Sentences with phrase «asset portfolio manager»

John Bellows, Western Asset portfolio manager, and Dennis Gartman, The Garman Letter editor and publisher, discuss the impact of the House of Representatives passing their tax reform bill on the markets.

Not exact matches

If you hold dividend - paying assets in a non-registered account, consider setting up an automatic transfer of that dividend income into your RRSP after the quarterly payout period, says Jon Palfrey, a portfolio manager with Leith Wheeler Investment Counsel.

«It's going to be critical for earnings growth to kick in in order to sustain the bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.

«It's hard to know what the cause of the delay is,» said John Stephenson, portfolio manager at First Asset Funds.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

Investors simply need to adjust to the current environment rather than ditch their equity portfolios amid geopolitical concerns and fears of a market correction, a U.S. asset manager told CNBC Wednesday.

You won't get the same quarterly disclosure of the underlying assets» performance as with pure - play public companies, says Richard Nield, a portfolio manager with Invesco.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

Last July, a portfolio manager named Steve DiGregorio filed a lawsuit against O'Leary Funds, Stanton Asset Management, and O'Brien and Poirier.

For more than two decades, Charles Edwardes - Ker, a vice-president and portfolio manager with TD Asset Management, has been looking for good Japanese stocks to buy.

Steven Ricchuito, Mizuho Securities chief economist, and Joe Zock, Tocqueville Asset Management portfolio manager, discuss the state of the markets and economy following the Federal Reserve's May FOMC meeting.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Glazer, a portfolio manager with $ 2.5 billion in assets under management, believes some of the biggest tech names are in a danger zone.

AIMS, which had $ 156 billion in assets under supervision at June 30, is an «open architecture» platform, which means none of the investments Goldman selects can be invested in funds that the bank's own portfolio managers oversee.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

For starters, you can save the typical 1 percent asset management fee that most money managers charge whether or not your portfolio goes up, down or sideways.

Patrick Jahnke, portfolio manager at Deka Investments, which owns BASF stock, said he favored the firm selling its upstream petrochemical assets, saying the benefits of physical proximity to downstream operations could be shared with a new owner.

Ryan Lewenza, a vice-president and U.S. equity portfolio manager with TD Asset Management, says that the IT sector is trading at about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.

«We are starting to see some nice dividend growth and acquisitions,» says Justin Flowerday, a portfolio manager with TD Asset Management.

«A-shares could be included though at fairly limited weight,» Asha Mehta, a portfolio manager at Acadian Asset Management, said of the MSCI review, which will be announced at around 2130 GMT.

In some ways, having fewer players is actually a good thing, says Greg Dean, a portfolio manager with Cambridge Global Asset Management.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Uwe Zoellner, CFA Head of Pan-European Equity Portfolio Manager Franklin Local Asset Management

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

Bloomberg View columnist Barry Ritholtz interviews Lazard Asset Management's James Donald, who serves as managing director, portfolio manager / analyst...

Although this problem is less likely to impact professional asset managers, experienced investors with well - managed portfolios are susceptible under the right circumstances.

Greenblatt is now co-chief investment officer and portfolio manager at Gotham Asset Management LLC.

In his role, Craig led a national team of portfolio managers responsible for managing roughly $ 2.5 B in assets.

«The main thing an investor should think about is their time horizon when looking at this asset class,» responded Fred Hoff, portfolio manager for Fidelity Management and Research Co..

Managers employ fundamental credit processes focused on valuation and asset coverage of securities of distressed firms; in most cases portfolio exposures are concentrated in instruments that are publicly traded, in some cases actively and in others under reduced liquidity but in general for which a reasonable public market exists.

archerETF is led by Vikash Jain, a registered portfolio manager who uses a proprietary tactical asset allocation model to determine a client's asset mix which is then implemented using Exchange Traded Funds (ETFs).

Asset managers and hedge funds typically determine their research budgets through a process called broker votes in which portfolio managers rate the value of equity research analysts.

Asset managers look at both risk and return in their portfolios.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was the Portfolio Manager responsible for a Makena private fund focused on distressed real estate credit and assets.

This week, we speak with Joel Greenblatt, co-founder of Formula Investing LLC and managing principal, co-chief investment officer and portfolio manager at Gotham Short Strategies and Gotham Asset Management LLC.

Before joining Blue Wolf, Mr. Ranson served as a Portfolio Manager at GoldenTree Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management at the Asset Management, L.P., an alternative asset management firm with $ 12 billion of assets under management at the asset management firm with $ 12 billion of assets under management at the time.

Mark Vaselkiv, portfolio manager at T. Rowe Price, noted that «Einstein said there were three great forces of nature: gravity, electro magnetism, and compounded interest... high yield is an asset class that ultimately capitalizes on the latter.

Previously, he was a portfolio manager with Mercury Asset Management.

Most recently, Mr. Harris was a Managing Director at Beacon Global Asset Management, a Partner at MB Investment Partners Inc., and a Partner and Portfolio Manager at Jamison Prince Asset Management.

Following that Mr. Harris was with Mitchell Hutchins, the asset management subsidiary of PaineWebber, and its predecessor organization Manufacturers Hanover Investment Corporation, where he was a Senior Vice President and Senior Portfolio Manager.

«It has to do with access,» said Les Funtleyder, a health - care portfolio manager at E-Squared Asset Management, who's been both a buy - and sell - side analyst.

Trevor was formerly a Senior Director and Portfolio Manager for one of Europe's leading private investment offices, UK - based Stanhope Capital LLP, where he managed discretionary mandates covering a diverse range of asset classes for global families and U.K. charities.

We provide asset allocation, manager selection, and portfolio construction.

This manager then turns around and invests this large pool of shareholder money in a portfolio of various assets or combinations of assets.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

Nick joined Leith Wheeler in June 2011 after spending the previous four years in London, England working as a Portfolio Manager at Brevan Howard Asset Management and as an Investment Analyst at Sofaer Capital, where he managed natural resource - dedicated funds with global mandates.