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 ...
Nvidia earnings preview: Everything this top portfolio manager expects
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...
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.
Adding Private Real Estate To Your Portfolio: Considerations For Investors
In some ways, real estate investments are the least alternative of "alternative investments" because investment properties ...
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 ...
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 ...
Pensions&Investments1d
CalPERS edges closer to total portfolio approach
CalPERS inched closer to potentially adopting a new total portfolio approach with a presentation exploring key risk ...
Investopedia15d
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 ...