Portfolio and Portfolio Management - Investment Banking Today

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

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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

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.

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How investors can use these high-yielding assets to diversify their portfolios

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.

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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

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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

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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

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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.

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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

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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

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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.

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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

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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

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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.

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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.

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

The TRADE

JUNE 27, 2023

The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.

Portfolio Management

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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.

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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.

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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.

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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

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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

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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

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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

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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

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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.

Portfolio Management

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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

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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

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

Replicating Portfolio

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio

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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

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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

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

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.

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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

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What is an Investment Portfolio?

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio

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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

Broadridge’s LTX launches new AI capability for traders

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

Trading Portfolio Management Portfolio Investment

Small-cap stocks are lagging in 2024, but investors shouldn’t avoid them, says portfolio manager

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.

Portfolio Management

Portfolio Management Investors Portfolio Management

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

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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

AI investor on why Nvidia's valuation isn't crazy and his top picks in the space

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.

Portfolio Management

Portfolio Management Valuation Investors Portfolio

When Tech Can Create Value Destruction

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Portfolio Management

Portfolio Management Private Equity Portfolio IT

Apple analysts shrug off Warren Buffett's big sale, remain bullish on the tech giant

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.

Portfolio Management

Portfolio Management Valuation Sale Portfolio

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

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

Trending Sources

Bloomberg unveils portfolio management offering

How investors can use these high-yielding assets to diversify their portfolios

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Replicating Portfolio

Virtu Financial partners with Limina to enhance buy-side workflows

Pimco vice president joins Payden & Rygel as fixed income trader

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

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

What is an Investment Portfolio?

Fengate names McKenna as real estate president

Broadridge’s LTX launches new AI capability for traders

Small-cap stocks are lagging in 2024, but investors shouldn’t avoid them, says portfolio manager

State Street Global Advisors equity trader and VP departs

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

AI investor on why Nvidia's valuation isn't crazy and his top picks in the space

When Tech Can Create Value Destruction

Apple analysts shrug off Warren Buffett's big sale, remain bullish on the tech giant

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