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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSustainable investing can be deployed across the market, portfolio manager saysStephanie Niven, global sustainable equity portfolio manager at Ninety One, discusses sustainable investing and the insurance sector.
Persons: Stephanie Niven Organizations: Ninety
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailESG investing shifts to focus on sustainable drivers for structural growth, portfolio manager saysStephanie Niven, portfolio manager at Ninety One, says ESG investing is moving to focus on the search for companies that are incorporating non-financial data and sustainable drivers for structural growth.
Persons: Stephanie Niven Organizations: Ninety
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
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
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
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
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
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
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