
Latest News


Thornburg Investment Management CEO Jason Brady on CNBC ‘The Exchange’
October 17, 2022 - TotalEnergies is an opportunity trade as European stocks fall, says Thornburg’s Jason Brady Jason Brady, Thornburg Investment Management president, joins ‘The Exchange’ to discuss finding value in the European market and investment plays as markets bottom. Watch Jason here.... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in S&P Global
October 17, 2022 - US upstream Q3 earnings likely to focus on 2023 capex, E&P production levels Highlights Slight E&P capex rises seen in 2023 to offset inflation Operators to continue capital discipline focus To continue flat to single-digit output growth Third-quarter 2022 earnings... [Continue Reading]
GenTrust Managing Director Mimi Duff on Bloomberg Markets: The Close
October 14, 2022 - Scarlet Fu and Jon Erlichman discuss bank earnings and Treasury Secretary Yellen speaking at the IMF conference Guests Today: José Viñals of Standard Chartered, Stephen Biggar of Argus Research. Then, Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the... [Continue Reading]
Thornburg Investment Management Co-Head of Investments and Managing Director Ben Kirby in CNBC Pro
October 14, 2022 - This income-building fund stayed resilient this year by focusing on the ‘power of dividends’ Ben Kirby says his fund has stayed resilient this year by doing what it’s always done: remembering the “power of dividends.” While the S&P 500 slid... [Continue Reading]
Tortoise Portfolio Manager Matt Sallee in Bloomberg News
October 14, 2022 - Oil Rises on Bullish Supply Cues as Markets Mull Inflation Data Oil rallied for the first time this week after a US crude report flagged potential bullish drivers, momentarily shrugging off hotter-than-expected inflation data. West Texas Intermediate futures settled near $89 a... [Continue Reading]
ETF Managers Group Director Alex Gordon on TD Ameritrade Network
October 13, 2022 - VALT, SILJ: How To Invest In Thematic ETFs The ETFMG SIT Ultra Short ETF (VALT) and Prime Junior Siver Miners ETF (SILJ) a two thematic stocks that Alex Gordon is watching. He discusses investing in thematic ETFs, as well as... [Continue Reading]
Thornburg Investment Management Portfolio Manager Sean Sun in Chief Investment Officer Magazine
October 13, 2022 - Why U.S. Efforts to Regain Chip Dominance Are Uphill The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up. Are recent U.S. ambitions to recover lost ground in the vital... [Continue Reading]
ETF Managers Group Cannabis Banking Expert Jason Wilson in ETF.com
October 11, 2022 - Cannabis ETFs Soar After Biden Pardon Cannabis-related exchange-traded funds and stocks were lifted last week after President Biden’s pardon on Thursday of those convicted of simple marijuana possession. The president also called for a review of how marijuana is categorized... [Continue Reading]
GenTrust Principal Elena Hernández on Bloomberg Markets: The Close
October 11, 2022 - Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackles chipmaker rout, the world growth outlook and the ending... [Continue Reading]
CTM Insights Managing Partner Lou Steinberg in Dark Reading
October 11, 2022 - Reshaping the Threat Landscape: Deepfake Cyberattacks Are Here It’s time to dispel notions of deepfakes as an emergent threat. All the pieces for widespread attacks are in place and readily available to cybercriminals, even unsophisticated ones. Malicious campaigns involving the... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in Bloomberg News
October 07, 2022 - OPEC+ Cuts Put Focus on Prices in Pre-Midterm Blow for Democrats Saudi Arabia’s backing for a surprise OPEC+ oil production cut a month before the US midterms is a blow to Democrats’ election prospects and further strains an alliance that was... [Continue Reading]
ETF Managers Group Cannabis Banking Expert Jason Wilson in InvestmentNews
October 07, 2022 - Joe Biden lights up marijuana stocks The presidential pardon for those with marijuana convictions was interpreted as a step toward federal decriminalization and sparked a rally in funds offering exposure to cannabis companies. The wild ride of marijuana investing got a boost... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in MarketWatch
October 06, 2022 - Oil prices end at highest in 3 weeks as OPEC+ agrees to a large output cut while U.S. supplies fall Traders show some doubt that OPEC+ can follow through with production cuts Oil futures ended Wednesday at their highest price... [Continue Reading]
Ecofin Senior Portfolio Manager Matt Breidert in U.S. News & World Report
October 05, 2022 - The Inflation Reduction Act’s Impact on Client Portfolios It’s still early, but certain investments are poised to benefit from the new law’s tax incentives. Signed into law by President Joe Biden in August, the Inflation Reduction Act aims to subdue... [Continue Reading]
Thornburg Investment Management Portfolio Manager Sean Sun in Reuters
October 04, 2022 - ‘Pick-your-poison’: Wall Street sell-off resumes Sept 29 (Reuters) – Investors added another cycle of selling on Thursday as the dollar barely eased its stranglehold on currency markets, recession fears sapped stocks and bonds suffered more interest rate pain. After a... [Continue Reading]
CEO and CIO of Laffer Tengler Investments, Nancy Tengler on CNBC Closing Bell
September 30, 2022 - Dividend growers offer protection in a declining market, says Laffer’s Nancy Tengler - Nancy Tengler, Laffer Tengler Investments CEO, joins ‘Closing Bell’ to discuss how she’s positioning her portfolio in this volatile market.... [Continue Reading]
EquityZen’s Head of Business Development and Partnerships Brianne Lynch on Cheddar
September 30, 2022 - Brianne Lynch, Director of Partnerships, EquityZen joins Cheddar News to discuss the Tech IPO market. ... [Continue Reading]
Thornburg Investment Management Portfolio Manager Eve Lando in The Bond Buyer
September 30, 2022 - September issuance plummets 43%; Q3 down 26% Jessica Lerner September municipal bond issuance declined 43% year-over-year, with nearly every structure and sector seeing large drops, as issuers eschewed the market amid another Federal Reserve rate hike and severe global market... [Continue Reading]
Thornburg Investment Management Portfolio Manager Sean Sun in The Associated Press
September 30, 2022 - Wall Street slumps to 2022 low as dismal week, month close Wall Street is at its worst levels in almost two years Friday as the end nears for what’s been a miserable month for markets around the world. The S&P... [Continue Reading]
Thornburg Investment Management Portfolio Manager Eve Lando in The Bond Buyer
September 29, 2022 - Munis weaker in spots while outflows top $3.6B By Jessica Lerner Municipals were slightly weaker in spots Thursday while a more robust primary market provided distraction again as the New York Urban Development Corp. sold $1.4 billion in the competitive... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Reuters
September 29, 2022 - Wall Street bounces off lows as UK steps in to calm bonds Sept 28 (Reuters) – Global equities staged a partial comeback on Wednesday — with Wall Street stocks surging around 2% — as the Bank of England said it... [Continue Reading]
Thornburg Investment Management Chief Investment Strategist Brian McMahon in Insider
September 26, 2022 - The chief investment strategist at a $42 billion firm shares 9 stocks that can weather a recession while boosting income In the latest move in the ongoing and high-stakes fight against inflation, the Federal Reserve raised interest rates by another 75 basis... [Continue Reading]
Jan Szilagyi, Toggle AI CEO and Co-Founder on Cheddar
September 23, 2022 - Dow Hits 2022 Low as Markets Sell Off on Recession Fears ... [Continue Reading]
Thornburg Investment Management Portfolio Manager Christian Hoffmann in Barron’s
September 22, 2022 - Stocks Continue Falling After Fed Hikes Rates The stock market remained in the red Thursday afternoon, continuing its selloff after the Federal Reserve lifted rates and signaled it would remain aggressive in its fight against inflation. The Dow Jones Industrial... [Continue Reading]
Toggle Co-Founder Jan Szilagyi Featured in Fintech Nexus News
September 19, 2022 - Toggle prioritizes data so investors can make their own choices It took Stan Druckenmiller mere seconds to hire Toggle co-founder Jan Szilagyi. When Szilagyi told Druckenmiller he’d found a way for investors to leverage the reams of data out there... [Continue Reading]
CEO and CIO of Laffer Tengler Investments, Nancy Tengler Featured on Bloomberg Trillions
September 16, 2022 - A Portfolio Designed to Adapt to Inflation Trends | Trillions: ETF Master Chef In this Season 2 premiere episode of Trillions: ETF Master Chef — where we interview the chefs of the finance world on their hottest investment recipes —... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in Bloomberg News
September 15, 2022 - Oil Climbs as Easing Lockdown in Chinese City Sparks Demand Hope Oil climbed on optimism that demand prospects in China may brighten as one of its megacities loosens lockdown restrictions. West Texas Intermediate futures settled at $88.48 a barrel. Brent... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in U.S. News & World Report
September 14, 2022 - 10 Best Energy Stocks to Buy in 2022 The energy industry is transitioning from fossil fuels to renewables. Energy use is evolving, but oil and gas remain in the mix. The way humans create and consume energy is changing. Coal, oil... [Continue Reading]
Tortoise’s Matt Sallee in Bloomberg
September 14, 2022 - Oil Rises With China Easing Lockdowns, US Mulling SPR Refill IEA lowers global demand forecast from previous estimate US crude stockpiles fell 2.44 million barrels last week: EIA Oil held onto gains, supported by the prospect of looser lockdown restrictions... [Continue Reading]
GIX Announcement in The Wall Street Journal
September 14, 2022 - Green Exchange Seeks to Jump on ESG Bandwagon - A startup run by New York Stock Exchange veterans is seeking the SEC's blessing to launch a new exchange catering to environmentally minded companies and investors. ... [Continue Reading]
Green Stock Exchange Story in Bloomberg
September 14, 2022 - Public firms to be required to meet ESG requirements or delist | GIX is seeking regulatory approval, expects to go live in 2023... [Continue Reading]
Nancy Tengler on Making Money with Charles Payne
September 13, 2022 - Fed has lost credibility and the market hasn’t been paying attention: Nancy Tengler Watch the latest video at foxbusiness.com... [Continue Reading]
Toggle’s Jan Szilagyi in The Bond Buyer
September 13, 2022 - Munis weaker across the curve; UST sell-off on short end following CPI data Municipals saw losses across the yield curve, outperforming a U.S. Treasury selloff on the front end of the curve but facing larger losses out long, while equities... [Continue Reading]
TIFIN Wealth in The Fintech Times
September 13, 2022 - The Use and Benefits of AI in Wealth Management With Toggle, TIFIN Wealth, Unifimoney and More Having spent the entirety of last week delving into all aspects of fintech partnerships, and how they tie into our month-long coverage of fintech... [Continue Reading]
Nancy Tengler on Bloomberg Markets: The Close
September 12, 2022 - Bloomberg Markets: The Close (09/12/2022) - Caroline Hyde, Romaine Bostick & Taylor Riggs bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and discuss Goldman layoffs, soft... [Continue Reading]
TOGGLE CEO and Co-Founder Jan Szilagyi in Insider
September 08, 2022 - Fed hawkishness paved the way for a soaring dollar that’s beating down other currencies. Here’s what to know. Friday eve on a short week? “Good morning” goes without saying. Phil Rosen here, writing to you from New York City. Since... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC ‘The Exchange’
September 08, 2022 - There’s a lag in the outcome of Fed policy, says Thornburg Investment Management’s Jason Brady Jason Brady, president and CEO of Thornburg Investment Management, joins ‘The Exchange’ to discuss techniques for portfolio management in volatile times, Fed policy lag in... [Continue Reading]
CTM Insights Managing Partner Lou Steinberg in American Banker
September 08, 2022 - Banks concerned about employees’ use of WhatsApp have options As banks continue to struggle with employees’ use of unapproved messaging platforms like WhatsApp, they’ve often had to choose between letting people use their own devices or forcing them to use work computers.... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett on Bloomberg Technology
September 08, 2022 - ‘Bloomberg Technology’ Full Show (09/06/2022) The only daily news program focused exclusively on technology, innovation and the future of business from San Francisco. (Source: Bloomberg) Watch Phil at 25:27 here.... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in The Street
September 08, 2022 - Gasoline Prices Should Keep Falling Unless This Happens Gasoline prices are at their lowest levels since March and are likely to keep falling, analysts say. Gasoline prices are expected to continue their downward trend during Labor Day weekend as consumers... [Continue Reading]
TOGGLE CEO & Co-Founder Jan Szilagyi on TD Ameritrade Network
September 07, 2022 - TSLA, NIO: E.V. Demand Vs Lithium Battery Supply There is a big push for more production and also a big environmental challenge to extract lithium, says Jan Szilagyi. He discusses the demand constraints for electric vehicles. He also talks about... [Continue Reading]
GenTrust Chief Financial Officer Claire Rogan in Barron’s Advisor
September 07, 2022 - There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources. The hiring market for financial advisors and support staff continues to be tight, but that hasn’t stopped wealth management firms from adding clients. Instead, it’s forced them to be... [Continue Reading]
IPZ Newsletter | Cliff Omoruyi & Knight Society Raise $10K for Newark Salvation Army… MDH Penalty Kick Secures Win… Brad Smith & the Whipsnakes Earn #1 Seed
September 06, 2022 - Cliff Omoruyi & Knight Society Raise $10k for Newark Salvation Army | Meggie Dougherty Howard PK Secures 1-0 Win | Brad Smith Ends Regular Season Hot as Whipsnakes Secure #1 Seed... [Continue Reading]
TOGGLE CEO & Co-Founder Jan Szilagyi in Benzinga
September 02, 2022 - Hot Wage Growth, ‘Encouraging’ Jobs Data: 5 Experts React With Interest Rates Hanging In The Balance The SPDR S&P 500 ETF Trust SPY-1.18%+ Free Alerts traded higher Friday morning after the Labor Department reported strong U.S. jobs market numbers from August.... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on CNBC ‘The Exchange’
September 02, 2022 - We will see continued deceleration, says Nancy Tengler, CEO and CIO of Laffer Tengler Investments Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joins ‘The Exchange’ to discuss reintegrating risk into portfolios and the impact inflation, labor, and earnings... [Continue Reading]
Tortoise Senior Portfolio Manager Brian Kessens in S&P Global Market Intelligence
September 01, 2022 - New taxes unlikely to derail oil, gas sector plans for M&A, aggressive buybacks Two tax measures in the Inflation Reduction Act will raise costs but do little to change M&A or share-buyback trends in the oil and gas sector, experts... [Continue Reading]
Ecofin Senior Portfolio Manager Matt Breidert in U.S. News & World Report
September 01, 2022 - 9 Best Green Stocks and ETFs to Buy The Inflation Reduction Act and California’s EV move give green investing a boost. First Solar Inc. (ticker: FSLR) With a large manufacturing presence in the U.S., this solar panel builder will be among... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel on CNBC ‘Street Signs Asia’
September 01, 2022 - These are good stock picks for U.S.-listed natural gas companies, portfolio manager says of Cheniere, EQT Rob Thummel of Tortoise discusses his stock picks for energy firms as the price of natural gas continues to climb. Watch Rob here.... [Continue Reading]