Remove Compliance Remove Financial Services Remove Government Remove Portfolio Management
article thumbnail

Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% Companies with SBA pursue sustainable strategies that have the potential to strengthen financial performance and increase shareholder value. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52
Insiders

Sign Up for our Newsletter

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

article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% Companies with SBA pursue sustainable strategies that have the potential to strengthen financial performance and increase shareholder value. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52
article thumbnail

Market Commentary: Weak Seasonality Still in Play

Carson Wealth

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Some of this is because of a potentially increased supply of Treasuries, as the government attempts to cover a rising deficit. As a result, several bearish analysts are changing their tunes.

article thumbnail

Transcript: Robyn Grew

The Big Picture

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. So, GOG, discretionary portfolio management. Let’s round it up to 145 as much as my compliance people hate when I do that.

Clients 152
article thumbnail

Transcript: David Layton

The Big Picture

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And as a result of that, this environment that we’re in is going to initiate a period of natural selection, whereby the strong firms will get stronger, and the weak firms will struggle and struggle to raise new capital.

Clients 141