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☆ A Baillie Gifford manager who oversees a $564 million fund details 4 of the top investing themes she's pursuing, including 3 stocks she likes right now
▼ + stars: | 2023-05-03 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

The firm is known for growth investing, but she says she's picking defensive, stable winners. Mileva told Insider about some of the industries and stocks she likes the most today. How is a company that's known for board games and fantasy figurines anything like a company that owns world famous luxury brands with products like high fashion accessories, champagne, and yachts? That's the view of Milena Mileva, the manager of Baillie Gifford's $564 million Developed EAFE All Cap fund, and an expert on international stocks. These are the ones that historically have been the most successful examples," she told Insider in a recent interview.

☆ Here's why the world's biggest publicly traded hedge fund is cautious on stocks right now
▼ + stars: | 2023-04-07 | by ( Morgan Chittum | ) www.businessinsider.com time to read: +2 min

Man Group's Mark Jones says he's cautious on the stock market right now. Stocks are facing deteriorating fundamentals, the Deputy CEO said on a recent podcast. "I think the risk-reward in equities is very, very tough at the moment," he said. Sign up for our newsletter to get the inside scoop on what traders are talking about — delivered daily to your inbox. The first reason to be cautious is stock fundamentals will likely deteriorate, Jones says, adding there's potential for further cuts in company earnings expectations.

☆ James Davolos' stock fund has been one of the world's best for two decades. He told us how he has consistently beaten the market, and why he's comfortable betting half his money on a single company.
▼ + stars: | 2023-03-24 | by ( Marley Jay | ) www.businessinsider.com time to read: +6 min

Co-manager James Davolos told Insider about the fund's approach to identifying market mistakes. Half the fund's money is in one stock, and Davolos explained why he's not hurrying to change that. Davolos and his team then investigate those areas and try to identify any mistakes the market has made about the quality of an investment. "Nobody at the firm follows a sector per se, or a geography, or a capitalization," Davolos told Insider in a recent interview. Texas Pacific doesn't have to pay for equipment or fund that work; it simply makes money from the drillers.

☆ International Stocks Lure Investors Seeking Bargains
▼ + stars: | 2023-03-08 | by ( Vicky Ge Huang | ) www.wsj.com time to read: 1 min

The trends suggest a lack of investor confidence in domestic stocks amid rising interest rates and lingering inflation. U.S. stock indexes are mostly higher to start 2023, but investors are increasingly looking for bargains overseas. They have added a net $14.4 billion to U.S. mutual and exchange-traded funds that buy international stocks this year, while pulling $34.1 billion from domestic stock funds, according to data from Refinitiv Lipper through March 1.

☆ Small-Cap Stocks Shine in Market Reversal
▼ + stars: | 2023-03-02 | by ( Vicky Ge Huang | ) www.wsj.com time to read: 1 min

Signs of strength in the U.S. economy have boosted the attractiveness of small-cap stocks for investors despite recession fears. Investors are hoping shares of small, domestic-focused companies have more room to run, even as the rebound in the broader market fizzles. They have added a net $4.2 billion to U.S. mutual and exchange-traded funds that buy small-capitalization stocks this year, while pulling $17.4 billion from large-cap funds, according to data from Refinitiv Lipper through Feb. 22. Of the equity groups tracked by Refinitiv Lipper, the inflows to small-cap funds are second only to international stock funds, which have attracted $16 billion.

☆ Get income and feel good about it: ESG-focused bond funds saw greater inflows than stock funds last year
▼ + stars: | 2023-03-01 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Socially conscious investors favored bond funds more than stocks for the first time, new Morningstar data shows. Sustainable bond funds amounted to three-fourths of overall net flows within sustainable funds, up from 16% in 2021. That jump helped fixed income funds overtake equity-focused peers in holding the lion's share of net inflows last year. Sustainable bond funds posted a $2.4 billion net annual inflow, compared with a loss of $335 billion seen among non-sustainable taxable- and municipal-bond funds. Still, the top fixed sustainable income funds held up better than the broader stock market last year.

☆ We asked 4 expert tech investors how to invest in AI without getting sucked in by the hype. Here's what they told us.
▼ + stars: | 2023-02-22 | by ( Marley Jay | ) www.businessinsider.com time to read: +9 min

Insider spoke to four tech fund managers about their ideas and approaches to the theme. This year, Open AI's ChatGPT has attracted even more hype — and much more money — as Microsoft invested $10 billion in Open AI. "Fads and themes are really common in technology," mutual fund manager Matthew Moberg told Insider. "A lot of the leading AI companies are using Cloudflare today, and we think that will increase." Michael Loukas is the CEO of TrueMark Investments, which launched its Tech, AI, and Deep Learning ETF three years ago.

☆ Investors Pour Into Chinese Stock Funds in Reopening Bet
▼ + stars: | 2023-02-14 | by ( Jack Pitcher | Hardika Singh | ) www.wsj.com time to read: 1 min

Global investors are pouring money into funds that track Chinese stocks, betting that the long-awaited reopening of the world’s second-largest economy will keep powering markets higher. Investors have added more than $2 billion on a net basis this year to U.S.-based mutual and exchange-traded funds that buy Chinese equities, according to data from Refinitiv Lipper. That reflects five consecutive weeks of inflows and marks a reversal from the second half of last year when they pulled almost $1 billion. It also coincides with an exodus from U.S.-focused stock funds.

☆ Investors Are Exiting U.S. Stock Funds During 2023 Rally
▼ + stars: | 2023-02-12 | by ( Hannah Miao | ) www.wsj.com time to read: 1 min

Investors have been pulling money out of U.S. equity mutual funds and exchange-traded funds. U.S. stocks have bounced back to start the year, but investors are fleeing funds tracking them. Investors have pulled a net $31 billion from U.S. equity mutual funds and exchange-traded funds in the past six weeks, according to Refinitiv Lipper data through Wednesday. That marks the longest streak of weekly net outflows since last summer and the most money pulled in aggregate from domestic equity funds to start a year since 2016.

☆ GraniteShares Founder talks rise, risk and reward of single-stock ETFs
▼ + stars: | 2023-02-08 | by ( Joshua Natoli | Alison Conklin | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGraniteShares Founder talks rise, risk and reward of single-stock ETFsCNBC's Bob Pisani sat down at the Exchange ETF Conference in Miami Beach with GraniteShares Founder and CEO Will Rhind to discuss the future of 2023's market rally. GraniteShares is one of a few ETF issuers offering single-stock funds, and discusses their rising popularity and the risk and reward associated with them.

☆ ChatGPT has investors scrambling to get on the AI bandwagon so much that obscure stocks are soaring just like big-name chip companies
▼ + stars: | 2023-02-08 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

That's that for the latest Fed talk — but today, we're taking a closer look at the AI hype train passing through the stock market. And small-cap tech stocks with names that nod to bots like BigBear.ai and SoundHound AI have similarly notched gains so far this year. Tech stocks have come back with a "vengeance," Fundstrat's Mark Newton said. It's a necessary step for policymakers to take, the group said, even if it means declines in stock market returns. Wall Street's biggest firms are warning their clients not to trust the stock market rally.

☆ James Abate's stock fund has nearly doubled its benchmark over 3 tumultuous years. Here's how he says investors should get ready for potential black swan events that could shape 2023.
▼ + stars: | 2023-02-07 | by ( Marley Jay | Lisa Kailai Han | ) www.businessinsider.com time to read: +5 min

Kiplinger rates the fund as the best US large-company stock fund from 2020 to 2022. That's not the most encouraging backdrop for stocks, especially since Abate said investors will be less comfortable taking big risks. He added that while the beginning of 2023 has been the opposite of 2022, that's not going to last. For the first black swan, Abate pointed towards the escalation of the Russian-Ukraine crisis, including the recent increase in air defense activity, ground troops, and the shipment of armored vehicles, tanks, and fighter aircraft. As for the second black swan, Abate also highlighted the Japanese government's "unprecedented" and "unsustainable" buying of the yen to boost the currency against others like the dollar.

☆ Morgan Stanley's first ETFs come with an ESG focus despite political pushback
▼ + stars: | 2023-02-07 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

The six new offerings of U.S. and international stock funds and a short-term bond fund from Calvert, part of Morgan Stanley Investment Management (MSIM), is built with ESG considerations in mind. The last three quarters of 2022 were very difficult," said Anthony Rochte, global head of ETFs at Morgan Stanley Investment Management. While the number of ESG funds is growing rapidly, Calvert distinguishes itself by conducting its own ESG scoring rather than relying on an index provider's system, Rochte said. And it goes back to the differentiation and the active process they employ in designing the Calvert principles," Rochte said. Over time, Morgan Stanley will look at launching ETFs beyond the Calvert brand, Rochte said.

Add to that mix the classic 60/40 portfolio model — a standard investing benchmark — that helps investors achieve that last point. Below, CNBC Select spoke to two financial professionals about how novices can put a 60/40 portfolio strategy in action. Once you're ready to invest, here are four simple ways to start putting money into a 60/40 portfolio. Vanguard Learn More Minimum deposit and balance Minimum deposit and balance requirements may vary depending on the investment vehicle selected. Wealthfront Learn More Minimum deposit and balance Minimum deposit and balance requirements may vary depending on the investment vehicle selected.

☆ Jim Nelson ran the 2 best international stock funds in the world in 2022, according to Kiplinger. He told us how he's positioned them for success, and why investors should go global now.
▼ + stars: | 2023-02-02 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Jim Nelson managed the two best global stock funds of 2022, according to Kiplinger. Nelson detailed his overall approach, and why he thinks international value stocks will thrive. In 2022, Kiplinger named Nelson's EuroPac International Dividend Income Fund as the highest-returning international large-cap value stock fund of the year, and his EuroPac International Value Fund ranked second. About half of the Value Fund's assets are dedicated to either defensive consumer-facing companies or basic materials makers. While international stocks have lagged US-based stocks for a long time, he says indicators are favoring non-US stocks today.

☆ These mining ETFs are soaring as gold's rally powers ahead in January
▼ + stars: | 2023-01-31 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

The SPDR Gold Trust (GLD) , which tracks gold prices, has a return of more than 5% in January, roughly matching the S & P 500. The VanEck Gold Miners ETF (GDX) has doubled up the SPDR Gold Trust this month, while the small cap Junior Gold Miners ETF (GDXJ) has gained more than 8%. Silver mining ETFs are also doing well, even though the iShares Silver Trust (SLV) is negative for the month. ETFMG's Prime Junior Silver Miners ETF (SILJ) has gained more than 8% this month. The SPDR Gold Trust had dipped less than 1% for three straight trading sessions entering Tuesday.

☆ Investors are piling the most cash into European stocks in nearly as year as recession outlook fades
▼ + stars: | 2023-01-27 | by ( Carla Mozée | ) www.businessinsider.com time to read: +3 min

European stock funds drew in $3.4 billion last week, the largest inflow since early 2022. Investors want exposure to the euro area as it looks increasingly likely it will avoid a recession. Investors poured in $3.4 billion into European equity funds over the past week, Bank of America said in its Flow Show note published Friday. But demand has been weaker than anticipated, leading to a roughly 70% crash from highs for natural gas prices. EU Economic Commissioner Paolo Gentiloni said this week there's "a chance to avoid a deep recession," for the bloc.

☆ Favorite income ideas of top performing funds cluster around similar stocks
▼ + stars: | 2023-01-26 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +1 min

CNBC Pro found four income funds that have performed well over the past three years, which could be opportunities for investors searching for reliable income as the year progresses: The BNY Mellon Income Stock Fund , Neuberger Berman Dividend Growth Fund , Invesco Value Opportunities Fund and Invesco Comstock Fund . Here are the funds: Three stocks stand out as being among the most heavily weighted across three of the funds: JPMorgan , Goldman Sachs and Caterpillar . Financial services names make up a large part of both the BNY Mellon and Invesco Comstock funds, with roughly 30% and 22% of the funds' investments in the sector. Both of them, as well as the Neuberger fund, include JPMorgan, which is the single biggest weighting in the BNY Mellon fund. Goldman Sachs is another favorite financial stocks, being heavily weighted in the BNY Mellon and both Invesco funds.

☆ China reopening spurs record inflows into emerging market funds -BofA
▼ + stars: | 2023-01-20 | by ( ) www.reuters.com time to read: +2 min

LONDON, Jan 20 (Reuters) - Investors poured a record $12.7 billion into emerging-market debt and equity funds in the week to Wednesday, in response to China's easing of its COVID-19 restrictions on activity, data on Friday from BofA Global Research showed. The sudden shift in Chinese policy has boosted many different asset classes, from commodities and mining stocks to currencies and equity markets in popular tourist destinations. The BofA data also showed weekly flows of $14.4 billion into bond funds, $7.5 billion into equities, $0.6 billion into cash and $0.6 billion from gold. BofA said there were $0.2 billion of inflows to European stock funds, the first inflows in 49 weeks. BofA's "Bull & Bear indicator" is at 3.5, a 10-month high driven by the inflows into emerging markets.

☆ Behavioral investing expert Phil Toews sees upside for stocks and bonds now — but warns investors that a bigger, longer-lasting downturn might be on the way
▼ + stars: | 2023-01-18 | by ( Marley Jay | ) www.businessinsider.com time to read: +3 min

Phil Toews is the CEO of Toews Asset Management, which has more than $2 billion in assets. Phil Toews has made a name for himself with defensive-oriented investing, so it's something of a surprise to hear he's taking some risks these days. Toews is the CEO and a portfolio manager at Toews Asset Management, which manages more than $2 billion in assets. One major reason is that stocks look expensive when a recession might be approaching. Toews says that stocks keep making short-term rallies because investors think the Federal Reserve is about to pivot and take a more dovish approach to interest rates.

☆ For Closed-End Fund Investors, Paper Losses Turn Real
▼ + stars: | 2023-01-12 | by ( Heather Gillers | ) www.wsj.com time to read: 1 min

Six BlackRock municipal-bond funds experienced at least two payout cuts last year. Investors in closed-end funds are feeling a painful consequence of the historic market slump: cuts to their monthly payouts. A Pacific Investment Management Co. California municipal-bond fund slashed dividends by 45% this month, while a Nuveen LLC stock fund endured a 7% cut. Eaton Vance Management in November cut distributions across six stock funds by as much as 24%. Six BlackRock muni funds endured at least two payout cuts last year, with dividends falling by as much as 38% in total.

☆ This dividend stock fund is beating the market. Here's its strategy and positions
▼ + stars: | 2023-01-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

The firm's Integrity Dividend Harvest Fund ended 2022 down just 1.45%, while the broader market saw its worst year since 2008. So far in 2023, Integrity Dividend has gained more than 5%, while the S & P is up only a little more than 1%. IDHIX 1Y mountain Integrity Dividend Harvest I outperformed the S & P 500 in 2022. The stock, which gained more than 19% last year, has a 3.65% dividend yield. "They're pointing to 6% to 7% long-term annual earnings growth, along with dividends growing in lockstep to their earnings," Radke said.

☆ U.S.-Stock Funds Fell 18.4% for 2022
▼ + stars: | 2023-01-09 | by ( William Power | ) www.wsj.com time to read: 1 min

Tech stocks were slammed down like wrestlers in 2022, and many fund investors were caught under the pile. The impact on stock funds wasn’t pretty—and investors can only hope that 2023 is the start of better times. The average U.S.-stock fund fell 18.4% for 2022, according to Refinitiv Lipper data, after having rallied for the three years before that, including the 22.5% gain in 2021.

☆ UK stock funds lost a record $10 billion last year, new research shows
▼ + stars: | 2023-01-06 | by ( Jenni Reid | ) www.cnbc.com time to read: +2 min

U.K.-focused equity funds saw record outflows in 2022. LONDON — Investors ditched U.K. stock funds at a record rate last year, according to new research, with the selling outpacing that in other major markets. That compared with £2.65 billion in outflows from other European stock funds, £1.17 billion from North American funds and £1 billion from Asia-Pacific funds. Meanwhile, passive equity funds, which track a stock market or market sector, saw their first year of net outflows on its records. Bright spots were global environmental, social, and corporate governance equity funds, which added £6.35 billion, and emerging market funds, which added £647 million.

☆ Two fund managers who were the toast of Wall Street in 2022 told us how they've built a working 25-year partnership and consistently won at stock picking
▼ + stars: | 2023-01-05 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

BNY Mellon mutual fund managers John Bailer and Brian Ferguson belong in the second camp. Over time they started to collaborate more closely thanks to their shared approach to value stocks. In time, the two began working together on coverage of large cap value stocks as well. Bailer has run the Income Stock Fund since the end of 2011. The Income Stock Fund has one additional criterion: the fund prioritizes dividends that are at least 50% greater than the yield of the average S&P 500 company.

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