portfolio
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Daniel Loeb’s Top Trades Of The 1st Quarter
Third Point leader Daniel Loeb (Trades, Portfolio) released his first-quarter portfolio earlier this week. Using an event-driven, value-oriented approach to picking stocks, the…
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Investors fear more property fund casualties after Aviva closure
Aviva Investors’ decision to shutter its UK Property fund could be the first of many permanent closures, as the real…
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Fund managers position for ‘boom expectations’ with tech demand at three-year lows, Bank of America survey finds
Fund managers are increasingly making a “late cyclical” push, according to a closely watched monthly survey released on Tuesday. The…
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Cathie Wood’s ARK Wasn’t Built for a Flood
Name another fund manager that sells “Invest In The Future” onesies and “Analyst” hoodies on its website. Just as unusual…
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WSJ News Exclusive | Elliott Management Has Stake in Duke Energy
Activist investor Elliott Management Corp. has a stake in Duke Energy Corp. DUK 4.21% and is pushing the utility giant…
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BlackRock at Odds With Warren Buffett’s Berkshire Hathaway Over Disclosures
The world’s largest asset manager is in disagreement with the world’s most famous investor. BlackRock Inc. voted for two shareholder…
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Credit Suisse banker demoted over Greensill shows off seven-bedroom Provence farmhouse
Eric Varvel, the Credit Suisse asset management head demoted after the Greensill Capital collapse, is marketing his expensively renovated seven-bed…
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Bruce Berkowitz’s Fairholme Fund Cashes Out Of Bank Of America, Chips Imperial Metals Stake
In its portfolio for the first quarter of 2021, which was released earlier this week, the Fairholme Fund (Trades, Portfolio) disclosed it reduced…
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Former Woodford sales exec Simon Dale joins ETF firm
Simon Dale, the former head of retail at Woodford Investment Management, has joined exchange traded fund boutique HANetf to oversees…
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BlackRock Takes Aggressive Posture on ESG Proxy Votes
The world’s largest asset manager is showing it is more willing to use its heft to influence the policies of…
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Credit Suisse risk committee head Gottschling steps down amid Greensill, Archegos crises
The head of Credit Suisse’s risk committee has stepped down ahead of its annual general meeting, staving off a potential…
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Opinion: COVID-19 has prompted a boom in retirement savings
COVID-19 has had devastating effects on people’s health, lives and livelihoods. But for millions, it has been a boon for…
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Fidelity launches platform for fund managers to profit from short-sellers
Fidelity Investments is ramping up a business that helps money managers profit on those eager to bet against stocks. Fidelity…
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St James’s Place funds hit record high on upbeat investor sentiment
Funds under management at City wealth manager St James’s Place rose to a record high in the first three months…
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Fidelity Launches Platform for Fund Managers to Profit From Short Sellers
Fidelity Investments Inc. is ramping up a business that helps money managers profit on those eager to bet against stocks.…
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Opinion: How higher taxes on the rich could affect your investment and financial goals
No matter their net worth, our clients will be looking to us for guidance on any changes to tax policy…
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Standard Life Aberdeen CEO defends name change to Abrdn amid Twitter disapproval
The chief executive of Standard Life Aberdeen has defended the FTSE-listed asset manager’s decision to change its name to Abrdn following…
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Credit Suisse board in investors’ sights over Greensill, Archegos issues
Top shareholders said they would vote against re-electing key Credit Suisse Group board members, a broadside against the bank’s leadership…
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Dutch insurer NN Group ‘reviewing options’ for fund management arm
NN Group, the Dutch insurer, has announced it is “reviewing strategic options” for its investment management business, paving the way…
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City needs equivalence deal with EU, says BNY Mellon Investment Management boss
The chief executive of BNY Mellon Investment Management, one of the world’s largest asset managers, called on the UK government…
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U.S. stocks end higher, snap 2-day losing streak as small-caps surge and investors look past COVID worries, Netflix earnings
U.S. stocks finished Wednesday higher, ending a two-day losing streak, as investors looked past concerns that rising COVID-19 infections around…
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Hamstrung BMO faced a choice of ‘go big or go home’. It went home
Once seen as a must-have accessory for any self-respecting big bank, asset managers are being dumped like they’re going out of…
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FCA appoints director of environment social and governance
The Financial Conduct Authority has appointed Sacha Sadan to the newly created role of director of environment, social and governance.…
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Amundi in talks to acquire Lyxor for €825m
Societe Generale, the French bank, has entered exclusive talks with Amundi to strike a deal for its asset management business…
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ESG cheerleaders have questions to answer as stocks fall behind
Judging the effect of sustainability based on near-term investment returns is wrong, declared BlackRock’s most recent market commentary. Other fund…
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Amundi CEO Yves Perrier to step down
Yves Perrier, the long-standing chief executive of Amundi, is to step down after a decade at the helm of Europe’s…
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BlackRock names Cohen head of Europe business as Lord heads to Hong Kong
BlackRock, the world’s largest asset manager, has shuffled its senior leadership in Europe with Rachel Lord — one of the…
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/https:/specials-images.forbesimg.com/imageserve/60a80d9be73ae2383c6daf09/0x0.jpg?cropX1=0&cropX2=550&cropY1=0&cropY2=309 "Daniel Loeb's Top Trades Of The 1st Quarter 1")
/https:/specials-images.forbesimg.com/imageserve/608c6d64c3969ae3422f1c23/0x0.jpg?cropX1=0&cropX2=2188&cropY1=238&cropY2=1469 "Bruce Berkowitz's Fairholme Fund Cashes Out Of Bank Of America, Chips Imperial Metals Stake 15")
