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

CNBC: Investing

JULY 25, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Investors

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

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.”

Trading

The TRADE

JULY 4, 2025

. “When it comes to that trying to do more with less, it’s not just the trading desk, it’s the whole firm,” asserted Mohammad Sohail, head of trading at Sarasin & Partners, highlighting that opportunities can be closer than one might think.

Trading

CNBC: Investing

JULY 19, 2025

It offers an array of business management software solutions that streamline business operations to customers in numerous vertical markets. Through its Issuer Solutions segment, it provides financial institutions and retailers technologies to manage their card portfolios.

Shares

CNBC: Investing

AUGUST 5, 2025

To avoid the concern that we need to be able to predict the future to successfully invest in the markets, we recently deployed a VIX hedge to our Active Opps portfolio at Inside Edge Capital with a favorable risk-reward ratio. Hopefully we won't need the hedge and will close it at a loss.

S&P

CNBC: Investing

JULY 12, 2025

Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. Tripadvisor is owned in the fund.

Media

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. And so what we can track is when they come to us and then how they grow their employee benefits portfolio that they’re offering. And we’re double digit increase on all lines.

Insurance

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

The TRADE

JULY 22, 2025

Read more: Rising Stars of Trading and Execution 2025 nominations now open Previously in his career, Diallo has served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets.

Trading

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

The TRADE

JUNE 16, 2025

He has also previously held senior associate and associate positions covering portfolio management at Pimco.   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.  

Capital Market

The TRADE

JULY 14, 2025

Previously in his career, Kilfoy also spent a decade at Canaccord Genuity, where he worked as a managing director in trading. Additionally, he has also worked as a portfolio trader at UBS. Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020.

Investment Manager

CNBC: Investing

JUNE 6, 2025

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. Some $4 billion has moved into the fund so far this year, according to FactSet.

Portfolio

Global Newswire by Notified: M&A

AUGUST 5, 2025

The firm serves a diverse client base, including both individuals and families as well as institutional clients, and offers a range of advisory services including financial planning, portfolio management for individuals and small businesses and pension consulting.

Investment

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

CNBC: Investing

AUGUST 2, 2025

Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich. The firm ultimately exited Switch via a sale with a 48.33% return versus -14.97% from the Russell 2000 over the same period.

IT

CNBC: Investing

JULY 24, 2025

Stocks were extraordinarily volatile in the mid-1970s with back-to-back bear markets and lots of opportunities for both speculation and protecting portfolios. For obvious reasons, this makes for an attractive risk-reward and many portfolio managers love building allocations with stocks like these. In due time, more were added.

Stock

The TRADE

JULY 23, 2025

Currently, operations cover France, Germany, Cyprus, Ireland, Lithuania, Luxembourg, Malta, and the Netherlands, with hopes to extend to all EU member states in the future.

Asset Management

CNBC: Investing

AUGUST 4, 2025

Artisan Partners' Bryan Krug was recently named outstanding fixed-income portfolio manager by Morningstar. Where he is investing now.

Portfolio Management

The TRADE

JULY 22, 2025

Graham Rodford The exchange has said that the acquisition will allow Archax to expand into Germany and France, as well as enhance its regulatory stack with the additions of advisory, distribution, portfolio management and contract brokerage permissions.

Acquisitions

The TRADE

NOVEMBER 4, 2024

Current head of equity trading and operational portfolio management, Robbert Wijgerse, continues in his role and existing reporting lines remain the same. Berendsen joined Robeco in 2006 as a data and application manager. Bastiaan Berendsen was promoted to head trader at Robeco, based in Rotterdam.

Portfolio Management

CNBC: Investing

JULY 22, 2025

In the bigger, longer-time frame portfolios we managed, this possible pullback is noise and not something to be bothered with. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above.

Investment

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

Portfolio Management

CNBC: Investing

JUNE 17, 2025

The former Neuberger Berman senior portfolio manager said it's extremely hard to predict how these high-stakes trade negotiations would unfold.

Portfolio Management

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."

Investors

CNBC: Investing

JULY 22, 2025

Keith Gangl, portfolio manager at Gradient Investments, joined CNBC's "Power Lunch" to offer his takes on the companies.

Portfolio Management

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

A new driver for leading AI stocks To capture this momentum, major tech companies are building out product portfolios tied to sovereign AI, framing the technology as a catalyst for national economic and industry growth, national security enforcement, and scientific discovery. In addition to Nvidia and AMD, T.

Investment

CNBC: Investing

AUGUST 6, 2025

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

I added the position to my Active Opps portfolio yesterday. 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.

Stock

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. in our Active Opportunities Portfolio. With such strong fundamental, macro and technical backdrops, I think it's time to increase the position size for our investors. I'm looking to increase both of them to above 5%.

S&P

CNBC: Investing

JULY 29, 2025

I've been watching this name for some time to add to my portfolio and have owned this in the past, but Tuesday morning's earnings popped the stock out of the base consolidation. In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Notice the GAAP earnings projection below the chart of $4.27

Portfolio

CNBC: Investing

JANUARY 12, 2024

More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.

Portfolio Management

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

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