' in municipal bonds, Vanguard portfolio manager says

CNBC: Investing

NOVEMBER 21, 2024

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

Portfolio Management

Portfolio Management Portfolio Management

Pimco vice president joins Payden & Rygel as fixed income trader

The TRADE

JUNE 12, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco. Prior to this, Sheridan spent more than five years at State Street in Massachusetts, where he worked as a FX middle office specialist, as well as an operations specialist.

Portfolio Management

Portfolio Management Investment Manager Media Portfolio

Turn to emerging markets for investments that ‘will power the AI revolution,’ portfolio manager says

CNBC: Investing

MAY 3, 2024

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

Portfolio Management

Portfolio Management Investment Portfolio Management

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.

Investors

Investors Portfolio Management Portfolio Management

Fengate names McKenna as real estate president

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

Portfolio Management Portfolio Management Investment

State Street Global Advisors equity trader and VP departs

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

Equities Portfolio Management Trading Portfolio

Bloomberg and Clearwater partner to enhance investment management workflows

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

Investment Manager Management Investment Collaboration

Citadel trader joins Ilex Capital

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.

Capital

Capital Capital Market Portfolio Management Equities

Where this Morningstar top-rated female fund manager is putting money to work

CNBC: Investing

MARCH 21, 2025

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

Portfolio Management

Portfolio Management Management Portfolio Funds

Daiwa Capital Markets Europe selects former Jefferies MD for new head of equities

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.

Capital Market

Capital Market Equities Capital Portfolio Management

Fidelity Investments taps MFS Investment Management for new senior trader

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).

Investment Manager

Investment Manager Investment Management Portfolio Management

This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. Here’s his winning investment strategy

These dividend-paying stocks offer attractive income and a good opportunity, this portfolio manager says

Trending Sources

A new era is coming for dividend stocks — and it's good news for income investors, says portfolio manager

Bloomberg unveils portfolio management offering

FCA Publishes Findings on Private Market Valuation Practices

A small-cap portfolio manager says these stocks will thrive even in a slow growth environment

Dan Niles bought more Nvidia during the sell-off, says it can double from here as AI builds out

This aerospace stock up 70% in 2024 could win big from Boeing's troubles, one portfolio manager says

Jeremy Grantham's GMO launched its first ETF with top portfolio managers. Here's what's in it

Meet the portfolio manager that oversees the best performing stock fund this year

Dilemma on Wall Street: Short-Term Gain or Climate Benefit?

Pimco's Sonali Pier lets her 'cautious contrarianism' speak for itself: The bets she's making now

Investors see 2023 gain as a bear market bounce and expect a recession next year, CNBC survey shows

ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows

Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock

Nvidia isn't the only game in town. Investors advise against overlooking these other AI beneficiaries

BlackRock unveils active fund that aims to track changing AI trade over time

MergersCorp Launches Specialized Advisory Service for FINMA-Regulated Divestitures in Switzerland

Top bond fund manager Ford O'Neil of Fidelity reveals his 'secret sauce' to generate outperformance

FOMO? Data shows investors are still 'underweight' Nvidia even as they chase the stock ever higher

Five defensive stocks to buy now if you think there's recession risk ahead

Small caps are poised to outperform in 2024. A value investor offers five stocks to buy

Clearwater agrees to buy investment management platform Enfusion for $1.5B

Gabelli Funds highlights the AI stocks to buy as craze continues

5 cheap stocks to buy on any pullback, according to investor Sarat Sethi

Dan Niles says the 'rubber hits the road' this earnings season for megacap tech stocks

Hedge fund investor Dan Niles unveils his top picks for 2024, including Amazon and Meta

This investment manager is looking to bridge the racial wealth gap

Fund manager up 45% this year gives his top picks for A.I. long-term trend

Berenberg equity sales trader joins Goldman Sachs

Project Portfolio Management Market Size to Surpass USD 7.95 billion by 2030, exhibiting a CAGR of 7.7%

This Fidelity portfolio manager says Nvidia has a 'huge moat' and can keep rallying

Virtu Financial partners with Limina to enhance buy-side workflows

There's still plenty of 'meat on the bone' in municipal bonds, Vanguard portfolio manager says

Pimco vice president joins Payden & Rygel as fixed income trader

Turn to emerging markets for investments that ‘will power the AI revolution,’ portfolio manager says

Where investors might hide out if inflation continues to reaccelerate

Fengate names McKenna as real estate president

State Street Global Advisors equity trader and VP departs

Bloomberg and Clearwater partner to enhance investment management workflows

Citadel trader joins Ilex Capital

Where this Morningstar top-rated female fund manager is putting money to work

Daiwa Capital Markets Europe selects former Jefferies MD for new head of equities

Fidelity Investments taps MFS Investment Management for new senior trader

Stay Connected