DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Matthew McLennan - 2 Jefferies - 1 Mohit Kumar - 1 LSEG - 1 Goldman Sachs - 1 Oliver Collin - 1 Europe's - 1 Collin - 1
Top related locs:
U.S Frankfurt Silicon Germany New York City Asia Pacific Former
Top related orgs:
Treasury - 2 Silicon Valley Bank - 1 Credit Suisse - 1 Deutsche Bank - 1 U.S - 1 drugmaker Novo Nordisk - 1 Fidelity - 1 Thomson - 1

Search resuls for: "Matthew McLennan"


7 mentions found


☆ Priced for earnings recession, European equities could weather storm
  + stars: | 2023-10-17 | by ( Joice Alves | ) www.reuters.com   time to read: +5 min
After a long period of scepticism towards European equities, some investors and analysts are finding cause for optimism. European companies are expected to enter their first earnings recession - two consecutive quarters of falling earnings - since 2020. But European stocks are better priced for a recession than their U.S. counterparts, said Matthew McLennan, co-head of First Eagle’s Global Value team. First Eagle's McLennan said the weaker euro in part supported the outlook for European equities. "There's some possibility that European equities, by both their valuation and their currency valuation, could do better than U.S. equities over a period of time".
Persons: Jefferies, Mohit Kumar, LSEG, Matthew McLennan, Goldman Sachs, Oliver Collin, Europe's, Collin, LVMH, Ayesha Akbar, Eagle's McLennan, Joice Alves, Mark Potter Organizations: Silicon Valley Bank, Credit Suisse, Deutsche Bank, U.S, drugmaker Novo Nordisk, Fidelity, Thomson Locations: Frankfurt, Silicon, Germany, U.S
☆ CNBC Daily Open: Investors got a brief reprieve
  + stars: | 2023-10-05 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
Traders work on the floor of the New York Stock Exchange during morning trading on October 04, 2023 in New York City. This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Stocks climbed, yields retreatedU.S. stocks climbed Wednesday and Treasury yields retreated, helping the Dow Jones Industrial Average break its three-day losing streak. Here's how he's planning to manage the risk, and what he's buying to hedge against possible losses.
Persons: Stocks, Kospi, payrolls, Marc, Antoine Julliard, Sam Bankman, Jim Jordan, Steve Scalise, Kevin McCarthy, Jordan's, Donald Trump, who's, Matthew McLennan Organizations: New York Stock Exchange, CNBC, Treasury, Dow Jones, Japan's Nikkei, ADP, FTX, Speaker U.S, Freedom Caucus, Former U.S Locations: New York City, Asia, Pacific, Former, U.S
☆ This bearish fund manager thinks the U.S. is headed for a debt crisis. Here's what he's buying
  + stars: | 2023-10-05 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
The U.S. is headed for a major debt crisis due to its fiscal deficit being at the "worst structural point since World War II," according to value investor Matthew McLennan. Over the past two decades, the federal government had its smallest budget deficit of $0.16 trillion in 2007, just before the global financial crisis. The hedge Given his bearish view, McLennan prefers gold as an investment hedge. Stocks Beyond gold, McLennan said he sees value in stocks like Meta and Oracle , two of the top equity holdings in the Global Fund. McLennan said his fund has owned Oracle since it launched an AI-powered database five years ago.
Persons: Matthew McLennan . McLennan, McLennan, hasn't, it's, you've, Meta, OpenAI Organizations: Global Fund, Security, Treasury, Meta, Oracle, Nvidia, Microsoft Locations: U.S, United States
☆ Watch CNBC's full interview with First Eagle Investments' Matthew McLennan
  + stars: | 2023-09-28 | 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 First Eagle Investments' Matthew McLennanMatthew McLennan, portfolio manager of the First Eagle Global Value Fund, joins 'The Exchange' to discuss fiscal laxity at the peak of the economic cycle, financial stability concerns due to the federal deficit, and equity markets failing to price in risks facing the dollar.
Persons: Matthew McLennan Matthew McLennan Organizations: Eagle Investments, Value Fund
☆ This half-century old fund seeks out global value and has Warren Buffett's style all over it
  + stars: | 2023-03-03 | by ( Yun Li | ) www.cnbc.com   time to read: +5 min
Warren Buffett has inspired generations of value investors, and one 53-year-old, market-beating mutual fund has his legacy all over it. For almost three decades, starting in 1979, the fund was run by another acolyte of value, Jean-Marie Eveillard. Since 1979, First Eagle Global has returned more than 12% annually, even including the 5% load fee charged on the first $25,000 invested. The fund employs three main elements when it comes to security selection within the universe of global value, Brooker said. When we're not able to find things that make sense to us, that meet our underwriting criteria, we'll wait in cash," Brooker said.
☆ Watch CNBC’s full interview with First Eagle Investments' Matthew McLennan
  + stars: | 2023-02-14 | 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 First Eagle Investments' Matthew McLennanMatthew McLennan, First Eagle Investments portfolio manager, joins 'The Exchange' to discuss the bond market and the markets as a whole.
☆ Investors should diversify as U.S. dollar has medium-term risk, says First Eagle's Matthew McLennan
  + stars: | 2023-02-14 | 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 EmailInvestors should diversify as U.S. dollar has medium-term risk, says First Eagle's Matthew McLennanMatthew McLennan, First Eagle Investments portfolio manager, joins 'The Exchange' to discuss the bond market and the markets as a whole.
0 next >>
Total: 7