The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. DAVIS: We definitely saw a number of clients who started embracing money markets.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. He is portfolio manager at Orbis Holdings.

Investments 130

Investments Investing Clients Management 130

Brown Advisory

JANUARY 17, 2024

Even with 75% accuracy we only move from an investable universe where 30% of constituents outperform to now selecting the portfolio from a pool with a 56% win rate. We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. This is why industry hit rates are so low. 13 It’s a win-win.

Investments 52

Investments Investing Portfolio Compliance 52

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And Bank of America called me and said, would you like to be director of research and strategy? 00:24:08 [Speaker Changed] You, you want to do a preliminary sort and say, what would a good looking bank look like? What would a well-managed savings and loan look like? So I took that.

Management 265

Management Investments Investing Retail 265

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. What about what happened with a lot of banks during the financial crisis?

Assets 286

Assets Investing Investments Management 286

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right?

Investing 130

Investing Investments Valuation Portfolio 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? Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Banking Government 59

Abnormal Returns

NOVEMBER 27, 2024

sherwood.news) Fund management How a portfolio manager allocates trades matters. sherwood.news) Microstrategy ($MSTR) math doesn't math. ft.com) Matthew Klein talks with Austan Goolsbee, the president of the Federal Reserve Bank of Chicago. (axios.com) Markets are, for now, shrugging off tariff threats.

Math 147

Math Portfolio Management Portfolio Media 147

The Big Picture

MAY 21, 2024

The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. They got bought by Bank America. And I think you will also, with no further ado, my discussion with Bank of America’s Savita. I’m kind of in intrigued by the idea of philosophy and math.

Numbers 148

Numbers Management Banking Marketing 148

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. And so we, we get this contract written and I go off to grad school assuming I would go work at a big bank doing sales and trading in some quant role.

Portfolio 148

Portfolio Management Marketing Marketing 148

The Big Picture

APRIL 8, 2024

00:08:45 [Speaker Changed] Didn’t they end up getting purchased by, was it Deutsche Bank? Something by Deutsche Bank? Did you want to go to a big bank or is that what led to the next step in your career? I’d been ranked i i back in the seventies, if you can do the math. 00:08:49 [Speaker Changed] Right.

Economy 148

Economy Clients Banking Economics 148

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. I started out math and, and physics, and in high school I was a rock star in math and physics.

Portfolio 148

Portfolio Banking Management Portfolio Management 148

The Big Picture

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. You talk about hotels, Airbnb, and then the banks were having people draw down their line of credit weeks and weeks before things really got bad. And again, I’m probably pretty lucky. So that’s the question.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 17, 2025

And so the way I came across finance is when I was in high school, I was applying for scholarships for college and I came across the Thomas Rex Smart Start Scholarship program that was run by Chase Bank. Within the investment bank. And I did a lot of options math, which I thought was interesting. 00:03:43 [Speaker Changed] Huh.

Investments 148

Investments Investing Economics Management 148

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 148

Math Marketing Marketing Engineering 148

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. 2 At Bank of America, rate strategist Meghan Swiber was telling clients to prepare for a plunge in U.S. And lots of surprises.

Economy 97

Economy Economics Math Banking 97

The Better Letter

JANUARY 2, 2025

Citigroup, Deustche Bank, and Goldman Sachs were the most bullish, calling for a year-end target of 5,100 (from a starting point of 4,770). Bank of America said the S&P peaked at the end of July; as of the end of 2024, it had gained over 7 percent in the second half of the year. Rate predictions failed, too.

Management 103

Management Marketing Marketing Economics 103