The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. This is the first time they’re putting out a product for retail. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.

Valuation 130

Valuation Investing Investments Assets 130

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 79

Management Portfolio Portfolio Management Risk Management 79

Validea

AUGUST 12, 2022

In an article for Morningstar , John Rekenthaler offers 5 red flags that investors should be on the lookout for, as they could signal an investment is really a speculation in disguise: “No track record.” Brand-new investments have the advantage of high expectations, because they haven’t failed…yet. A lack of cash.” Special membership.”

Retail 59

Retail Portfolio Management Investing Investments 59

Trade Brains

OCTOBER 22, 2023

Best Small Cap Stocks With High ROE: In the dynamic world of investing, small-cap stocks have long been the hidden gems that catch the eye of investors. ROE is a useful tool for investors who want to gauge the financial health of a company and make informed investment decisions. But, at the same time, these stocks come with huge risks.

Engineering 81

Engineering Retail Manufacturing Investing 81

Trade Brains

JUNE 2, 2023

A complete Angel One Review: One of the leading broking service providers, Angel One is the largest full-service retail broker of India. With modern and functional trading platforms, angel one serves their best when it comes to investment and trading advisory services. Q uick link to open your FREE account with Angel one. 20 per trade.

Accounting 52

Accounting Clients Retail Certification 52

The Better Letter

FEBRUARY 23, 2023

Many portfolio managers must publicly disclose their holdings on a quarterly basis. When I worked institutionally, at the end of every quarter, some managers would prepare to “have their picture taken” by getting rid of problematic holdings. We have unrealistic expectations about our investments, too.

Portfolio 71

Portfolio Clients Management Portfolio Management 71

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. The platform has various plans for retail traders and institutional brokers Features:- Thousands of trading robots and indicators can also be downloaded for free from the MQL5 Codebase.

Assets 105

Assets Planning Financial Market Retail 105

The Irrelevant Investor

OCTOBER 2, 2021

There's room for multiple players in the direct indexing space, but the jockey I'm riding is Franklin , who just acquired O'Shaughnessy Asset Management. Institutional money has been building custom indexes for a long time, but retail investors are just starting to gain access to it. Here are just a few of the things it can do.

Risk Tolerance 52

Risk Tolerance Taxes Portfolio Clients 52

Brown Advisory

AUGUST 11, 2023

MMM 19% “Ongoing weakness in electronics, soft discretionary retail spend patterns and mixed industrial.” These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Economy 98

Economy Manufacturing Clients Economics 98

Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on. Investing in the stock market requires basic knowledge, to start with.

Healthcare 59

Healthcare Retirement Investing Investments 59

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. For most of the last century, investing was a lot more art than science.

Investing 154

Investing Investments Portfolio Valuation 154

Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. They run about a $1.5

Management 215

Management Investing Investments Assets 215

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Bond investments should always be matched to an investor’s goals—they aren’t one-size-fits-all. A Focus on Inflation and Debt.

Marketing 52

Marketing Marketing Commission Government 52

Brown Advisory

SEPTEMBER 3, 2015

Nevertheless, we believe that a discriminating investment strategy toward China and neighboring emerging markets has the potential to yield meaningful long-term gains, especially from growth in China’s middle class. China’s annual retail cosmetic sales increased more than 20% from Jan. By Paul Chew, CFA, Head of Investments.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

JUNE 14, 2017

Municipal SMAs: Behind the Velvet Rope of Regulation achen Wed, 06/14/2017 - 09:19 At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. This is why we believe that competent research and portfolio management are so important today.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. This limits the available investment universe and helps solidify the value of professional management. Municipal SMAs: Behind the Velvet Rope of Regulation.

Compliance 52

Compliance Retail Clients Management 52

The Irrelevant Investor

JULY 23, 2018

I recently spoke with Michael Samuels about my book and investing in general. Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. They've done well investing in things that don't change, so if I had to pick just one, this would probably be my choice.

Portfolio Management 52

Portfolio Management Banking Financial Services Valuation 52

Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Bloomberg Aggregate, which is a bond index representing the overall investment-grade U.S. 0:17 Ryan Kelley: Thanks. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

Trade Brains

JULY 23, 2022

Free equity investments | Flat ?20 Zerodha is the biggest and the best stockbroker in Indian with over 4 million clients that make up the +15% of daily retail trading volumes on Indian stock exchanges. . Here are a few key points and features to know about Zerodha stock broker: Long term investment/Delivery Brokerage Charges: Rs 0.

Accounting 52

Accounting Financial Services Insurance Planning 52

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. I found the conversation to be absolutely fascinating, and I think you will also.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Brown Advisory

DECEMBER 2, 2015

Here are some of our recent purchases, yielding between 4% and 6%: Synovus Financial , a commercial and retail bank operating primarily in the Southeastern U.S., We consider Synovus, based in Columbus, Georgia, an attractive target for acquisition or an upgrade to an investment-grade rating. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. He’s only responsible for $7.3 I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Clients 154

Clients Investing Investments Management 154

The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists.

Assets 259

Assets Investing Investments Management 259

Brown Advisory

SEPTEMBER 3, 2015

Firms that generate big returns on invested capital are especially attractive. The company has generated an annual return on invested capital (ROIC) exceeding 30% during the past five years, demonstrating that a company with a solid business model can flourish even in a grim economy. By Paul Chew, CFA, Head of Investments.

Economy 40

Economy Economics Asset Allocation Clients 40

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. Investment spending is also rising, across high-tech, trucks, and aircrafts. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. And at the SAC Capital, it was all about risk management. VASSALOU: Yeah.

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

DECEMBER 17, 2023

My Sunday morning look at incompetency, corruption and policy failures: • Retailers have a crime problem. Retail Dive ) • Guns are seized in U.S. New Yorker ) 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.

Retail 130

Retail Portfolio Management Numbers Assets 130

Brown Advisory

OCTOBER 1, 2015

Investment Perspectives | China's Shock. The Chinese market is, like those of many emerging nations, institutionally underdeveloped and subject to inflows and outflows of retail investors. Hedge funds, with both long and short exposure, can also help reduce portfolio risk and volatility. Thu, 10/01/2015 - 09:32.

Investing 52

Investing Investments Economy Government 52

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. M1 Finance 2.

Accounting 69

Accounting eCommerce Investing Investments 69

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. They run about $10 billion across all sorts of really fascinating investing lines. They really look anywhere and everywhere. Tom Wagner, welcome to Bloomberg.

Investing 130

Investing Investments Assets Insurance 130

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.

Math 59

Math Assets Government Engineering 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: — of hedge funds investing in distressed at that time in the mid ‘90s.

Assets 277

Assets Investing Investments Management 277