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.
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.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
The TRADE
JUNE 27, 2023
Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our
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.
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.
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.
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.
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.
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.
Impax Asset Management to acquire corporate credit business from partner firm Formuepleje Group
The TRADE
JANUARY 10, 2024
Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Upon completion, Impax’s newly combined global team will have pro-forma fixed income assets under management and advice of £1.6 The sum has not been disclosed.
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.
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.
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.
Fidelity Investments taps MFS Investment Management for new senior trader
The TRADE
AUGUST 1, 2024
Lambert joins Fidelity from MFS Investment Management where she spent the last five years, most recently serving as investment officer, fixed income trader. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Excited for a new challenge and opportunity to continue learning!”
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.
Here's where top income fund manager Hilda Applbaum is putting money to work
CNBC: Investing
AUGUST 15, 2024
Capital Group portfolio manager Hilda Applbaum looks for idiosyncratic opportunities where an out-of-favor stock has a chance to grow over the long run.
Multi-Manager Hedge Funds: A Meritocratic Paradise or a Revolving Door of Burnout?
Mergers and Inquisitions
DECEMBER 6, 2023
Almost all conversations about buy-side roles eventually turn to multi-manager hedge funds , also known as “pod shops.” Multi-manager hedge funds promise investors solid risk-adjusted returns with low volatility; no matter what the broader market does, you’ll make money if you invest in them. Do Multi-Manager Hedge Funds Deliver?
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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%
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.
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.
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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.
SSGA launches first actively managed corporate and municipal target maturity ETFs in the US
The TRADE
SEPTEMBER 24, 2024
State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.
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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.
People Moves Monday: UBS, MEAG, Northern Trust Asset Management and more…
The TRADE
JUNE 24, 2024
Before joining MEAG, Malakis held senior sales positions with international asset managers, including Generali Insurance, Vanguard International and Schroders. Northern Trust Asset Management appointed Naoto Komoro to lead its asset management business in Japan.
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.
Daiwa Capital Markets Europe selects former Jefferies MD for new head of equities
The TRADE
JANUARY 5, 2024
Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. He began his career as a junior portfolio manager at RSA covering US equities.
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Allianz Global Investors taps UBS Asset Management for new head of equity Europe core and value
The TRADE
AUGUST 29, 2023
Vahid joins AllianzGI from UBS Asset Management where he served in a variety of roles over the last 20 years. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.
Citadel trader joins Ilex Capital
The TRADE
SEPTEMBER 5, 2024
Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.
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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.
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NJ Asset Management streamlines order management and compliance management with Bloomberg solutions
The TRADE
JULY 27, 2023
Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.
Kepler’s Ellipsis AM set to acquire Rothschild AM convertible bond business
The TRADE
APRIL 5, 2024
Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.
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