The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. And that was in June of 2024. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. The median life expectancy for people who have EGFR exon 20 is 16 months. That, in fact, that would began life as a research paper.

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Random Roger's Retirement Planning

MARCH 4, 2025

The next time equities take off, I don't think they would keep up but Opportunistic Alts was way ahead of 60/40 in 2023 and slightly ahead in 2024. Using Opportunistic Alts' asset class weightings I backested the following against VBAIX. The Merger Fund is a client and personal holding.

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The Better Letter

JANUARY 2, 2025

2024 Forecasting Follies In the Star Trek universe, the Kobayashi Maru is a Starfleet Academy training exercise for future officers in the command track. 2024 wasn’t any different. It was no different in 2024, but the relative normality of the year didn’t improve the forecasts any. Thanks for reading.

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Carson Wealth

APRIL 4, 2025

Thats because Lesotho exported about $237 million of goods to the US in 2024 (mostly diamonds and Levis jeans), while they imported only about $7 million worth of products from the US (they cant really afford to buy a lot of American products). Theres also the problem of stranded assets for US companies. Thats not the case today.

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Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

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The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. He is a co-investor with football legend Tom Brady in several sports assets, including a Pickleball team , Birmingham City FC in the English Football League, and an endurance auto racing team.

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Advisor Perspectives

JANUARY 16, 2024

As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.

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Advisor Perspectives

DECEMBER 9, 2023

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

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Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. The year 2022 was painful across asset classes (sorry to bring it up!),

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The Big Picture

JANUARY 16, 2024

I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. And, and it was a way for individual investors to a own assets in a small slice, they could never access themselves. It just wasn’t doing it for me.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

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Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance & investment planning, risk, return & asset allocation, equity markets, analysis, investing, mutual funds and strategies for wealth creation. By completing the course, you will be able to build your investment portfolio in various ways and understand the importance of financial planning.

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Trade Brains

SEPTEMBER 14, 2024

which will open on 16 th September 2024. The issue will close on 19 th September 2024 and be listed on the exchange on 24 th September 2024. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

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Trade Brains

FEBRUARY 19, 2024

Operating Margin 17.30% Net Profit Margin 8.90% Best Debt-Free Stocks Under Rs 500 #5: Nippon Life India Asset Management Ltd Nippon India Mutual Fund was registered with the Securities ​​& Exchange Board of India (SEBI) on June 30, 1995, as an asset management company (AMC). .) ₹ 34,150 EPS(TTM) 7.25 Stock P/E 60.9

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Trade Brains

FEBRUARY 19, 2024

Operating Margin 17.30% Net Profit Margin 8.90% Best Debt-Free Stocks Under Rs 500 #5: Nippon Life India Asset Management Ltd Nippon India Mutual Fund was registered with the Securities ​​& Exchange Board of India (SEBI) on June 30, 1995, as an asset management company (AMC). .) ₹ 34,150 EPS(TTM) 7.25 Stock P/E 60.9

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So, so you’ve held analyst roles and a number of asset managers.

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Trade Brains

OCTOBER 23, 2024

In the quarter that ended September 2024, FIIs increased their stake in Adani Energy Solutions Ltd from 15.53 percent in the June quarter of 2024, to 18.66 percent stake in September 2024. In the quarter that ended September 2024, FIIs increased their stake in Indus Towers Limited from 23.15 What should you buy or sell?

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Trade Brains

JANUARY 26, 2024

They have assets in Mumbai, Bengaluru, Chennai, Pune, Raipur, Agra, Indore, Lucknow, Bareilly, and Ahmedabad. million square meters spread across retail, hospitality, commercial, and residential asset classes. .) ₹ 47,239 EPS(TTM) 51.69 It operates approximately 0.64 Stock P/E 40.76 Price to Book Value 4.26 crore folios.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today.

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Whilst that means missing out on a few more winners, the numbers suggest it will increase our portfolio’s chances of survival in the long run! but our minds were more focused on thinking about the losers.

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The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

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Carson Wealth

FEBRUARY 1, 2024

Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience. This marks Carson Group’s first deal of 2024, solidifying its reputation as a rapidly expanding force in the financial services industry.“We

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WiserAdvisor

JANUARY 3, 2024

For instance, in 2024, the contribution limit for 401(k) accounts is set to increase to $23,000, marking a $500 uptick from the previous limit. The catch-up limit remains at $7,500 in 2024, just as it was during the last year. Real estate also serves as an effective diversification tool in a well-rounded investment portfolio.

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Trade Brains

JULY 4, 2024

Nuvama are more than just asset managers. Asset Management segment Nuvama with this segment is focused on providing portfolio management services (PMS) and investment management services for alternative investment funds. They’re the alchemists who transform vast wealth into strategic investments.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Tell us a little bit about how that back and forth works. Why aren’t you?

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The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? We discuss the best ways to avoid the funds that charge high fees but fail to provide the benefits of active management. Let’s start with the basics.

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The Big Picture

DECEMBER 14, 2023

Politico ) • Small segment of voters will wield outsize power in 2024 presidential race : The electoral college system empowers a sliver of the U.S. The Guardian ) Be sure to check out our Masters in Business with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets.

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The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Where, you know, what’s the upside when you invest in a bond?

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Discipline Funds

JUNE 15, 2023

The more likely scenario is that we’re moving into 2024 and the Fed starts hinting at some policy normalization and then can start easing rates down as 2024 unfolds. They’re much more likely to be a 2024 story. So the odds of a rate cut in 2023 are very low. But rate cuts are not a 2023 story.

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MarketWatch

JUNE 18, 2023

which manages $10 billion in assets, said his firm believes that “inflation is here to stay and risks becoming entrenched unless the Fed raises rates much more than the market is currently expecting.”Theoretically, The average performances for each month is -0.3% for June, +1.4% billion from Mount Pleasant, S.C. “We

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The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. I wanna say it’s about $179 billion in client assets.

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The Big Picture

DECEMBER 12, 2023

And the assets under management were smaller. And the fact that you’re trying to bundle it up into a terminal value in, unless the assets are cash or convert to cash. So, so you set to retire as portfolio manager this year, you mentioned your two successors. Magellan had more than that.

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The Big Picture

DECEMBER 16, 2023

The Atlantic ) Be sure to check out our Masters in Business with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets. Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

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The Big Picture

OCTOBER 5, 2024

I worked at a small asset manager in Kentucky called Hilliard Lyons. And I think also for, you know, there’s a chart, the distribution of financial assets from the Federal Reserve. It’s 00:22:24 [Speaker Changed] A distribution of financial assets. So it shows the breakdown of wealth. By William Gibson.

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