David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. The article points out trades ranging from $1 – $5 Million from June 2021 – June 2022. Just ask Martha Stewart.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

Carson Wealth

JANUARY 16, 2024

In fact, the balanced portfolio above was only in the top three on one occasion, and that was 2008. Commodities moved from the worst performing asset class in 2020 to one of the best in 2021 and 2022 and right back down to the worst performing last year. The volatility of the past three to four years is a great example.

Investments 96

Investments Investing Marketing Marketing 96

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We had really good 2021 in terms of inflows. And at the end of 2021, we’re talking about $120 billion — RITHOLTZ: Wow. BERRUGA: Yeah. I mean, just in the U.S.,

Clients 162

Clients Investments Investing Management 162

Carson Wealth

JANUARY 2, 2024

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). There are three primary reasons confidence is rising.

Marketing 88

Marketing Marketing Economy Manufacturing 88

The Big Picture

FEBRUARY 28, 2023

Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically. And so, let me just create a little bit of context for — RITHOLTZ: Sure. LAYTON: — some of the differences in valuation that have been out there.

Investments 147

Investments Clients Investing Assets 147

The Big Picture

MAY 9, 2023

That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses. And at the time, we were going through a lot of regulatory change. Capital rules were changing.

Assets 299

Assets Clients Investments Investing 299

Sara Grillo

FEBRUARY 13, 2023

Wursthorn, 2021, as per Sullivan, 2021 Did we convince you that ESG sucks (yet)? 2021, March 16). link] Wursthorn, Michael, (2021). Senator Dan Sullivan of Alaska proposed that portfolio managers or portfolio management companies are not allowed, should not be allowed to vote proxies of index funds.

Investments 72

Investments Investing Clients Portfolio 72