The Big Picture

MARCH 20, 2024

Portfolio management was a lot less evidence-based than it is today. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. And everyone answers for, except for the person they hire, whose answer was, what number did you have in mind? What’s two plus two.

Investing 152

Investing Investments Portfolio Valuation 152

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 152

Clients Investing Investments Management 152

The Big Picture

AUGUST 29, 2023

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. And it worked out and had multiple job offers coming out of school from a number of different insurance companies. And Greg Davis just does an amazing job. I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 16, 2024

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. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options.

Assets 258

Assets Investing Investments Management 258

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? If you don’t have children while young, odds decrease that you will have children, and a higher number of them.

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. By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. RITHOLTZ: There’s safety in numbers. The numbers are correct. MIELLE: Exactly. MIELLE: Correct.

Assets 274

Assets Investing Investments Management 274

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing. People are buying junk.

Management 258

Management Investing Investments Retail 258