Portfolio manager: we are cutting back on AI infrastructure plays and move money to other parts of the market
Trent Masters, Alphinity's global portfolio manager, shares his take on DeepSeek and how he sees the AI investment theme ...
Strategic Portfolio Management For Technology Leaders: Mastering The Tribal Dynamics Of Modern Organizations
Strategic portfolio management requires fostering unity, adaptability and a shared sense of purpose within organizations.
Anatomy of a deal: What goes into a $50 million hedge fund portfolio manager hire
The mechanics of a PM deal are complex. Contracts are increasingly nuanced and bespoke, including caveats and clawbacks.
Trade conflict could stump growth as inflation rises: portfolio manager
Christine Tan, portfolio manager at SLGI Asset Management, explains how a looming trade war could impact Canada's economy as ...
Daily Voice: Market near bottom, these 3 sectors look interesting for FY26, says this portfolio manager
It is likely that by the middle of the calendar year 2025 the issues around tariffs should settle down globally, said ...
Pensions&Investments6h
CalPERS edges closer to total portfolio approach
CalPERS inched closer to potentially adopting a new total portfolio approach with a presentation exploring key risk ...
Forbes29d
The Future Of Organizational Success: How Cultural Portfolio Management Addresses DEI's Shortcomings
Enter Cultural Portfolio Management (CPM), a framework that emphasizes cultural strengths, diverse backgrounds, and cultural intelligence without the political baggage. Just as a financial ...
Benchmarks Are Breaking Investment Management (And That's Our Opportunity)
How Goodhart’s Law Reveals the Opportunity in Long-Term Innovation Investing, and why traditional performance metrics may be ...
Investopedia13d
Investment Management: More Than Just Buying and Selling Stocks
He is a Chartered Market Technician (CMT). Investopedia / Dennis Madamba Investment management refers to the handling of an investment portfolio or a grouping of assets. It involves buying and ...