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Top related persons:
Stephanie Niven - 4 Niven - 2 CNBC's - 1 Brian Chin - 1 FactSet - 1 Abrdn's Xin - 1 Yao Ng - 1 Abrdn's Ng - 1
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California India China Singapore Davos Mindray Luxembourg Eaton
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Ninety - 2 Sustainable Equity - 2 Equity Fund - 2 Corp - 1 Nvidia - 1 KLA Corp - 1 KLA - 1 Wall - 1

Search resuls for: "Sustainable Equity"


9 mentions found


☆ This under-the-radar chip stock is in Nvidia's supply chain and profiting from AI boom, fund manager says
  + stars: | 2024-03-11 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
KLA Corp could be a lesser-known semiconductor equipment company to profit from the AI boom, according to fund manager Stephanie Niven. KLA is known for making semiconductor manufacturing equipment used in a process known as "yield management." KLAC 1Y line While not a headline AI stock itself, Niven, global sustainable equity portfolio manager at Ninety One, said KLA plays a critical supporting role in enabling AI capabilities. "[KLA] is a semiconductor equipment maker, and it leans into the supply chain of AI," Niven told CNBC's "Squawk Box Europe" Friday. KLA has generated impressive returns amid the AI semiconductor upswing.
Persons: Stephanie Niven, Niven, CNBC's, Brian Chin, FactSet Organizations: Corp, Nvidia, Ninety, KLA Corp, Sustainable Equity, KLA, Wall, Analysts, Intel, Samsung Locations: California
☆ Fund manager names the stock that is decarbonizing the AI transition
  + stars: | 2024-03-11 | 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 EmailFund manager names the stock that is decarbonizing the AI transitionStephanie Niven, fund manager behind the Ninety One Global Sustainable Equity fund named the stocks to capitalize on the long-term trends of artificial intelligence and decarbonization.
Persons: Stephanie Niven Organizations: Email, Sustainable Equity
☆ Strategist shares how to play the AI and decarbonization trends in the stock market
  + stars: | 2024-03-08 | 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 EmailStrategist shares how to play the AI and decarbonization trends in the stock marketStephanie Niven, global sustainable equity portfolio manager at Ninety One, discusses how investors can position themselves in global stock markets to capitalize on the long-term trends of artificial intelligence and decarbonization.
Persons: Stephanie Niven Organizations: Ninety
☆ China vs. India? Where one Asia investment manager is buying in a world of uncertainty
  + stars: | 2024-01-21 | by ( Evelyn Cheng | ) www.cnbc.com   time to read: +3 min
India stocks have run up so high that China looks relatively attractive, said Abrdn's Xin-Yao Ng, Singapore-based investment manager of Asian equities. Until the Chinese economy rebounds, his strategy is to pick stocks. Chinese stocks have dropped over the last several months, with the Shanghai Composite trading near lows not seen since the early months of the pandemic in 2020. All this follows a year in which mounting concerns about China's economy and lack of stimulus have kept investors on the sidelines. But for China's economy overall, a slew of concerns from geopolitics to an aging population remain.
Persons: Abrdn's Xin, Yao Ng, Abrdn's Ng, Ng, Li Qiang, he's, Abrdn, We've Organizations: Shanghai, Equity Fund, Eye, Nike Locations: India, China, Singapore, Davos, Mindray
☆ These 11 funds have performed as well as tech stocks over the past 5 years
  + stars: | 2023-07-28 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Look beyond tech But there are opportunities beyond tech: Morningstar data reveals the funds outside of tech and growth sectors that have also outperformed over the last five years. Top holdings include Home Depot, Johnson Controls International, Floor & Décor and Trane Technologies. Guinness Atkinson Alternative Energy Fund : This fund picks companies in the alternative energy sector, with at least half of the business dedicated to renewable energy or energy efficiency. Global X Lithium and Battery Tech ETF : The ETF comprises lithium producers and lithium battery makers — all essential to electric vehicles. Top holdings include United Airlines, Marathon Oil, Tyson Foods, Best Buy, and Synchrony Financial.
Persons: James Demmert, Hubbell, MasTec, Invesco Russell, Russell, Vanguard Baillie Gifford Organizations: Street Research, U.S . Federal, Morningstar, Enphase Energy, Fidelity, Housing, Home, Johnson, Trane Technologies, Guinness Atkinson Alternative Energy Fund, Schneider, NextEra Energy, Shelton Sustainable Equity Fund, Bunge, Battery Tech ETF, Samsung SDI, Trust, Industrial Renaissance, SPX Technologies, Sterling Infrastructure, Global, U.S . Infrastructure Development, Holdings, Rockwell Automation, United Rentals, Deere, Co, United Airlines, Marathon Oil, Tyson Foods, Synchrony, Heptagon, Equity Fund, Xenon Pharmaceuticals, TransMedics, FTAI Aviation, Vanguard, Moderna, Alnylam Pharmaceuticals, Coursera, Water Resources, Nasdaq, Water Locations: Luxembourg, Eaton, Albemarle
☆ Focus: Investors target consumer goods makers on fears of customer exodus over high prices
  + stars: | 2023-07-12 | by ( Richa Naidu Jessica Dinapoli | Richa Naidu | Jessica Dinapoli | ) www.reuters.com   time to read: +6 min
Consumer goods makers say the price hikes are necessary, and that they have taken a hit to margins over the past two years. Some companies such as Clorox (CLX.N) have even begun to ease off the hikes to protect sales volumes as input costs fall. "In the U.S. in particular, these pressures are more acute than in Europe," Janus Henderson portfolio manager Luke Newman told Reuters. U.S. consumer strength has begun weakening, "and that's bad news for the consumer companies," Barclays analyst Iain Simpson said. Still, cost inflation has chipped away at margins, which have broadly fallen 2-4 percentage points over the past two years for the consumer goods industry.
Persons: Janus Henderson, Luke Newman, Newman, Richard Marwood, Robert Klaber, Parnassus, Iain Simpson, Alvarez, Marsal, David Chavern, Stephanie Niven, Niven, Irene Jensen, Jensen, Thomas Joekel, Richa Naidu, Jessica DiNapoli, Matt Scuffham, Deepa Babington Organizations: U.S, Consumer, Reuters, Royal London Asset Management, Investments, Biden, Barclays, Procter, Gamble, Consumer Brands Association, Sustainable Equity Fund, Norges Bank Investment Management, Unilever, Reckitt, Investment, Thomson Locations: Ukraine, U.S, Europe, San Francisco, United States
☆ Look at companies benefiting from energy efficiency moves, sustainable equity advisor says
  + stars: | 2023-03-03 | 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 EmailLook at companies benefiting from energy efficiency moves, sustainable equity advisor saysDeirdre Copper, head of sustainable equity at asset management firm Ninety One, discusses the U.S. Inflation Reduction Act, why Europe is lagging on policy, and the need to grasp the detail in sustainable investing.
☆ These mutual funds are planning to hit investors with capital gains distributions. How to decide the right move for you
  + stars: | 2022-11-11 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
There may be some pain ahead for mutual fund investors in the form of capital gains taxes. "That means funds that have suffered steep falls this year could still distribute capital gains to investors," Welch said. John Hancock will pay double-digit capital gains distributions on several of its funds. Almost a dozen Nuveen funds will make 5% to 10% capital gains distributions, while twice that number of T. Rowe price funds will pay out between 4% and 21%. Passively managed funds may have distributions but they tend to be smaller than actively managed funds, Benz pointed out.
☆ Look for renewable energy companies with these 'structural tailwinds,' strategist says
  + stars: | 2022-10-31 | 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 EmailLook for renewable energy companies with these 'structural tailwinds,' strategist saysDeidre Cooper, head of sustainable equity at Ninety-One, discusses what investors should be looking out for in the renewable energy sector against the backdrop of an energy price crisis, and how the U.S. has gained an advantage over Europe.
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