article thumbnail

MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. She also leads the firm’s environmental, social and governance research. His podcast is “ The Sherman Show.”

Banking 130
article thumbnail

Wednesday links: portfolio entropy

Abnormal Returns

finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. (onveston.substack.com) Not all share buybacks are created equal. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. wsj.com) Apple Apple ($AAPL) is boosting existing subscription prices including Apple TV+.

Portfolio 240
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Yes Bank vs IDFC Bank – Financials, Future Plans & More

Trade Brains

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 7,250 crores at Rs.

Banking 104
article thumbnail

The Bank Run of 2023

The Reformed Broker

On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. The post The Bank Run of 2023 appeared first on The Reformed Broker.

Banking 130
article thumbnail

Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings

Trade Brains

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

article thumbnail

At the Money: Managing a Portfolio in a Higher Rate Environment

The Big Picture

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. My stock portfolio is recovering. In this new interest rate regime, TINA is no more. amongst institutional traders.

Portfolio 154
article thumbnail

Adviser links: reducing portfolio volatility

Abnormal Returns

riaintel.com) Turnqey wants to be for crypto 'what is Plaid for banking assets.' riabiz.com) Banks want to become advisers. Advisers want to become banks. (kitces.com) Crypto Securitize is buying Onramp. investmentnews.com) The biz Goldman Sachs ($GS) is expected to sell the former United Capital business.

Portfolio 130