CNBC: Investing

AUGUST 2, 2025

per share) Stock Chart Icon Stock chart icon Equinix shares in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Despite this, between June 24 and June 26, Equinix's share price fell 17.75%.

IT

CNBC: Investing

JUNE 21, 2025

Shares of Nvidia have risen 5% year to date, but Woods said that there's still more room to go. Hatfield anticipates shares will rise as orders from its clients, the major hyperscalers and cloud providers, ramp up. Two investors also singled out Amazon and Newmont as potential winners. natural gas.

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

Reitzes thinks investors are overlooking the value of Cisco's recent deals in the Middle East , as he said greater sovereign demand could lead the company to see a pickup in AI product orders and spur a breakout in shares. Cisco shares have risen 8% this year. In addition to Nvidia and AMD, T.

Investment

CNBC: Investing

AUGUST 6, 2025

Seymour discusses the next catalyst for Apple shares. Disclosure: Seymour is a portfolio manager, sub-advisor on the Amplify International Enhanced Dividend (IDVO). 's new friendly relationship with Trump and the best stocks to buy there. The history of the Grateful Dead and Golden Gate Park.

Investment

CNBC: Investing

JULY 15, 2025

As I first started researching this company, I thought with Apple's location sharing and Air Tag device finder, why wouldn't this company become obsolete with Apple's features? Non-GAAP EPS totaled 62 cents per share in 2024 and is expected to go to $1.03 per share in 2026.

Stock

CNBC: Investing

JULY 29, 2025

Cadence shares essentially a duopoly with Synopsys, Inc (SNPS) in the electronic design automation (EDA) market. In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. This is a high barrier to entry, highly technical segment that is a foundation to the entire semiconductor design market.

Portfolio

CNBC: Investing

AUGUST 2, 2024

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

Portfolio Management

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

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.

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. We are excited to work with ICE to expand this functionality within the ETF creation and redemption process.”

Portfolio Management

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. We should have 1 Projected Share Price and 1 PV (Projected Share Price) at this point.

Valuation

The TRADE

OCTOBER 19, 2023

The immediate focus for the business is set to be investing in client service and portfolio management, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investment managers for both the luxury brands and credit opportunities strategies.

Profitability

Global Newswire by Notified: M&A

JUNE 13, 2023

Jyske Bank A/S has entered into a binding agreement with PFA Holding A/S on the acquisition of 100% of the shares of PFA Bank A/S. As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets.

Banking

The TRADE

JUNE 28, 2023

Among the key products to now be available to traders and portfolio managers in a modular format is the EMS’ predictive fair value (FV) model. Groupama asset management has also been working with Wavelabs on its European fair value initiative. “It

Portfolio Management

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.

Portfolio

The TRADE

AUGUST 30, 2024

How do the traders and portfolio managers interact at Comgest? Every time we execute it’s stored in a database where the portfolio managers (PM) have access as well so they can see themselves how trades have gone. There is a certain overlap where traditionally traders and PMs have been quite segregated.

Portfolio Management

The TRADE

SEPTEMBER 6, 2023

RBC has appointed Guy Chalkley as managing director, UK flow rates sales, according to an internal memo seen by The TRADE. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale

The TRADE

NOVEMBER 3, 2023

Read more – The Outsourced Trading Handbook 2023 Coalition Greenwich shared the response of one portfolio manager, which highlighted how outsourced providers “act as an extension to the trading desk and understand [our] trading goals,” while another commented on the importance of “added expertise that [we] do not have in-house.”

Trading

The TRADE

AUGUST 5, 2024

KCx has continually shared that its current strategy is to expand its execution footprint and expertise on a global scale. He has previously served as an equity algo trade specialist at Berenberg, multi-asset trader and quantitative analyst at Edmond de Rothschild, and assistant portfolio manager at ARIA capital management.

Portfolio Management

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Banking

The TRADE

JUNE 29, 2023

Guy Cornelius, head of institutional sales at Mizuho EMEA highlighted that the move will work to make the market more efficient for all participants “by sharing data and enhancing liquidity in global markets.” Following its addition, the bank will distribute axes for investment grade and high yield corporate credit.

Portfolio Management

The Deal

JANUARY 17, 2024

8, approved Elliott Management Corp.’s s application to increase its common share stake in NRG Energy Inc. Elliott had filed a FERC application in July seeking to gain authorization to increase its common share stake in NRG up to 20% from 2.36% it reported owning in July. cap on common shares.

Utilities

The TRADE

JULY 19, 2023

This has been a client driven addition, as buy-side traders and portfolio managers continue to ask for high quality data from specialist liquidity providers such as Lloyds Bank.” The post Neptune adds Lloyds Bank Corporate & Institutional Banking to growing bond dealer community appeared first on The TRADE.

Banking

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.

Private Equity

Peak Frameworks

JUNE 29, 2023

The BCG Matrix, also known as the Growth-Share Matrix, is a visual representation of a company's portfolio of products or business units. Relative Market Share Relative market share is a measure of a company's market share compared to its competitors in a specific market. What is the BCG Matrix?

IT

The TRADE

APRIL 25, 2024

Portfolio managers use them without fear, it’s a tool in the box which is not for everybody, but it’s getting there.

IT

The TRADE

OCTOBER 23, 2023

The trader of today has to be able to distil a vast amount of disparate information and filter it in a bespoke fashion to the needs of individual portfolio management teams.

Trading

CNBC: Investing

JULY 1, 2025

million shares per week) that screams institutional accumulation, despite the high valuation. resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. DISCLOSURES: Gordon owns SHAK personally and in his wealth management company Inside Edge Capital.

IT

The TRADE

NOVEMBER 14, 2023

Looking at the specifics of where data is set to facilitate development, 48% of executives confirmed that they expect emerging data analytics to be of most benefit in ‘trading, investment analysis and portfolio management’ within their businesses over the next five years.

Asset Management

The TRADE

OCTOBER 9, 2023

According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.

Trading

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

Trading

The TRADE

AUGUST 7, 2024

The reality is many are not prepared to make the significant investments required to maintain or grow their share of the market.” The important impact of changing market sentiment Demonstrably, things are ramping up and outsourced trading providers are highly cognisant of the importance of keeping up with the pack in this high-stakes game. “If

Trading

Transactional Delights

DECEMBER 6, 2020

Here are the most important legal terms and concepts based on how the CLGX matter played out: Share Lockup : Neither Senator nor Cannae can sell any of its shares, swaps, or derivatives unless one of two events occurs, a Termination Event or an Offer Abandonment. share (or greater). Senator had 5% ownership in economic exposure.

Investors

Accenture Capital Markets

JUNE 18, 2024

However, such a transition will only occur once asset managers become comfortable with the technology, see its potential, and stand up a responsible AI governance framework.

Asset Management

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

Trading

The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. There is a financial sector development programme within the country which involves all of the financial players,” he said.

Trading