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Keyword: Portfolio managers

95 results found
woman climbing

A portfolio manager must have the discipline to stick to a process over time, especially during a crisis or a bear market

donation

Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity

stock market value

Inflation and the economic recovery will support portfolio managers looking for deals

Close of businesswoman making announcement in paper trumpet

New PM’s strategy is expected to result in a potentially meaningful capital gains distribution

  • By: IE Staff
  • July 20, 2021 July 20, 2021
  • 11:47
Digital image of bar charts and graphs

Both groups ranked energy as their most bullish asset class, Q3 surveys suggest

  • By: IE Staff
  • July 16, 2021 July 16, 2021
  • 12:42
45332813 - marketer's desk with analysis report ,calculator, glasses.

A survey finds that more than half of firms considered Indigenous rights in their investment analysis

men holding on to balloons as they float away into the air

An advisor shares her tips for portfolio positioning in an inflationary environment

blue curtain of a classical theater

Each manager comes from the firm’s integrated in-house investment boutiques

  • By: IE Staff
  • June 3, 2021 June 3, 2021
  • 12:42
working from home

More advisors are reporting discretionary assets under management, and firms are investing in discretionary platforms

stock market covid-19

Mutual fund families that bought bargains performed well in 2020