U.S. Stocks Finish Slightly Higher Moves come as money managers prepare to parse quarterly results from U.S. companies in coming days Major U.S. stock indexes edged slightly higher Tuesday, though […]
Category: Client News
Thornburg Investment Management Chief Executive Jason Brady on Bloomberg Markets: The Close
‘Bloomberg Markets: The Close’ Full Show (01/11/2021) – Caroline Hyde & Romaine Bostick bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackle the Wall St. reaction to the Capitol violence, tech backlash for bans on Parler and Trump and the women jobless rate Guests Today: Shundrawn Thomas of Northern Trust, Michael Mauser of Harman, Human Rights lawyer Haben Girma, David Marcus of Evercore Global Advisors, Lisa Gill of JPMorgan, Jason Brady of Thornberg Investment Management, Cate Luzio of Luminary. (Source: Bloomberg)
GenTrust CIO Jim Besaw in Barron’s
New Opportunities and Risks Arise for Investors as Democrats Take Power The recent turmoil in Washington, D.C., could easily have upended stocks, and may well have done so in another […]
Thornburg Investment Management Co-head of Investments and Portfolio Manager Ben Kirby on CNBC Trading Nation
The ‘stars are aligning’ for emerging markets this year, $10.5 billion portfolio manager says – With U.S. markets at record highs, one top money manager is looking abroad for opportunity.
Laffer Tengler Investments CIO Nancy Tengler on CNBC Trading Nation
Capitol chaos and a record market rally: Traders on the disconnect between Washington and Wall Street Washington and Wall Street are seemingly existing in two different realities. Read more on […]
ETF Managers Group CEO Sam Masucci in The Street
Scotts Miracle-Gro Rises on Truist Price-Target Boost Scotts will benefit from improved cannabis-related banking laws and continued pandemic restrictions, Truist says, upgrading the price target. Scotts Miracle-Gro (SMG) – Get […]
Tortoise Senior Portfolio Manager Rob Thummel on CNBC Squawk Box
Expect a big rebound in global energy demand in 2021, portfolio manager says Oil prices have broken through $50 a barrel for the first time since February, and Big Oil […]
Tortoise Portfolio Manager Matt Sallee in Bloomberg
Oil Pares Gains With U.S. Capitol Protests Shaking Risk Appetite Futures move toward unchanged after settling at 10-month highs U.S. Capitol under lockdown as rioters swarmed Washington Oil pared gains […]
Thornburg Investment Management Co-head of Investments and Portfolio Manager Jeff Klingelhofer on Yahoo Finance
Market Recap: Monday, January 4 Stocks fell Monday in the first session of 2021, as concerns over a post-holiday spike in virus cases compounded with uncertainty over the outcome of […]
Nancy Tengler on CNBC The Exchange
Investors should expect a first-quarter stock correction in 2021, says investor Nancy Tengler Nancy Tengler, Laffer Tengler Investments CIO, and Richard Wiess, American Century Investments chief investment officer, join CNBC’s […]
Dr. Rey Panettieri on Yahoo Finance
Moderna, Pfizer vaccine trials were the ‘highest of quality’: vaccine expert Yahoo Finance’s Julie Hyman, Brian Sozzi, and Myles Udland discuss the COVID-19 vaccine rollout with Dr. Reynold Panettieri, Robert […]
Thornburg Investment Management Chief Executive Jason Brady in Reuters
Brexit deal fuels sterling while stocks edge higher ahead of holiday NEW YORK (Reuters) -The British pound rose on Thursday as Britain and the European Union clinched a free trade […]
GenTrust Founding Principal George Perez featured in Barron’s
George Perez: Using Alts to Help Drive Alpha GENTRUST, A NINE-YEAR-OLD RIA firm based in Miami, boasts a client roster spanning tech founders, Wall Street executives, Major League Baseball players, […]
Thornburg Investment Management Head of Global Distribution Carter Sims in Ignites
Midsize Firms’ Challenge: Show Your Worth or Partner Up Midsize fund firms need to think hard about how to best use their resources, as the struggle for advisor attention intensifies, […]
Buckingham Strategic Wealth President Wendy Hartman featured in Barron’s
Wendy Hartman: Ascending the Ranks at Buckingham, Quietly WEALTH MANAGEMENT HAS traditionally been a sales business, which explains why so many of its most successful practitioners are gregarious. Then there’s […]
EquityZen’s Brianne Lynch on Cheddar
Airbnb Makes Splashy Market Debut, Closing at Double Its IPO Price Brianne Lynch, head of business development and partnerships at EquityZen, breaks down Airbnb’s first day as a publicly-traded company. […]
Nancy Tengler column in USA Today
After the Dow Jones Industrial Average hit 30k, what’s next? Is it time to sell or increase stock exposure? I’ve never really understood the hoopla surrounding Dow 10K, 20K or […]
ETFMG Market Sector Expert in Bloomberg
Stocks Drop Amid Virus Surge; Pound Trims Decline: Markets Wrap Stocks fell as coronavirus infections swept across U.S. states, triggering fears of more restrictions. The pound pared losses as the […]
GenTrust quoted in Ignites
Jingle Bell Zoom: Covid-19-Era Holiday Parties – Although the coronavirus pandemic will prevent offices from celebrating the holidays in person this year, some firms are determined to keep the spirit of the season alive.
Thornburg Investment Management Portfolio Manager Di Zhou featured in BusinessInsider
Di Zhou’s international ESG fund is beating 98% of its peers this year. The investor breaks down her process for selecting winning stocks and explains why Alibaba is the biggest holding in her portfolio. Read more