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Search resuls for: "David Bianco"


9 mentions found


☆ 'This is not the tech bubble': A 41-year market veteran explains why US stocks are still cheap after surging to all-time highs — and names 4 investments that can lead markets even higher
  + stars: | 2024-01-25 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
The S&P 500 rose for nine straight weeks, its longest winning streak since 2004, as optimism built about future interest rate cuts. Stoltzfus predicted that S&P 500 earnings will end 2024 between $240 and $250. "Just about everything that you buy costs more today than it cost in 2019, 2020, before 2021 when this started taking hold, except for stocks," Stoltzfus said. Another argument that's more widely discussed is that last year's gains were driven by a handful of large growth stocks. "Some, on a multiple basis, are considerably cheaper outside of Big Tech," Stoltzfus said.
Persons: John Stoltzfus, Stoltzfus, he's, It's, Ameriprise's Anthony Saglimbene, DWS Group's David Bianco, Goldman Sachs, Tesla, —, Oppenheimer, Stocks, that's, it's Organizations: Business, Oppenheimer Asset Management, University of Michigan, Stoltzfus, Apple, Microsoft, Netflix, Nvidia, Big Tech, Software, isn't, Facebook, Google Locations: industrials
☆ 'A lot of ifs and leaps of faith': 7 investment chiefs and strategists break down earnings trends in what may be a make-or-break Q4, and 3 sectors to watch
  + stars: | 2024-01-19 | by ( James Faris | ) www.businessinsider.com   time to read: +9 min
Markets are closely monitoring Q4 earnings results, which began rolling out in mid-January, since they give much-needed clarity on the prior year while setting the tone for the year ahead. AdvertisementWhat to expect during the Q4 earnings seasonEarnings seasons often bring surprises, but there are also bankable bets. But we're going to be driven more by the macro, if we're excluding these mega-cap tech stocks." 3 sectors with boom-or-bust potentialWhile the strategists Business Insider spoke with didn't provide investing recommendations, several shared which sectors they're watching in Q4. Bianco believes the tech sector's earnings will rise over 20% this year.
Persons: —, Matt Stucky, Stucky, David Kelly, UBS Josh Jamner, That's, Jamner, Carol Schleif, Schleif, there's, Anthony Saglimbene, David Bianco, Saglimbene, Bianco, Brad Klapmeyer, Klapmeyer, " Bianco, Ameriprise's Saglimbene, BMO's Schleif, Indrani De, De, she's, he'd, that's Organizations: Service, Business, Northwestern Mutual Wealth Management, Asset Management, UBS, ClearBridge Investments, BMO Family Office, DWS, Macquarie Asset Management, FTSE Russell Locations: Americas
☆ Top money managers warn that 2024 earnings expectations are getting out of hand, even as Wall Street firms scramble to raise their S&P 500 targets
  + stars: | 2024-01-18 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Goldman Sachs"We expect price increases to be driven by modest earnings growth and well-supported price-to-earnings multiples," wrote Austin Pickle, a strategist at WFII, in a January 16 note. Stucky continued: "I've never seen a re-acceleration in earnings growth — which is what the baseline expectation is for earnings — absent some sort of economic recovery or an acceleration in economic growth. He noted that many factors influence profits, but added that his forward model suggests there's earnings risk ahead. Bianco said he expects flat or mid-single-digit earnings growth for stocks in most sectors. However, he said that during expansions, GDP growth is a poor predictor of earnings growth.
Persons: Goldman Sachs, Austin Pickle, Jonathan Golub, Golub, Matt Stucky, Stucky, I've, Brad Klapmeyer, He's, Klapmeyer, Anthony Saglimbene, —, Saglimbene, Saglimbene doesn't, David Bianco, Bianco Organizations: Business, Wells, Investment Institute, UBS, Federal Reserve, Northwestern Mutual Wealth Management, Macquarie Asset Management, DWS Group
☆ It's a good time to put more money into fixed income, says DWS Group’s David Bianco
  + stars: | 2023-09-15 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a good time to put more money into fixed income, says DWS Group’s David BiancoDWS Group’s David Bianco and Dynasty’s Ron Insana join 'Power Lunch' to discuss market choppiness, rate cuts and inflation.
Persons: DWS Group’s David Bianco DWS Group’s David Bianco, Dynasty’s Ron Insana
☆ We expect this stall in earnings growth to continue this year into 2024: DWS' David Bianco
  + stars: | 2023-08-22 | 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 EmailWe expect this stall in earnings growth to continue this year into 2024: DWS' David BiancoDavid Bianco, DWS Group Americas CIO, joins 'Power Lunch' to discuss Bianco's thoughts on Nvidia's upcoming quarterly earnings results, what the valuations require, and much more.
Persons: DWS, David Bianco David Bianco Organizations: Group
☆ We're going to see a couple quarters of small GDP contraction, says DWS Group’s David Bianco
  + stars: | 2023-08-11 | 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 EmailWe're going to see a couple quarters of small GDP contraction, says DWS Group’s David BiancoDavid Bianco, DWS Group Americas CIO, joins 'Squawk Box' to discuss the latest market trends, why he believes the economy is showing enough resilience to keep interest rates where they are, and more.
Persons: DWS Group’s David Bianco David Bianco Organizations: Group
☆ The equity market is going to make the Fed's job a lot more challenging: DWS Group's David Bianco
  + stars: | 2023-06-30 | 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 EmailThe equity market is going to make the Fed's job a lot more challenging: DWS Group's David BiancoDavid Bianco, DWS Group Americas CIO, joins 'Squawk Box' to discuss the U.S. equity market, its impact on the Fed's inflation fight, where to find opportunities in today's market, and more.
Persons: David Bianco David Bianco Organizations: Group
☆ Inflation will be down below 3% in 2024: DWS Americas CIO
  + stars: | 2023-04-06 | 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 EmailInflation will be down below 3% in 2024: DWS Americas CIODavid Bianco, DWS Group CIO of the Americas, joins 'Squawk Box' to discuss the consequences of zero rates, comparing the potential recession to previous economic contractions and the overall impact on the stock market.
☆ Fed should raise rates by 50-basis-point next week, says Komal Sri-Kumar
  + stars: | 2023-01-26 | 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 EmailFed should raise rates by 50-basis-point next week, says Komal Sri-KumarKomal Sri-Kumar, president of Sri-Kumar Global Strategies, and David Bianco, DWS Americas CIO, join 'Squawk Box' to discuss bond markets, how equity rallies affect the Federal Reserve, and more.
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