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

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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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

MARCH 7, 2024

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

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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.

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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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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

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 Portfolio Economics 110

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

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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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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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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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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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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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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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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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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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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Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

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The TRADE

SEPTEMBER 15, 2023

The newly introduced alternative data function, ALTD <GO>, supports equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

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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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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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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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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 15, 2024

StoneX Group appointed former head of trading at Incline Global Management, Evan Halpern, managing director of fixed income outsourced trading. Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms.

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The TRADE

MARCH 20, 2024

. “ “Whether investors are looking to hedge their portfolios, generate yields, or make directional trades, we have seen heightened interest in the optionality derivatives can provide.

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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.

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The TRADE

APRIL 10, 2024

According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument. In addition, the screening criteria allows investors to make decisions which are aligned with ESG outcomes.

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The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

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Global Newswire by Notified: M&A

JUNE 13, 2023

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. 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. DKK 120 m at PFA Bank A/S at the closing date.

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Bank Banking Portfolio Management M&A 52

The TRADE

MARCH 4, 2024

The deal is intended to allow the multi-asset and broker neutral order and execution management platform to offer integrated execution, order and portfolio management services. Both Neovest and LayerOne Financial champion the open platform approach.

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Peak Frameworks

MAY 17, 2023

Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. Using the combination formula , you can calculate the number of different possible portfolios as follows: 10! / (3!(10 10 - 3)!) = 120 different portfolios. Consider an investor with a portfolio of 15 stocks.

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The TRADE

MAY 2, 2024

The offering allows buy-side traders and portfolio managers to gain exposure to liquidity events in relevant equities that meet their minimum average daily volume (ADV) or pricing thresholds, alongside being able to execute large or illiquid equity trades before entering the market via Appital Turquoise BookBuilder.

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The TRADE

FEBRUARY 7, 2024

Kluth has been promoted to the role after serving as portfolio manager/analyst at the firm over the last two years. Macquarie Group has appointed Dylan Kluth head of equites trading for Asia Pacific, The TRADE can reveal. Before joining Macquarie, Kluth spent nine years at AMP Capital, serving in a variety of senior positions.

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The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

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