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. New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. It roared back — and now its fate is in his hands. (

Advertising 130

Advertising Portfolio Management Sales Retail 130

Trade Brains

JANUARY 26, 2024

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. million square meters of retail space spread across 9 malls in 6 gateway cities in India and has developed over 2.11

Retail 105

Retail Accounting Assets Management 105

Discipline Funds

OCTOBER 20, 2023

B) Retail investors hold a miniscule amount of long-term bonds. According to the Fed retail investors hold just 9% of outstanding bonds. That would mean that long-term Treasury Bonds are less than 1% of the average retail investor’s assets. So, why is there no panic over the bond downturn?

Economy 101

Economy Retail Government Banking 101

The Big Picture

JANUARY 16, 2024

Because the idea of syndication is that you make a giant purchase and then you sell it off in smaller units to really more of a retail investor. I worked in sort of a quasi portfolio management role for like a single client account type business. Even retail assets are doing pretty well right now.

Assets 265

Assets Investments Investing Management 265

Validea

AUGUST 12, 2022

Additionally, Rekenthaler advises not listening to portfolio managers who claim that “this time will be different.” Retail investors don’t bring in enough money to be given special treatment, and usually an offer like this is a scam. It might be—but probably not in the way they expect. Special membership.”

Retail 59

Retail Portfolio Management Investments Investing 59

Trade Brains

OCTOBER 22, 2023

Additionally, they run retail stores in rural and semi-urban areas through their subsidiary, Triveni Retail Ventures Ltd, and trade various fast-moving consumer goods, including sugar. The company has been mainly catering to the HNI segment, however, aims for its retail segment to cater to the new-age investors. 0 ₹ 2,596.68

Engineering 97

Engineering Retail Manufacturing Investments 97

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.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. We have retail clients. I think, obviously, the ticker is very important, particularly for the self-directed retail client base. So let’s talk about managing through volatility. Is that who the Global X investor is?

Clients 163

Clients Investments Investing Management 163

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. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. The share of retail investors expanded to 36.5%

Planning 59

Planning Financial Services Retail Distribution 59

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 97

Management Portfolio Portfolio Management Risk Management 97

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.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MARCH 20, 2024

Portfolio management was a lot less evidence-based than it is today. It’s very, very difficult, especially as you note for retail investors who look, they have other interests, they have other things that they’re gonna spend their time on. For most of the last century, investing was a lot more art than science.

Investments 163

Investments Investing Portfolio Valuation 163

Trade Brains

SEPTEMBER 14, 2024

It focuses on providing retail credit to underserved households and businesses. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. The personal loan outstanding reached Rs.

Retail 52

Retail Risk Management Assets Management 52

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% That has played out exactly as history suggested.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

AUGUST 11, 2023

MMM 19% “Ongoing weakness in electronics, soft discretionary retail spend patterns and mixed industrial.” UNP 21% “Automotive – we expect growth to continue driven by strong OEM production.” FTV 20% “Healthcare – industry recovery is on track as labor and productivity challenges moderate.”

Economy 98

Economy Manufacturing Clients Economics 98

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 is why we believe that competent research and portfolio management are so important today. Municipal SMAs: Behind the Velvet Rope of Regulation.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Trade Brains

OCTOBER 23, 2024

HDFC AMC Limited HDFC Asset Management Company Limited is one of India’s largest mutual fund houses, established in 1999 as a joint venture between HDFC Limited and abrdn Investment Management. Established in 1994, it offers a wide range of banking and financial services, including retail and wholesale banking.

Banking 52

Banking Assets Management Investing 52

Brown Advisory

SEPTEMBER 3, 2015

China’s annual retail cosmetic sales increased more than 20% from Jan. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. 1, 2008, until Dec. 31, 2014, quickly making the country the world’s No.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Irrelevant Investor

JULY 23, 2018

Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. I recently spoke with Michael Samuels about my book and investing in general. I've done half a dozen podcasts at this point about the book, and this was easily my favorite discussion.

Portfolio Management 52

Portfolio Management Banking Financial Services Valuation 52

The Big Picture

JULY 11, 2023

And then unbelievable managers in ClearBridge and Martin Currie and Brandywine. We were 75% retail. So bringing the two firms together, you really made us 50/50 retail and institutional, and that’s been very important. So she wants her portfolio managed that way. And so we just got great expertise there.

Management 222

Management Investments Investing Assets 222

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. The charge? 1525 (back in 1990).

Portfolio 72

Portfolio Clients Management Portfolio Management 72

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.

Risk Tolerance 52

Risk Tolerance Taxes Portfolio Clients 52

Brown Advisory

DECEMBER 2, 2015

Here are some of our recent purchases, yielding between 4% and 6%: Synovus Financial , a commercial and retail bank operating primarily in the Southeastern U.S., By Mark Kodenski, Private Client Portfolio Manager. built up substantial reserve capital while recovering from the Great Recession in 2008-2009. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

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. And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. The market microstructure has changed.

Assets 174

Assets Management Marketing Marketing 174

Trade Brains

JULY 4, 2024

Nuvama Wealth Management – Business segments Wealth Management Business In this segment, the company provides services like retail securities broking business, investment advisory, distribution of financial products and lending against securities. Particulars Amt Particulars Amt CMP 4,943.10 Industry P.E (TTM) TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. Users can visit stores to ensure a company’s brands are properly displayed at retail outlets.

Accounting 69

Accounting eCommerce Investing Investments 69

Trade Brains

FEBRUARY 14, 2023

He has handled multiple roles such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, and Construction Materials. Amar Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.

Healthcare 59

Healthcare Retirement Investments Investing 59

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 Greg Davis just does an amazing job. I thought this was a really fascinating conversation. I think you will also. With no further ado, my interview with Vanguard CIO, Greg Davis.

Portfolio 130

Portfolio Investments Investing Numbers 130

Brown Advisory

APRIL 1, 2015

Mutual fund flows also suggest that retail investors have not been caught up in the speculative fever characteristic of bubbles. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. stocks has been since the late 1920’s.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Among consumer stocks, Next , a clothing and footwear retailer based in the U.K., By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Accounting lesson: ROIC is net income minus dividends divided by total capital.). will likely gain from rising household consumption. and, eventually, in Europe. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

ClearMoney

JANUARY 4, 2022

Another market curiosity arose in early 2021, when individual investors and others helped bid up shares of videogame retailer GameStop, as Exhibit 3 shows. Thus, while cryptocurrencies may hold some appeal for adventurous investors, it’s hard to make a case for a significant allocation of one’s overall assets to them in the current moment.

Marketing 52

Marketing Marketing Commission Government 52

The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 174

Assets Management Portfolio Marketing 174

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. I got the sense that the entire legacy automaker world looked at Elon and said hey we can’t let this guy do to us what Bezos did to retail, we got to step it up.

Investments 130

Investments Investing Assets Insurance 130

Brown Advisory

OCTOBER 1, 2015

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. A correction was probably overdue.

Investing 52

Investing Investments Economy Government 52