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.

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Retail Portfolio Management Numbers Assets 130

Trade Brains

JANUARY 26, 2024

A high NPM could be a starting point for further analysis to determine whether a company is a good investment option. is a retail mall developer and operator and has created a position in the Indian real estate business, whether it is through mega retail malls, entertainment complexes, commercial spaces, or hospitality units.

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Retail Assets Accounting Management 105

The Big Picture

JULY 19, 2023

New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception. The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric. The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric.

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Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. Today, Angel One Limited offers a comprehensive digital investment solution, encompassing stock, currency, and commodity broking, margin trading, depository services, and mutual fund distribution.

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Planning Financial Services Retail Distribution 59

The Big Picture

FEBRUARY 4, 2024

Wall Street Journal ) • The War on ‘Woke Capital’ Is Backfiring : Republicans want to outlaw state investment in funds they see as tainted by progressive ideology. He is the portfolio manager for the Quality Fund ( GQETX ). They’ll probably just get lower returns. ( company, in a process riddled with conflicts of interest.

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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.

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Manufacturing Portfolio Management Valuation Retail 52

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

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.

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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.

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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.

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Engineering Retail Manufacturing Investing 93

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

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. ’cause bad things can happen to undifferentiated retailers. Things get worse at one of the companies that I’ve invested in. Tell us about that.

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Management Investing Investments Retail 259

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.

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Financial Advisor Clients Taxes Investing 277

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.

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Clients Investing Investments Management 154

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

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.

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Economy Manufacturing Clients Economics 98

Random Roger's Retirement Planning

APRIL 7, 2024

Leverage used in this manner is not that new but maybe sort of new with retail accessible funds although I would note PIMCO has done this in mutual funds since at least 2008. Some portfolio managers might very well be constrained that they have to own bonds, chances are you are not constrained in that manner.

Management 77

Management Portfolio Portfolio Management Risk Management 77

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. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit. And the key is the difference for people investing early. They run about a $1.5

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Management Investing Investments Assets 215

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.

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Healthcare Retirement Investing Investments 59

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.

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Portfolio Investing Investments Numbers 130

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.

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Assets Planning Financial Market Retail 111

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. Our portfolio managers see the sell-off as an opportunity to take advantage of these uneven price movements. Thu, 10/01/2015 - 09:32.

Investing 52

Investing Investments Economy Government 52

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Tell us a little bit about that experience. TROPIN: Yeah.

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Management Assets Risk Management Valuation 296

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.

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Assets Investing Investments Management 277

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

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. Those are the building blocks.

Risk Tolerance 52

Risk Tolerance Taxes Portfolio Clients 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

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 Big Picture

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

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Management Investing Investments Economy 286

The Big Picture

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, so Bill, bit of a germaphobe, but he, you know, in mid-February, he has been reading, he’s a voracious consumer of, everything’s kind of a funnel to him and internalizes it in these investment theses.

Retail 130

Retail Government Economy Economics 130

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. VASSALOU: Yes.

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Assets Management Portfolio Marketing 164

The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. That’s a Graham approach investing, buy a bond with price appreciation. You’re known as the dean of valuation.

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Valuation Education Government Numbers 289

The Big Picture

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

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Investing Investments Marketing Marketing 143

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. in Colorado.

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Clients Investing Investments Assets 143

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.

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Investing Investments Assets Insurance 130