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Search resuls for: "Global Equity Investment"


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☆ You can get better returns by looking outside of the Mag 7, says Hannah-Gooch Peters
  + stars: | 2024-04-24 | 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 EmailYou can get better returns by looking outside of the Mag 7, says Hannah-Gooch PetersHannah Gooch-Peters, Global Equity Investment Analyst at Sanlam Investments, discusses tech stocks, market breadth, and where she's finding opportunity outside of the Magnificent 7.
Persons: Hannah, Gooch Peters Hannah Gooch Organizations: Peters, Global Equity Investment, Sanlam Investments
☆ Feeling FOMO over Reddit or Truth Social? Here's another way to cash in on meme stocks
  + stars: | 2024-04-03 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Meme stocks, which gained popularity through social media platforms like Reddit and Twitter, have attracted retail investors looking to make a quick profit. In 2021, GameStop shares skyrocketed by more than 1,500% in just a few weeks, driven by a coordinated effort from retail investors on the Reddit forum r/WallStreetBets . This means that retail investors are often in a disadvantaged position when trading. Cashing in So, what can investors do to capitalize on the trading phenomenon without taking on the risks associated with meme stocks? Gooch-Peters suggests looking at the exchanges themselves, citing Intercontinental Exchange (ICE) as an example.
Persons: Hannah Gooch, Peters, Gooch, Gerry Fowler, Fowler Organizations: GameStop, Sanlam Investments, Twitter, UBS, Intercontinental Exchange, ICE, Quality, New York Stock Exchange, Nasdaq, CBOE
☆ This payments firm has Nvidia-like profit margins — and it's even more sustainable, investor says
  + stars: | 2024-04-01 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Gooch-Peters pointed to Visa — which has a 60% operating profit margin — as a more sustainable investment opportunity. This creates a strong competitive moat and helps to sustain the company's high profit margins over time. Gerry Fowler, chief European equity strategist at UBS, echoed the sentiment about the importance of a company's competitive moat while picking stocks. The UBS strategist pointed to the attempts of Apple, then the world's biggest company, to break into the payments network sector. The UBS strategist also cautioned that impenetrable moats might sometimes pose a downside risk to investors.
Persons: Hannah Gooch, Peters, you've, Gooch, London Business School . Gooch, " Gooch, Gerry Fowler, Fowler, Flower Organizations: Nvidia, Sanlam Investments, CNBC, London Business School, Visa, Sanlam's, Quality, UBS, Apple, world's, MasterCard, Apple Card, Mastercard, U.S
☆ U.S. or Europe — where's best to invest right now? CNBC Pro Talks goes on the road to find out
  + stars: | 2024-03-26 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
This Wednesday at London Business School, CNBC's Steve Sedgwick will ask two market experts where's best to invest right now. Fowler leads UBS' European equity strategy and global derivative strategy teams. Gooch-Peters is a member of Sanlam's global high-quality equity team and leads the global equity team's investment strategy. Fowler leads UBS' European equity strategy and global derivative strategy teams. Gooch-Peters is a member of Sanlam's global high-quality equity team and leads the global equity team's investment strategy.
Persons: Steve Sedgwick, Gerry Fowler, Hannah Gooch, Peters, Fowler, Gooch, Hannah Organizations: CNBC, London Business School, UBS, Chief European, Sanlam Investments, BNP Paribas, Citi, Sanlam Locations: Abrdn, London, . New York, Singapore
☆ Look beyond the 'Magnificent Seven' tech stocks, analyst says — and names 5 top picks
  + stars: | 2023-08-31 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
When it comes to picking stocks, Hannah Gooch-Peters of asset management firm Sanlam Investments UK avoids chasing trends. She said she believes investors need to look beyond the "Magnificent Seven," referring to Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — tech stocks that have made massive gains this year. Sanlam's $5 billion-plus Global High Quality Fund invests in global stocks with a "high quality bias." The companies her firm picks have rather low capital expenditure as a percentage of their sales, she said. It also has a "mortgage-signing technology service which is "really, really exciting," she said.
Persons: Hannah Gooch, Peters, Gooch, We're, it's, you've, That's Organizations: Sanlam Investments, Apple, Microsoft, Nvidia, Tesla, CNBC, Quality Fund, Peters . Services, Yum Brands, KFC, Taco Bell, Intuit, SAP, Intercontinental Exchange, Samsung Electronics
☆ 'Absolutely formidable': Analyst names her top chipmaker and explains why it has the edge
  + stars: | 2023-08-29 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
South Korean giant Samsung Electronics has an edge over other semiconductor companies, according to Hannah Gooch-Peters of asset management firm Sanlam Investments UK. Semiconductor firms have "to massively invest," Gooch-Peters said. Samsung produces dynamic random access memory chips and NAND chips. And you know … if you've got generative AI you need these memory chips to be able to use it," she added. It also has its very stable smartphone business, Gooch-Peters said.
Persons: Hannah Gooch, Peters, Gooch, Samsung's, it's, you've Organizations: Samsung Electronics, Sanlam Investments, CNBC, Semiconductor, Samsung, Taiwan Semiconductor, Qualcomm, Tesla, Intel, Sony, Korea Exchange, London Stock Exchange, Luxembourg Stock Exchange, Korea ETF, BetaShares Asia Technology Tigers Locations: Korea, Asia
☆ This U.S. stock is a 'formidable business' with a 'really exciting runway' for growth, analyst says
  + stars: | 2023-08-25 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Gooch-Peters said ICE has tapped the huge amount of data from its exchanges arm to boost its data analytics. Gooch-Peters also called its mortgage-signing technology "really, really exciting." "We think the runway for growth, particularly on that mortgage technology side is really exciting. Its $5 billion-plus Global High Quality Fund invests in global stocks with a "high quality bias." "You've got this sort of inherent resilience of very high quality companies, their earnings streams are more resilient.
Persons: Hannah Gooch, Peters, Gooch, they've, it's, You've Organizations: Intercontinental Exchange, Sanlam Investments, CNBC, ICE, New York Stock Exchange, Quality Fund
☆ CNBC Pro Talks: This analyst is betting on ‘high quality’ stocks instead of chasing trends
  + stars: | 2023-08-23 | 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 EmailCNBC Pro Talks: This analyst is betting on ‘high quality’ stocks instead of chasing trendsCNBC’s Joumanna Bercetche spoke to Hannah Gooch-Peters of asset management firm Sanlam Investments UK. The global equity investment analyst discussed the firm’s $5 billion-plus Global High Quality Fund, which invests in global stocks with a “high quality bias.”
Persons: Bercetche, Hannah Gooch, Peters Organizations: Sanlam Investments, Quality Fund
☆ CNBC Pro Talks: This analyst is betting on 'high quality' stocks instead of chasing trends
  + stars: | 2023-08-22 | by ( ) www.cnbc.com   time to read: +2 min
They will discuss companies outside the U.S. showing growth prospects that are "far larger over time" than that of some mega-caps, historically. That includes being able to avoid chasing trends, not overpaying for quality companies, and much more. She will discuss the firm's $5 billion-plus Global High Quality Fund, which invests in global stocks with a "high quality bias." Join CNBC Pro Talks on Wednesday, August 23, at 12 p.m. BST / 7:00 p.m. SGT / 7:00 a.m. Here's where he's investing Related coverage from Pro: Here are 7 beaten-up global stocks that analysts expect will double Annuities, stocks or Treasurys?
Persons: Hannah Gooch, Peters, Gooch, Guy Spier, Buffett Organizations: Sanlam Investments, Quality Fund, Yum Brands, Nvidia, Bank of America Locations: U.S, Downside
☆ Fund strategist: We were buying Intuit stock during the stock market sell-off
  + stars: | 2023-03-17 | 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 EmailFund strategist: We were buying Intuit stock during the stock market sell-offHannah Gooch-Peters, global equity investment analyst at Sanlam Investments, said her fund is buying shares of tax specialist Intuit amid the stock market sell-off over problems in the banking sector.
☆ Analysis: BOJ has markets bracing for more bond, FX turmoil as shift seen inevitable
  + stars: | 2023-01-18 | by ( Naomi Rovnick Yoruk Bahceli | Naomi Rovnick | Yoruk Bahceli | ) www.reuters.com   time to read: +5 min
Japan's 10-year bond yield, trading at 0.4%, fell on Wednesday but is not far off its highest levels since 2015. Total holdings of foreign bonds by Japanese institutional investors, excluding Japan's $1 trillion reserve portfolio, reached $3 trillion at their peak. GOING HOMEThe implications of higher inflation and a possible end to ultra-low rates are not lost on Japanese investors. Still, anticipating a shift, Japanese investors sold a net 2.1 trillion yen ($15.94 billion) of foreign bonds in December, marking a fourth straight month of selling. According to Nomura, Japanese investors have been far more active buyers of global and overseas equities than domestic stocks in the last decade.
☆ This global stock exchange is under-valued and offers a 'very good' entry point for investors, outperforming fund strategist says
  + stars: | 2023-01-12 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Shares of the London Stock Exchange Group are trading at a "very good" entry point for investors after a 10% decline in the bourse's stock over the past month, according to a fund strategist. Hannah Gooch-Peters, global equity investment analyst at Sanlam Investments, said the U.K.'s premier stock exchange had performed well in the past year due to the volatility in the fixed-income markets and the high spot prices of commodities. LSEG-GB 5Y line The share price of the London Stock Exchange Group has risen by 101% between Jan 2018 and Jan 2023. The London Stock Exchange Group, which goes by the ticker LSEG, is the fifth largest holding at 4.1% of Gooch-Peters' $480 million fund. However, the consensus price target of analysts compiled by FactSet shows a 24% upside from the current share price.
☆ October 2022 was an 'inflection point' for markets, analyst says
  + stars: | 2023-01-10 | 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 EmailOctober 2022 was an 'inflection point' for markets, analyst saysHannah Gooch-Peters, global equity investment analyst at Sanlam Investments, says the U.S. dominated markets in the past decade, but October 2022 was an "inflection point."
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