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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStay underweight small caps, rates likely to remain high, says PIMCO's Erin BrowneErin Browne, PIMCO, joins 'Closing Bell' to discuss equities and her asset allocation outlook.
Persons: PIMCO's Erin Browne Erin Browne
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRobust earnings environment will ultimately drive stocks higher, says PIMCO's BrowneErin Browne, PIMCO, joins 'Closing Bell' to discuss Browne's thesis towards equity markets, where investors want to be in equities, and more.
Persons: PIMCO's Browne Erin Browne
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKorea is a cheap entry point into AI and tech, says PIMCO's Erin BrowneErin Browne, PIMCO, joins 'Closing Bell' to discuss her investing playbook and her stock outlook.
Persons: PIMCO's Erin Browne Erin Browne Organizations: Korea
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies will continue to be able to deliver on earnings in 2024, says PIMCO's Erin BrowneErin Browne, PIMCO portfolio manager, joins 'Closing Bell' to discuss adding equity risk to your portfolio.
Persons: PIMCO's Erin Browne Erin Browne Organizations: Companies
Then, Kelce saw Oropeza's painting entitled “:13 seconds,” which depicted the dramatic finish to the Chiefs' game against Buffalo in 2022. “That right there,” Kelce told Oropeza, “looks familiar.”Oropeza's work has caught the attention of more than just Kelce in recent years. He's done commissions for Jarrod Dyson of the Kansas City Royals and the wife of former St. Louis Cardinals slugger Albert Pujols. “We are incredibly proud of our 60-plus-year connection to the Kansas City region,” Chiefs president Mark Donovan said in a statement. Those are just some of the small businesses that have benefited from what has become a robust Chiefs industry.
Persons: — Anthony Oropeza, Travis Kelce, Kelce, Satchel Paige, ” Kelce, Oropeza, , He's, Jarrod Dyson, Albert Pujols, Patrick Mahomes, , Mark Donovan, Go Taylor, Taylor Swift, Charlie Hustle, Dolce, Andy Reid, ” Dolce, Erin Brown, ” Brown, Jason Kelce, Reid, Andy Reidcicle, “ It's, ” Oropeza, Travis Organizations: of Fame Negro, Chiefs, Buffalo, AFC, Kansas City Royals, Louis Cardinals, San Francisco 49ers, Econsult Solutions, Arrowhead, ” Chiefs, Kansas, ” Dolce Bakery, Super, Kansas City, Ravens, Vegas, , Bills, Eagles, Miami Locations: Kan, Kansas City, Cleveland, Prairie Village , Kansas, Kansas, Las Vegas, Liberty , Missouri
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with SoFi's Liz Young and PIMCO's Erin BrowneLiz Young, SoFi head of investment strategy, and Erin Browne, PIMCO portfolio manager, join 'Closing Bell' to discuss markets, labor trends, and their market outlook for 2024.
Persons: SoFi's Liz Young, PIMCO's Erin Browne Liz Young, Erin Browne
Kansas City has been gripped by Taylor Swift mania amidst her relationship with Travis Kelce. Taylor Swift. They're not alone: Swiftmania has seized Kansas City, and the next great American dynasty — of a blockbuster football team and pop music superstar — is invigorating the Midwestern city. Indeed, Lonely Planet included Kansas City on its list of top destinations to visit in 2024 released on Thursday. While Swift is not single-handedly responsible for the Kansas City renaissance, her presence is currently being felt in the wallets and streets of Kansas City.
Persons: Taylor Swift, Travis Kelce, , Megan Folmsbee, Who's Travis, Swift, Westside Storey, Folmsbee, They're, Swiftmania, Ericka Hamilton, Misha Wilson, Randi Mahomes, Patrick Mahomes, Hamilton, Wilson, Randi, Travis Kelce's, ❤️, RsE3P5HKAd —, Sarah Fretwell, Erimish, Fretwell, Travis, Jason Kelce, hasn't, Taylor, We've, Xavier Ross, RAYGUN, It's, Ross, it's, Abby Meyer, Meyer, Dolce, Erin Brown, they've, Katlyn Howard, That's, Brown, Jack Stack, Kelce, Patrick Joyce, Joyce, could've Organizations: Kansas City, Swifties, Service, Westside Storey, Kansas City Chiefs, Westside, Chiefs, Kansas, RsE3P5HKAd — ESPN, Philadelphia Eagles, Arrowhead, University of Toronto, KC, . Kansas City's Union, Union, Bakery, Kansas City's, Lonely Planet Locations: Kansas, Arrowhead, Kansas City, Arkansas, . Kansas, Argentine
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBuy on a tactical basis, but be ready to sell in 2024, says PIMCO's Erin BrowneErin Browne, PIMCO portfolio manager, joins 'Closing Bell' to discuss her 2024 outlook for earnings and the market.
Persons: PIMCO's Erin Browne Erin Browne
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Citi Global's Kristen Bitterly and PIMCO's Erin BrownKristen Bitterly, Citi Global Wealth Management head of North America investments, and Erin Browne, PIMCO portfolio manager, join 'Closing Bell' to discuss short-term risks for the stock market.
Persons: Citi Global's Kristen, PIMCO's Erin Brown Kristen, Erin Browne Organizations: Citi Global's, Citi Global Wealth Management Locations: North America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is appropriately discounting risk in smaller cap companies, says Pimco's Erin BrownePimco's Erin Browne joins 'Closing Bell' to discuss investment in high quality defensive stocks, Chinese stocks fueled by reopening, and a bifurcation in the market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market's not pricing in the fact that Fed tightening still has a way to go, says PIMCO's Erin BrownePIMCO's Erin Browne joins CNBC's 'Closing Bell' to discuss a volatile day for the markets and where she sees things headed in the second half of the year. With CNBC's Mike Santoli.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's reopening will be a tailwind for the luxury trade, says PIMCO's Erin BrowneErin Browne, PIMCO portfolio manager, joins 'Closing Bell: Overtime' to discuss international stocks surging and expectations for the markets after a possible China reopening.
Here's how the firm says to invest in 2023 as interest rates peak and markets struggle. After one of the worst years ever for the classic 60-40 stock-bond portfolio, portfolio managers at Pacific Investment Management Company (PIMCO) have gone back to the drawing board. Higher interest rates will bring down corporate profits — not just inflation, Browne warned. "With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments," Browne wrote. Countries that started hiking interest rates early, including those in emerging markets, will offer the best opportunities early in the downturn.
Watch CNBC's full interview with PIMCO's Erin Browne
  + stars: | 2022-11-16 | 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 EmailWatch CNBC's full interview with PIMCO's Erin BrownePIMCO's Erin Browne joins 'Closing Bell' to discuss her new asset allocation outlook, prospects for bond returns in 2023 and lessons from the negative stock-bond correlation.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEven after inflation peaks, it will remain persistent, says PIMCO's Erin BrownePIMCO's Erin Browne, joins 'Closing Bell' to discuss her new asset allocation outlook, prospects for bond returns in 2023 and finding value from the negative stock-bond correlation.
Stocks will likely bottom in Q3 2023, says UBS strategist Keith Parker. Right now, 59% of the indicators are triggered, suggesting a few more need to be checked off before stocks can bottom. Once stocks do bottom, Parker said stocks have typically gone on a tear. In recessionary scenarios where the market falls around 35%, the market surges on average 42% in the 12-month period following a bottom. In non-recessionary declines of around 25%, the market usually returns 27% in the 12 months after a bottom, Parker said.
Watch CNBC’s full interview with PIMCO's Erin Browne
  + stars: | 2022-10-24 | 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 EmailWatch CNBC’s full interview with PIMCO's Erin BrowneErin Browne, PIMCO portfolio manager, joins 'Closing Bell: Overtime' to discuss the possibility of a small market bounce and how she thinks investors should play it.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUse the upcoming bounce to reset shorts, says PIMCO's Erin BrowneErin Browne, PIMCO portfolio manager, joins 'Closing Bell: Overtime' to discuss the possibility of a small market bounce and and how investors should play it.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket is too complacent about the outlook, says PIMCO's Erin BrowneDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, and Erin Browne, PIMCO portfolio manager of multi-asset strategies, join 'Squawk on the Street' to discuss slowing growth in the market, overeager earning estimates for 2023, and tips for investor positioning in a falling market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bernstein's Dan Suzuki and PIMCO's Erin BrowneDan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, and Erin Browne, PIMCO portfolio manager of multi-asset strategies, join 'Squawk on the Street' to discuss slowing growth in the market, overeager earning estimates for 2023, and tips for investor positioning in a falling market.
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