CNBC: Investing

FEBRUARY 13, 2024

Bank of America says the market rally will broaden in 2024 and recommends investors pivot to a wider basket of stocks.

Banking 104

Banking Bank Portfolio Investors 104

CNBC: Investing

MARCH 19, 2024

Boost your portfolio's performance by cutting down on tax drag.

Portfolio 80

Portfolio Bank Banking Funds 80

CNBC: Investing

FEBRUARY 20, 2024

Investors are overlooking municipal bonds as they shake up their fixed income portfolios, according to a Bank of America strategist.

Investors 108

Investors Banking Bank Portfolio 108

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

Growth Business

SEPTEMBER 25, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations. Taylor took over from Catherine Lewis La Torre in February this year, stating at the time he’d like to see the bank invest in more UK scale-ups.

Bank 105

Bank Banking Business Economics 105

CNBC: Investing

MARCH 18, 2025

Dividend payers offer stability and can enhance portfolio returns. A few names may have the wherewithal to kick off payments, according to the Wall Street bank.

Portfolio 118

Portfolio Stock Banking Bank 118

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” It’s the second-biggest bank failure in U.S. Silicon Valley Bank did not “fail” in 24 hours.

Bank 123

Bank Banking Funds Government 123

CNBC: Investing

AUGUST 30, 2024

Bank of America identified stocks that could serve as candidates for a call writing strategy.

Stock 112

Stock Portfolio IT Banking 112

Business Standard - FInance

JUNE 16, 2023

Private sector banks' slippages and write-offs from loans restructured after the COVID-19 pandemic are nearly double than that of their state-owned peers, a report said on Friday. It found that the peak of restructured assets in bank books was in September 2022, when the overall quantum of recast loans had touched Rs 2.2 lakh crore.

Bank 96

Bank Banking Portfolio IT 96

Global Banking & Finance

DECEMBER 17, 2024

Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts. Innovative portfolio strategies, such as those incorporating the Dragon Portfolio, […]

Portfolio 76

Portfolio Asset Management Equities Investors 76

Mergers and Inquisitions

FEBRUARY 19, 2025

With investment banking internship recruiting starting earlier and earlier, you also need to win pre-banking internships earlier. People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons.

Capital 59

Capital Bank Banking Recruitment 59

CNBC: Investing

NOVEMBER 21, 2023

The Wall Street bank analyzed the holdings of 735 hedge funds with $2.4 trillion of total equity positions — long and short — as of Sept.

Funds 126

Funds Portfolio Equities Banking 126

CNBC: Investing

NOVEMBER 10, 2023

Investors may dump portfolio losers to cut their tax bill, but a few sharply discounted names could be due for a bounce.

Portfolio 123

Portfolio Banking Bank Investors 123

PE Hub

AUGUST 9, 2023

KKR has made 65 ABF investments globally since 2016 through a combination of portfolio acquisitions, platform investments and structured investments. The post KKR buys Synovus Bank’s $373m portfolio of auto loans appeared first on PE Hub.

Portfolio 67

Portfolio Investment Bank Banking 67

CNBC: Investing

MARCH 24, 2024

TipRanks' analyst ranking service highlights Wall Street's best-performing stocks, including Bank of America and PepsiCo.

Stock 105

Stock Portfolio Banking Bank 105

Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

Mergers and Inquisitions

OCTOBER 16, 2024

“Why investment banking?” and there’s now an overwhelming amount of information online about investment banking. I’ll explain these points here and suggest specific answers to “Why investment banking?” but I’ll start with the short version: Table Of Contents Why Investment Banking: The Short Version “Why Investment Banking?”

Investment Banking 111

Investment Banking Bank Banking Investment 111

CNBC: Investing

OCTOBER 21, 2024

The Wall Street bank has a few tips for investors to get ready. Key provisions in the Tax Cuts and Jobs Act are slated to sunset at the end of 2025.

Banking 69

Banking Bank Portfolio Investors 69

CNBC: Investing

MARCH 13, 2024

Take a few steps now with your portfolio to get ahead of next year's tax bite.

Portfolio 107

Portfolio Banking Bank 107

JD Supra: Mergers

JUNE 28, 2023

Astor Group, a consumer-based advisory firm and merchant bank, announced that Taguchi & Co. a prominent Japanese bakery, has acquired Astor Group’s portfolio company, Brooklyn Brands, a dessert manufacturer that develops and acquires Brooklyn-based bakeries.

Food 130

Food Finance Finance Manufacturing 130

CNBC: Investing

APRIL 1, 2025

Some dividend-paying stocks are poised to hold up in an environment when economic growth is slowing and inflation remains high, the investment bank found.

Stock 71

Stock Portfolio Investment Banking Economics 71

Business Standard - FInance

JULY 3, 2023

Several investors are concerned that since both stocks are among the widely held scrips in their portfolios, it could result in a fire sale of the entity at a beaten-down price.

Equities 98

Equities Mergers Portfolio Bank 98

TechCrunch: M&A

JULY 25, 2023

billion deal in 2017 to procure Gemalto , a company offering digital identification and data protection for industries such as banking. Thales has expended considerable resources in recent years bolstering its cybersecurity offerings through acquisitions. This includes a $5.5 billion ($2.65

Securities 239

Securities Acquisitions Private Equity Portfolio 239

CNBC: Investing

MARCH 24, 2025

The bank highlighted a few of its favorite names. Tough markets call for solid dividends.

Portfolio 72

Portfolio Banking Bank IT 72

CNBC: Investing

JULY 18, 2024

High-yield municipal bonds had a strong first half, according to Bank of America.

Portfolio 87

Portfolio Banking Bank 87

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 133

Portfolio Management Portfolio Economics Management 133

CNBC: Investing

JULY 5, 2024

Of the more than 3,000 companies in the bank's coverage universe, just 26 qualified for the firm's list.

Banking 58

Banking Bank Portfolio IT 58

Global Banking & Finance

DECEMBER 4, 2024

By Terje Solsvik and Gwladys Fouche OSLO (Reuters) -Norway’s government should let its huge sovereign wealth fund sell parts of its Russian portfolio when possible, ending a general freeze in place since 2022 that has prevented divestment, the central bank, which manages the fund, said.

Bank 59

Bank Banking Funds Portfolio 59

Global Banking & Finance

SEPTEMBER 19, 2024

While jewellery pieces are often overlooked as an investment opportunity, their potential within financial portfolios shouldn’t be underestimated. In our current uncertain economic climate, incorporating high-value jewellery into your financial portfolio could be a strategic move… […]

Portfolio 52

Portfolio Investment Economics 52

OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. When it comes to investment banking, there are only so many investment banks that you can choose from. And with the firm recently closing a new $3.25

Private Equity 147

Private Equity Equities Middle Market Funds 147

Global Banking & Finance

DECEMBER 19, 2024

COPENHAGEN (Reuters) – Finland’s Fortum said on Thursday it had agreed to buy a project development portfolio for renewable power from Finnish energy company Enersense for around 9 million euros ($9.37 The portfolio includes 2.6

Portfolio 52

Portfolio IT Business 52

The TRADE

JULY 1, 2024

Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Prior to his tenure at Deutsche Bank, Wilkes spent six years at JP Morgan as an executive director of futures and options and OTC clearing sales.

Bank 64

Bank Banking Sale Trading 64

Global Banking & Finance

JUNE 24, 2024

Mike Ashley’s Frasers buys THG’s portfolio of luxury goods websites (Reuters) -British e-commerce firm THG has agreed to sell its portfolio of luxury goods websites to Mike Ashley’s Frasers Group for an undisclosed sum, it said on Monday.

Portfolio 52

Portfolio IT 52

Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.

Bank 52

Bank Banking IT Management 52

The TRADE

FEBRUARY 20, 2024

UAE national bank Commercial Bank International (CBI) has adopted Bloomberg’s multi-asset risk system (MARS) modules for counterparty risk, market risk and valuation. The bank will now adopt three additional modules of the solution, making MARS its primary risk management system.

Risk Management 64

Risk Management Management Bank Banking 64

Private Equity Info

JANUARY 3, 2025

Private equity firms continue to leverage add-on acquisitions as a strategic tool to accelerate growth, achieve synergies, and expand market reach for their portfolio companies. By targeting niche players within key industries, PE-backed platforms are reshaping competitive landscapes and driving significant value creation.

Portfolio 52

Portfolio Private Equity Investment Equities 52

TechCrunch: M&A

AUGUST 18, 2023

announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. After filing for Chapter 11 bankruptcy protection in April, online wholesale retailer Boxed has been acquired. based regional distributor MSG Distributors, Inc.

Mergers and Acquisitions 208

Mergers and Acquisitions Retail Food Acquisitions 208