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The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Wealth Management

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.

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Research links: keeping things simple

Abnormal Returns

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

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Top clicks this week on Abnormal Returns

Abnormal Returns

theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (humbledollar.com) Why are mortgage rates so high? awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug?

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Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach

Brown Advisory

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.

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Adviser links: financial compassion

Abnormal Returns

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth.

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Podcast links: generational differences

Abnormal Returns

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). trendfollowingradio.com) Corey Hoffstein talks trend and carry with Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.

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Past Performance

The Reformed Broker

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.