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What is an Investment Portfolio?

Peak Frameworks

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

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Mediobanca shares slide 8% following revenue miss, NII guidance lowered

Global Banking & Finance

For the current fiscal year, the bank now sees flat net interest income (NII) as it prioritizes growing total financial assets by attracting […]

Shares 52
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Convertible Securities

Wall Street Mojo

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. How many shares will a shareholder get if he has invested $1,000 in the company?

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Digital assets and traditional finance: Can two parallel lanes converge?

The TRADE

Impacts on infrastructure Market infrastructure is being reshaped by digital assets through the introduction of new methodologies for ownership, transferability and transparency. Unlike traditional financial assets, digital assets leverage blockchain technology, enabling peer-to-peer transactions without the need for intermediaries.

Finance 131
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Navigating the M&A Landscape: How to Maximize Return On Your Privately Held Business

Sun Acquisitions

For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment. Conduct a thorough evaluation of your financials, assets, market position, intellectual property, and growth potential.

M&A 59
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The tough task facing the Australian securities regulator

Bronte Capital

Bluntly - this is the biggest pool of disengaged money on the planet - with large amounts of financial assets held by people of middling to no financial sophistication. Financial institutions in Australia have been fattened on fees from these collected savings. I personally have been a beneficiary.

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Private Equity Value Creation: Equally Viable Alternative to PE Deal Teams?

Mergers and Inquisitions

When interest rates were at ~20% in 1980 and fell substantially over the next few decades, virtually all financial assets benefited: Corporate bonds, equities, and private equity. These teams do not seem to recruit many people with a traditional investment banking background, presumably because bankers are clueless operationally.