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Search resuls for: "Ben Kirby"


10 mentions found


☆ It makes more sense to be taking fixed income risk than equity risk, says Thornburg Funds' Kirby
  + stars: | 2023-10-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt makes more sense to be taking fixed income risk than equity risk, says Thornburg Funds' KirbyBen Kirby, Thornburg Funds co-portfolio manager, joins 'The Exchange' to discuss skepticism about bond pessimism, strong total returns from long-term bond plays, and the case for buying credit over equity.
Persons: Kirby Ben Kirby
☆ It makes sense to diversify internationally as the dollar strengthens, says Thornburg Funds' Kirby
  + stars: | 2023-10-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt makes sense to diversify internationally as the dollar strengthens, says Thornburg Funds' KirbyBen Kirby, Thornburg Funds co-portfolio manager, joins 'Squawk on the Street' to discuss how the fund has navigated last year's equity performance, any constraints to the fund, and opportunities in the international stock markets.
Persons: Kirby Ben Kirby
☆ China's macro backdrop has investors worried. Here are some stocks that could be safe from any weakness
  + stars: | 2023-09-20 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
A lackluster economic backdrop in China shouldn't keep Wall Street from buying opportunities in the world's second-largest economy, some investors say. Consumer growth bets Kirby named Yum China as one quality stock idea. He also expects Yum China could still benefit from a rebound in consumer spending in China. It's a spending category the fund manager doesn't expect will suffer from any weakness in the macro backdrop. Yum China is higher this year by more than 4%.
Persons: Ben Kirby, Kirby, Duke, It's, James Donald, Thornburg's Kirby Organizations: Thornburg Investment Management, KFC, Technology, doesn't, Lazard Investment, Lenovo Locations: China, Beijing, Botox, U.S
☆ 'Very robust strategy': Fund manager makes a case for dividend stocks and names 5 to buy
  + stars: | 2023-09-01 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Dividend stocks aren't evergreen, but investing in them over several years can pay off, according to one portfolio manager. He isn't the only one to appreciate dividend stocks right now. Neuberger Berman senior portfolio manager Sandy Pomeroy told CNBC earlier in August that dividend stocks haven't been this cheap since the tech boom of the 1990s. CME : Kirby expects the derivatives exchange will "benefit" from volatility in September, a traditionally weak month for stocks. TotalEnergies : The stock has a 5.5% dividend yield, 12% free cash yield, and a "great balance sheet," Kirby said.
Persons: Ben Kirby, Neuberger Berman, Sandy Pomeroy, Kirby, TSMC, Charles Schwab Organizations: Thornburg Investment Management, CNBC, Stock, Big Tech, CME, Kirby Locations: Taiwan
☆ September is the cruelest month for stocks. Pros share their trading tips — and what to buy
  + stars: | 2023-09-01 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +5 min
The pros share their expectations and tips for how investors can trade in the month ahead. The volatility isn't over The "potential bite" of aggressive Fed policy could lead to more volatility, said Richard Saperstein, chief investment officer at investment firm Treasury Partners, in a Tuesday note. Avoid tech — but not completely Avoid mega-cap tech stocks such as the "Magnificent Seven" now, the pros said, referring to Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — tech stocks that have made massive gains this year. "Big tech stocks have run and valuations are richer than they have been. Dave Sekera, chief U.S. market strategist at Morningstar, said on Thursday that not all tech stocks are overvalued.
Persons: Richard Saperstein, Ben Kirby, CNBC's, Carol Schleif, George Ball, Sanders Morris Harris, Schleif, Ball, it's, Dave Sekera, Kirby, Thornburg, Morgan Stanley, Andrew Slimmon Organizations: U.S . Federal Reserve, Treasury Partners, Thornburg Investment Management, BMO Family Office, Apple, Microsoft, Nvidia, Tesla, Big Tech, Morningstar, Autodesk, Software, Teladoc, CNBC, CME, Hyatt Hotels, Hotels, Resorts, Hilton Hotels, Morgan, Morgan Stanley Investment, United Rentals Locations: U.S, China, Argentine
☆ Stocks are heading for a down August as market kicks off September with jobs report
  + stars: | 2023-08-25 | by ( Sarah Min | ) www.cnbc.com   time to read: +7 min
Regardless, the major averages are set to close a losing month as higher yields and Fitch downgrades weighed on equities this month. "Further cooling in the labor market and the services sector," said Brian Ellis, portfolio manager at Morgan Stanley Investment Management. The labor report will be preceded by the July personal consumption expenditures, or PCE, report on Thursday. In fact, many investors expect that the Federal Reserve is probably done hiking rates here as policymakers await the effects of higher rates on the real economy. Increasingly, investors are looking for opportunities in income as they deal with the possibility of higher rates for longer.
Persons: Jerome Powell, Jackson, Jay Hatfield, Fitch downgrades, nonfarm, Brian Ellis, Powell, Morgan, Ellis, Ben Kirby, that's, Thornburg's Kirby, Campbell Organizations: Federal, Nvidia, Nasdaq, Dow Jones, Capital Management, Dow Jones Industrial, FactSet, Morgan Stanley Investment Management, Federal Reserve, Thornburg Investment Management, Labor, Investors, Dallas Fed, Hewlett Packard Enterprise, HP, ADP, Costco, PCE, PCE Deflator, Chicago PMI, Dollar, Broadcom, Jobs, PMI, Manufacturing Locations: , Wyoming, U.S, cautiousness, Smucker, Chicago
☆ Stocks vs. bonds: How to position from here
  + stars: | 2023-08-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks vs. bonds: How to position from hereCNBC's Bob Pisani with Ben Kirby, co-head of investments at Thornburg Investment Management, join 'The Exchange' to discuss investing in treasury bills rather than stocks, diversifying portfolios with treasury bonds, and the value of active management.
Persons: Bob Pisani, Ben Kirby Organizations: Thornburg Investment Management
☆ The case for investing in China's reopening is strong. Here's how to proceed with caution
  + stars: | 2023-01-19 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +11 min
Strategists see China's markets easily scoring double-digit gains this year. The case for investing outside the U.S. is strong, particularly with the dollar coming off its highs and looking at further downside. "While China's reopening is undoubtedly a turning point, there remain reasons to be cautious," wrote Barclays equity strategists. But still the prospects for China's economy are much brighter than they were just several months ago. The Covid lockdown has been so damaging to the Chinese economy, they want to get back to a growth path in 2023."
☆ China is rolling back much of its Covid controls. That could spell a buying opportunity for these stocks
  + stars: | 2022-12-28 | by ( Sarah Min | ) www.cnbc.com   time to read: +5 min
A reopening in the world's second-largest economy could spell a buying opportunity for investors as China unwinds much of its Covid restrictions. Investors have taken the recent developments as a signal to start snapping up China equities. What's more, they say that Chinese equities are cheap on a historical basis, and cheap compared to their emerging market peers. This month, Morgan Stanley said that Chinese equities have a "steep climb" after their underperformance during the pandemic. Yum China is the fourth-largest position in the Thornburg Developing World Fund (THDAX) , which has a roughly 29% allocation to China.
☆ This income-building fund stayed resilient this year by focusing on the 'power of dividends'
  + stars: | 2022-10-14 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
Ben Kirby says his fund has stayed resilient this year by doing what it's always done: remembering the "power of dividends." "People forget about the power of dividends, and they forget how important it is to get that current income," Kirby said. Today, TIBIX has a roughly 16% allocation to fixed income, compared with "closer to 10%" over the past decade, according to the fund manager. And you know, I can see us going back above our long term average of 20%," Kirby said. Still, Kirby said he's taking his time allocating more to fixed income as he finds many equities very attractive.
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