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☆ Growing investment opportunities in healthcare and decarbonization, portfolio manager says
▼ + stars: | 2024-05-20 | 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 EmailGrowing investment opportunities in healthcare and decarbonization, portfolio manager saysStephanie Niven, portfolio manager at investment firm Ninety One, outlines the long-term investment opportunities in the healthcare and decarbonisation sectors.

Persons: Stephanie Niven

☆ Best of CNBC Pro this week: How to trade Nvidia and alternatives to the AI juggernaut
▼ + stars: | 2024-03-16 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

CNBC Pro readers flocked this week to several stories on Nvidia and other ways to play the stock's monstrous rally. The top Pro story this week was " Sell Nvidia or stick with it? Other stocks could see a lift in the coming week off the Nvidia conference including AMD, Broadcom and Oracle. How to trade Nvidia In a column Monday, Fairlead Strategies founder Katie Stockton gave a guide to how to trade stocks that have " gone parabolic " like Nvidia and Meta. Nvidia alternatives Another top-performing Pro story this week was David Keller's on the potential breakout in Block , the parent company of Square.

Persons: Vahan Janjigian, he's, We've, Cantor Fitzgerald, C.J, Muse, Katie Stockton, Stockton, David Keller's, Keller, Stephanie Niven, Niven, BofA Organizations: CNBC Pro, Nvidia, Greenwich Wealth Management, Bank of America, NVIDIA, AMD, Broadcom, Oracle, Meta, KLA Corp

☆ The Oscars producers said they had to cover John Cena up 'like a Ken doll' for his nearly nude segment at the awards show
▼ + stars: | 2024-03-12 | by ( Amanda Goh | ) www.businessinsider.com time to read: +2 min

Read previewJohn Cena had a supposed nude segment at the Oscars on Sunday, and the show's producers said they had to cover his private parts "like a Ken doll" so they wouldn't run afoul of broadcasting standards. However, the producers of the awards show managed to push things as far as they were allowed, he said. AdvertisementThe team also covered Cena up in the back and Velcro-ed the giant envelope to his front so that it wouldn't fall, Mills said. I was very thankful that we didn't have to send him out there in tighty whities, which I'm sure legal would have preferred." AdvertisementIn a recent interview with People, Cena said that he always tries to be committed to the characters he portrays.

Persons: —, John Cena, Cena, Walt, Rob Mills, Mills, Ken, Molly McNearney, McNearney, David Niven, Elizabeth Taylor, Britney Spears, — you've Organizations: Service, ABC, Walt Disney, Business Locations: tighty

☆ 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

☆ Turns out John Cena wasn't fully nude when presenting an award at the 2024 Oscars
▼ + stars: | 2024-03-11 | by ( Amanda Goh | ) www.businessinsider.com time to read: +2 min

John Cena wasn't fully nude while presenting the award for best costume design at the 2024 Oscars. Backstage photos revealed Cena was wearing a protective garment that covered his private parts. AdvertisementJohn Cena presented the award for best costume design at the 2024 Oscars in nothing but Birkenstocks and an oversized envelope held over his groin. Robert Gauthier/Los Angeles Times via Getty ImagesThe beige-colored protective garment resembled a piece of underwear and covered Cena in the front and back. AdvertisementJohn Cena wore a protective garment that covered his private parts.

Persons: John Cena wasn't, Cena, Cena's, —, John Cena, Robert Gauthier, Al Seib, David Niven, Elizabeth Taylor, Jimmy Kimmel, Cena peeked, Kimmel, Cena couldn't Organizations: Service, Los Angeles Times, Getty, Cena

☆ What’s So Funny About a Naked Man?
▼ + stars: | 2024-03-10 | by ( Rhonda Garelick | ) www.nytimes.com time to read: +2 min

John Cena’s ‘streaker manqué” routine at the Oscars was pretty funny. And soon, an entirely naked, and remarkably buff, Mr. Cena came onstage to introduce the Best Costume Design, nervously grasping the sealed Oscar envelope over his genitals, as a makeshift fig leaf. Then, in a bit of television magic, he was draped in a toga-like, one-shouldered robe with a tasseled rope belt. An exactingly chiseled, naked male body onstage is only funny because it is unexpected — because, that is, it does not belong to a woman. Seeing a naked woman on stage at the Oscars could never be funny, simply because it’s the norm to see female bodies in various states of revealing dress on the red carpet, and in movies as well.

Persons: John Cena’s ‘, Jimmy Kimmel, Mr, Cena, Kimmel, David Niven, Elizabeth Taylor

☆ 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

☆ Michelin’s Coveted Stars Can Come With Some Costs
▼ + stars: | 2023-09-12 | by ( Julia Moskin | More About Julia Moskin | ) www.nytimes.com time to read: +1 min

Michelin gave no restaurant three stars, and named only one with two stars: L’Atelier de Joël Robuchon, in Miami’s Design District, an outpost of a global restaurant chain founded by French chef who had been dead for four years. “It was utter shock.”Amid decades of expansion, Michelin has maintained that its stars transcend geography, taste and trends; that a one-star restaurant in Hangzhou can (and must) have the same value as a one-star restaurant in Hamburg or Honfleur or Hialeah. Today, “when someone is flying from Germany to San Diego to eat at your restaurant, the stakes are much higher,” said William Bradley, the chef-owner of Addison, Southern California’s only three-star Michelin restaurant. Michelin inspectors are full-time employees, and are sent around the world to perform evaluations, ensuring that no inspectors can privilege relationships or preferences in their own regions. Mr. Poullenec said that Michelin’s culinary and editorial judgments far outweigh financial considerations.

Persons: L’Atelier, Robuchon, “, ”, Niven Patel, William Bradley, Poullenec Organizations: Michelin, Design Locations: Miami, French, Hangzhou, Hamburg, Hialeah, France, Germany, San Diego, Addison , Southern

☆ Jane Birkin: An Adventurous Artist Made in England, Forged in France
▼ + stars: | 2023-07-16 | by ( Elisabeth Vincentelli | ) www.nytimes.com time to read: +2 min

In 1969, the year that “Slogan” came out, Birkin had a supporting role in Jacques Deray’s scorching, now cult thriller “La Piscine” alongside Alain Delon and Romy Schneider. Throwing yet another twist into her career is that after Gainsbourg, Birkin was in a relationship with the uncompromising filmmaker Jacques Doillon. It felt like a new Jane Birkin, inhabiting her physicality in a way that was almost dangerously unrestrained — and it earned her the first of three César Award nominations. The next year, she appeared in a Marivaux play directed by the influential Patrice Chéreau at his Nanterre theater. Despite her trepidation, her performance was a success, and Birkin continued to appear onstage, alternating, as was her wont, between boulevard fare and Euripides.

Persons: —, — Birkin, ”, Birkin, Jacques Deray’s, Alain Delon, Romy Schneider, Joe Dallesandro, Andy Warhol, Paul Morrissey, Gainsbourg, Peter Ustinov, Bette Davis, David Niven, Mia Farrow, Angela Lansbury, Jacques Doillon, Alma, Birkin’s, Andrew, Jane Birkin, Patrice Chéreau Locations: Nanterre

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

☆ VIEW Bank of England delivers hefty rate hike
▼ + stars: | 2023-06-22 | by ( ) www.reuters.com time to read: +6 min

Traders scrambled to price in a peak to UK rates of as much 6% and its implications for the risk of recession, and rate-sensitive stocks like banks and homebuilders slid. MONEY MARKETS: UK 2-year gilts dropped sharply, then rose after the decision but were last unchanged at 5.04%. But even if the bank hasn't offered up any new guidance, the rate decision itself is revealing. The UK has the unenviable title of highest core inflation rate in the G7, and by quite some margin. "Having said that, their policy is now more data dependent, the bank had to deliver a rate increase.

Persons: homebuilders, Sterling, gilts, JAMIE NIVEN, JAMES SMITH, hasn’t, hasn't, BoE, SEEMA SHAH, CHRIS BEAUCHAMP, Bailey, PAUL OBERSCHNEIDER, BOE, ” ROBERT JEFFREE, GARY SMITH, EVELYN, Yoruk Organizations: Bank of England, MPC, Traders, CANDRIAM, ING, LONDON, IG GROUP, Treasury, EMEA, Thomson

☆ Test proves that CO2 sucked from the air can be trapped in concrete
▼ + stars: | 2023-02-03 | by ( ) www.cnbc.com time to read: +4 min

To do that, two things are needed: first, capturing carbon dioxide with nature or technology, and second, locking it up for centuries. The rock is then heated to release the collected ambient carbon dioxide, and the cycle repeats. Canada's CarbonCure, the concrete technology company, mixes CO2 with concrete ingredients, turning it into a mineral that strengthens the concrete, cutting the need for cement — the part of concrete with the biggest carbon footprint. The U.S. government and industry broadly see $100-a-tonne carbon dioxide as a reasonable price for broad deployment. However, concrete's ubiquity is attractive, because there are few places to securely hold carbon dioxide at present.

LONDON, Dec 16 (Reuters) - The Bank of England looks like it's being outed as the weakest link. The primary reason was that two of the nine-person MPC voted to end the Bank's rate rise campaign right away as the recession the Bank thinks is already underway will get entrenched next year. But with the median economist forecast for the Bank's terminal rate somewhere around 4.25%, markets still seem aggressively positioned for a hawkish surprise and the pound may be more vulnerable to that revision as the winter progresses. Significantly, the implied Fed terminal rate edged higher to 4.9% after its policy setpiece on Wednesday - even if is still below the 5.1% the Fed indicated. Reuters Graphics Reuters GraphicsReuters GraphicsReuters Graphics Reuters GraphicsThe opinions expressed here are those of the author, a columnist for Reuters.

☆ Jimmy Kimmel returns as host for the 95th Oscars
▼ + stars: | 2022-11-07 | by ( ) www.nbcnews.com time to read: +4 min

Jimmy Kimmel is back as host of the 95th Oscars in 2023, marking the late-night star’s third time fronting the ceremony — which he last did five years ago. The “Jimmy Kimmel Live” host previously led the 2017 and 2018 telecasts, the former of which produced the famous “La La Land” and “Moonlight” best picture screw-up. “Being invited to host the Oscars for a third time is either a great honor or a trap,” Kimmel said in a statement. “Jimmy is the perfect host to help us recognize the incredible artists and films of our 95th Oscars,” Academy CEO Bill Kramer and Academy president Janet Yang said in a statement. Added Craig Erwich, president, ABC Entertainment, Hulu & Disney Branded Television Streaming Originals: “Having Jimmy Kimmel return to host ‘The Oscars’ is a dream come true.

The net effect was to catapult next year's implied Fed terminal rate well above 5%. Fed vs BoE Terminal RatesNIESR chart on UK variable mortgagesBANK "IN A HOLE"Although the BoE insisted further hikes from 3% would likely be needed, two of the nine person policymaking council voted for a smaller rate rise this week. State Street's EMEA macro strategist Tim Graf also thinks a terminal rate closer to 4% is now "the more likely end state for policy rates." The BoE needs to be super careful about the pound because another withering lurch will simply aggravate import and energy price inflation. by Mike Dolan, Twitter: @reutersMikeD; Editing by Josie KaoOur Standards: The Thomson Reuters Trust Principles.

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