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Search resuls for: "Kayne Anderson Rudnick"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall-cap valuations look better than large caps, says market strategist Julie BielJulie Biel, Kayne Anderson Rudnick chief market strategist, joins 'Power Lunch' to discuss the markets, the Fed and opportunities in small caps.
Persons: Julie Biel Julie Biel, Kayne Anderson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLow leverage is 'absolutely critical' in the current rate environment: Kayne Anderson's Julie BielJulie Biel, chief market strategist at Kayne Anderson Rudnick, joins CNBC's 'The Exchange' to break down investing strategies around the Fed's rate decision, stock picks, and more.
Persons: Julie Biel Julie Biel, Kayne Anderson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe don't have a ton of business use cases for AI yet, says Kayne Anderson's Julie BielJulie Biel, chief market strategist at Kayne Anderson Rudnick, joins 'The Exchange' to discuss whether 'Magnificent 7' valuations are warranted, finding opportunities outside 'Magnificent 7' stocks, and more.
Persons: Kayne, Julie Biel Julie Biel, Kayne Anderson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors still want to protect themselves from market uncertainty, says Kayne Anderson's Julie BielJulie Biel, chief market strategist at Kayne Anderson Rudnick, joins 'Power Lunch' to discuss whether she believes the market is fairly valued or not.
Persons: Kayne, Julie Biel Julie Biel, Kayne Anderson Organizations: Investors
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta's Ray-Ban smart glasses are 'less ambitious' than Apple but make the most sense: Julie BielJulie Biel of Kayne Anderson Rudnick shares her comparison of Apple's Vision Pro and the Ray-Ban Meta Smart Glasses.
Persons: Meta's, Julie Biel Julie Biel, Kayne Anderson Rudnick, Ray
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWeak volumes in transports indicate a softer holiday, says Kayne Anderson Rudnick's Julie BielBrian Reynolds, Reynolds Strategy chief market strategist, and Julie Biel, Kayne Anderson Rudnick portfolio manager and senior research analyst, join 'The Exchange' to discuss rising delinquency rates, the outlook for the holiday season, and more.
Persons: Kayne Anderson, Julie Biel Brian Reynolds, Julie Biel Organizations: Reynolds Strategy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's better to own quality businesses that do well regardless of economic conditions: Julie BielJulie Biel, Kayne Anderson Rudnick portfolio manager and senior research analyst, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike campaign, and more.
Persons: Julie Biel Julie Biel, Kayne Anderson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Kayne Anderson Rudnick's Julie Biel and Annex Wealth's Brian JacobsenJulie Biel, portfolio manager at Kayne Anderson Rudnick, and Brian Jacobsen, Annex Wealth Management chief economist, join 'The Exchange' to discuss how current Fed rates compare to historic highs, the case for the Fed to raise rates further, and tips for finding durable competitive equities.
Persons: Kayne Anderson, Julie Biel, Brian Jacobsen Julie Biel, Brian Jacobsen Organizations: Wealth Management, Fed
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed has 'no good reason' to hike rates, says Annex Wealth's Brian JacobsenJulie Biel, portfolio manager at Kayne Anderson Rudnick, and Brian Jacobsen, Annex Wealth Management chief economist, join 'The Exchange' to discuss how current Fed rates compare to historic highs, the case for the Fed to raise rates further, and tips for finding durable competitive equities.
Persons: Brian Jacobsen Julie Biel, Kayne Anderson, Brian Jacobsen Organizations: Wealth Management, Fed
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCertain sectors are already in their own earnings recession: Kayne Anderson Rudnick’s Julie BielGregory Branch, Veritas Financial Group managing partner, and Julie Biel, Kayne Anderson Rudnick portfolio manager and senior research analyst, join 'Squawk Box' to discuss the latest market trends, earnings season so far, the Fed's inflation fight, and more.
Persons: Anderson, Julie Biel Gregory Branch, Julie Biel, Kayne Anderson Organizations: Veritas Financial Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMajor components of inflation failing to decelerate quickly, says Morgan Stanley's Michael KushmaKayne Anderson Rudnick’s Julie Biel, Morgan Stanley’s Michael Kushma and The Wall Street Journal's Greg Ip join 'Power Lunch' to discuss the Fed's upcoming rate decision, the case for the Fed to raise rates again, and uneven momentum in the market.
Persons: decelerate, Morgan Stanley's Michael Kushma Kayne Anderson, Julie Biel, Morgan Stanley’s Michael Kushma, Greg Ip Organizations: Fed
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCommercial real estate lenders in San Francisco face risk amid credit crunch, says Julie BielJulie Biel of Kayne Anderson Rudnick joins 'The Exchange' to discuss bank exposure to commercial real estate in San Francisco, California's loan risk status, and real estate pricing out the San Francisco population.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'm very focused on credit quality in bank earnings: Kayne Anderson and Rudnick's BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins 'Squawk Box' to discuss Biel's thoughts on the bank earnings results, specific themes Biel may be looking for in these earnings, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBrands with durability perform in times of good and bad, says Kayne Anderson Rudnick's Julie BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins 'The Exchange' to discuss earnings variability in energy markets, investment opportunities in financial tech solutions, and health care applications for AI.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're 'hands off' on most U.S. regional banks, says investment advisory firmJulie Biel of Kayne Anderson Rudnick says the "biggest question" is what the regulatory backlash from the Silicon Valley Bank crisis will be.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's very unclear how this bank fallout is going to reverberate: Kayne Anderson Rudnick's BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins 'Squawk Box' to discuss her thoughts on equity markets, where she feels most comfortable in stocks, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJames Bullard's comments don't change market dynamics: Kayne Anderson Rudnick's Julie BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins 'Squawk Box' to discuss St. Louis Federal Reserve President James Bullard's recent comments, how Biel would be positioned in today's markets, and more.
The "Fast Money" traders are at odds over Tesla with a key event ahead. Even though Tesla shares rallied on CEO Elon Musk's plans to unveil his "Master Plan 3" at investor day on March 1, trader Julie Biel warns gains will likely stall. Tesla shares initially rallied on last Wednesday's announcement. "He's got his Twitter and Tesla bros behind him, and that's a meaningful force for the stock." Grasso got long on Tesla last Wednesday, and he plans to stick with the stock through investor day.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInterest rates will continue to play a huge market factor in 2023, says Julie BielJulie Biel, portfolio manager at Kayne Anderson Rudnick, joins CNBC's 'Squawk Box' to break down her market outlook for 2023.
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