CNBC: Investing

APRIL 10, 2024

Investor Kevin Simpson doesn't just look for names with high payouts. Here's his strategy and some of his top picks.

Investors 82

Investors Portfolio Stock 82

CNBC: Investing

JANUARY 12, 2024

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

Portfolio Management 103

Portfolio Management Portfolio Management Investors 103

The TRADE

OCTOBER 8, 2024

Euronext has launched an expanded range of single stock options from Germany, Ireland and Portugal, strengthening its European derivatives offering. The firm is introducing 21 new German single stock options, completing its coverage of all DAX 40 index constituents, as well as six Irish and four Portuguese single stock options.

Stock 69

Stock Trading Risk Management Investors 69

Peak Frameworks

JULY 20, 2023

This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s. It hinges on a few key concepts: Risk and Return Investors want high returns but are averse to risk. MPT quantifies the trade-off and provides a framework for the optimal selection of assets.

Portfolio 40

Portfolio Investors Finance Finance 40

CNBC: Investing

OCTOBER 9, 2023

Oakmark Funds' Bill Nygren thinks energy stocks deserve a place in the portfolio, especially when the market experiences heightened volatility like right now.

Stock 107

Stock Portfolio Investors Funds 107

Global Banking & Finance

JULY 15, 2024

By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.

Portfolio 40

Portfolio Portfolio Management Investors Shares 40

Peak Frameworks

AUGUST 15, 2023

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. Similarly, liquidity needs can affect portfolio construction.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

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 107

Portfolio Management Portfolio Investors Stock 107

CNBC: Investing

JULY 27, 2023

Covered calls are a two-pronged strategy that involves buying a stock and then selling a call option to another investor.

Stock 98

Stock Portfolio Investors 98

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 51

Portfolio Management Investors Portfolio Management 51

CNBC: Investing

JULY 25, 2023

High-yielding stocks could become increasingly important for investors' portfolios, according to Trivariate Research's Adam Parker.

Stock 98

Stock Portfolio Investors 98

CNBC: Investing

MARCH 26, 2024

Diversification is an uncomfortable – but necessary – topic for investors, even with stocks near highs.

Stock 78

Stock Portfolio Trading Investors 78

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. The shares of the company are bought out and delisted from the public stock exchange that the company trades on.

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Explore the role of private equity now.

Investors 130

Investors Private Equity Equities Debt 130

Global Banking & Finance

APRIL 25, 2024

An Introduction to Commodity Trading for Individual Investors Commodity trading, a critical component of the global financial landscape, offers individual investors a path to diversify their portfolios beyond traditional stocks and bonds. By […]

Investors 40

Investors Trading Portfolio Stock 40

CNBC: Investing

AUGUST 5, 2023

Wall Street analysts say investors should buy these stocks.

Stock 98

Stock Portfolio Investors 98

CNBC: Investing

MAY 1, 2024

While Big Tech valuations look reasonable to Barclays, the firm said they're "not the only game in town" and suggested investors diversify their portfolios.

Valuation 102

Valuation Portfolio Investors Stock 102

CNBC: Investing

FEBRUARY 27, 2024

Nvidia is still under-owned by portfolio managers even after the chipmaker's jaw-dropping advance.

Portfolio Management 112

Portfolio Management Portfolio Investors Stock 112

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.

Bank 101

Bank Banking Portfolio Investors 101

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 118

Portfolio Bank Banking Investors 118

CNBC: Investing

JUNE 22, 2023

The Clouty Music, Media and Entertainment ETF (TUNE) began trading Thursday with 50 stocks in its portfolio.

Trading 98

Trading Entertainment Media Portfolio 98

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 67

Portfolio Management Valuation Investors Portfolio 67

Peak Frameworks

AUGUST 15, 2023

The Fear and Greed Index is a valuable gauge that attempts to quantify what many think cannot be measured – the emotional state of investors in the stock market. The Fear and Greed Index gauges the primary emotions driving investors: fear and greed. stock market plunge saw this indicator drop significantly, signaling fear.

Investors 52

Investors Stock Risk Management Investment 52

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

CNBC: Investing

JUNE 27, 2024

Preferred stocks can enhance portfolio income and do so at a tax-advantaged rate, but they bring plenty of complexity and risk.

Portfolio 48

Portfolio Investors Stock 48

CNBC: Investing

JULY 25, 2023

Betting against this tech ETF can help investors shore up their portfolios, according to Goldman Sachs.

Portfolio 98

Portfolio Investors Stock 98

Barkclays

FEBRUARY 9, 2021

Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation. Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.

Retail 40

Retail Stock Investors Portfolio 40

OfficeHours

JUNE 6, 2023

It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds. VC investors provide capital to startups and small businesses in exchange for equity ownership. Venture capital focuses on early-stage companies with high growth potential.

Private Equity 147

Private Equity Equities Debt Investment 147

Peak Frameworks

JULY 20, 2023

A stock market crash is an event that can have a significant impact on investors and financial markets. A stock market crash is typically triggered by a combination of economic factors and investor psychology. Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations.

Stock 40

Stock Economics Risk Management Investors 40

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock.

Securities 98

Securities Investors Shares Financial Modeling 98

Life on the Buy Side

APRIL 15, 2019

As the greatest investor of all time, you would be wise to pay attention when he has something to say. That said, though, what if I told you Buffett’s Berkshire Hathaway letters are not the best investor letters out there? That changed when some of his relatives asked for his advice on what stocks they should own.

Investment 130

Investment Investors Portfolio Management Stock 130

The TRADE

NOVEMBER 23, 2023

JP Morgan has become the first issuer to launch Hong Kong dollar pair FX warrants, set to be traded on the Hong Kong stock exchange as of today, 23 November. The development is set to enable investors to further diversify their portfolios, offering an alternative investment tool.

Investors 64

Investors Trading Electronics Stock 64

The TRADE

OCTOBER 16, 2024

With the advent of an ever-more technologically innovative and globally connected capital markets sphere, fixed income emerging markets (EM) have demonstrably become an increasingly appealing area of interest for investors. Since last year EM fixed income was expected to do well however, currently market changes are yet to pass.

Trading 59

Trading Investors Portfolio Investment 59

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. rn rn rn Going public as a company involves facing market dynamics and investor behaviors that may not align with pre-IPO expectations.

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M&A Acquisitions Business Public Trading 130

The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. But some subsectors, such as beauty, fragrance, residential services and medical spas, remained active as risk-off investors shifted deal activity toward categories they view as less discretionary, according to Leonhardt.

M&A 64

M&A IPO Retail Medical 64

The TRADE

AUGUST 2, 2024

In absolute terms, stocks in the MSCI World Index will generate a reasonable return of some 7% per year in local currency terms over the next five years. This means fixed income will offer a more favourable risk-adjusted return than stocks. Investors should, then, allocate more to fixed income and especially corporate bonds.

Economics 52

Economics Equities Investors Trading 52

Business Standard - FInance

JUNE 25, 2023

against the US currency in the opening trade on Monday amid gains in local stocks and losses in the dollar against major rivals in global markets. Foreign Portfolio Investors (FPIs) were net sellers in the capital market on Friday as they offloaded shares worth Rs 344.81 The rupee traded almost flat at 81.95 on Friday.

Trading 52

Trading Capital Market Portfolio Shares 52