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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Trending Sources
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.
FCA Publishes Findings on Private Market Valuation Practices
JD Supra: Mergers
MARCH 7, 2025
A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows
The TRADE
JUNE 27, 2023
The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.
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.
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.
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.
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.
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.
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.
Clearwater agrees to buy investment management platform Enfusion for $1.5B
TechCrunch: M&A
JANUARY 13, 2025
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
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%
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.
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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Replicating Portfolio
Wall Street Mojo
FEBRUARY 9, 2024
What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.
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Where this Morningstar top-rated female fund manager is putting money to work
CNBC: Investing
MARCH 21, 2025
Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.
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.
What is an Investment Portfolio?
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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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.
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.
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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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.
When Tech Can Create Value Destruction
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.
Apple analysts shrug off Warren Buffett's big sale, remain bullish on the tech giant
CNBC: Investing
AUGUST 6, 2024
A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.
Bloomberg expands portfolio of thematic indices with new MVP index and pricing power index
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.
Portfolio 69
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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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Fidelity Investments taps MFS Investment Management for new senior trader
The TRADE
AUGUST 1, 2024
Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).
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.
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