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☆ Trump’s trade threats put the world on a precipice and may say a lot about his second term
▼ + stars: | 2024-11-27 | by ( Stephen Collinson | ) edition.cnn.com time to read: +9 min

His first major global brouhaha since winning reelection posed the following questions that will help define the character of his second term. There’s no guarantee that Canada, Mexico and China will back down immediately. Trump’s trade war rhetoric is a reminder that in his worldview, the United States has few friends — only adversaries against whom it can choose to win or lose. The prime minister therefore has a huge incentive to avoid a trade war that could cause havoc in the Canadian economy. Initial reaction to Trump’s broadside against Canada and Mexico suggests that many observers see his outburst as a negotiating tactic.

Persons: Donald Trump, Trump, he’s, Pete, George W, Bush’s, “, “ Trump, Elon Musk, Justin Trudeau, Claudia Sheinbaum, —, Trudeau, Pierre Poilievre, Sen, Marco Rubio, Xi Jinping, ”, Gerry Connolly Organizations: CNN, Trump, Central ”, Elon, Conservative Party, Trade, North American Free Trade Locations: Canada, Mexico, China, United States, NATO, Russia, Ottawa, Canadian, Washington, Beijing, Europe, Ukraine

☆ Canada & Mexico have about 12 weeks to make tariff agreement with Trump, says Capital Alpha's Lucier
▼ + stars: | 2024-11-26 | 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 EmailCanada & Mexico have about 12 weeks to make tariff agreement with Trump, says Capital Alpha's LucierJames Lucier, Capital Alpha Partners managing director, joins CNBC's 'The Exchange' to discuss president-elect Donald Trump's plan for tariffs.

Persons: James Lucier, Donald Trump's Organizations: Canada, Trump, Capital Alpha Partners Locations: Mexico

☆ 4 investment strategies that will outperform the stock market in 2025, according to Goldman Sachs
▼ + stars: | 2024-11-25 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

AdvertisementInterest rate cuts and stable GDP growth boost market optimism for 2025. But AI-driven stock market gains may not sustain, with S&P 500 returns possibly muted. Goldman Sachs advises diversifying investments, focusing on value stocks and foreign markets. An earlier note from Goldman Sachs projected that the S&P 500 could have muted returns at 3% annually for the next decade. AdvertisementFinally, consider growth stocks that aren't pegged to technology, such as Eli Lilly, Honeywell International, Vertex Pharmaceuticals, and Chipotle, among others.

Persons: Goldman Sachs, Donald Trump's, it's, Peter Oppenheimer, Goldman, Eli Lilly Organizations: Honeywell, Vertex Pharmaceuticals, American Locations: Japan, Europe

☆ Dartmouth sorority, 2 fraternity members charged in death of student found in river
▼ + stars: | 2024-11-23 | by ( Minyvonne Burke | Samantha Cookinham | Minyvonne Burke Is A Senior Breaking News Reporter For Nbc News. | ) www.nbcnews.com time to read: +3 min

A Dartmouth College sorority and two members of a fraternity were charged in connection with the drowning death of Won Jang, whose body was found over the summer in the Connecticut River following an off-campus party, police said. They are both members of the Beta Alpha Omega fraternity, the same one Jang belonged to. Police said sorority members hosted the July 6 party and members of the fraternity who were over 21 purchased and supplied alcohol. The fraternity and sorority were immediately suspended after Jang’s death. These organizations, as well as all Dartmouth students and community members, have a responsibility to ensure Dartmouth remains a safe, respectful, equitable, and inclusive community for students, faculty, and staff,” the college said in a statement.

Persons: Won Jang, Matthew Catrambone, Samuel Terry, Jang, Dartmouth, Alpha Phi, “, Scott Brown, ” Jang Organizations: Dartmouth College, Hanover Police Department, Beta Alpha Omega, Alpha Phi, Police, Alpha, “ Dartmouth, Dartmouth, Department of Safety, Security Locations: Connecticut, New Hampshire, Hanover, “, Dartmouth’s, Dartmouth, Middletown , Delaware

☆ Investor focus shifts to rate cut outlook on Thanksgiving week, with Fed minutes and inflation data ahead
▼ + stars: | 2024-11-22 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

The interest rate outlook will come back into focus next week with key inflation data and Federal Reserve meeting minutes coming out ahead of Thanksgiving, as investors wrap up a major month for markets following President-elect Donald Trump's election victory. The October personal consumption expenditure (PCE) price index set to release Wednesday could dent already-dimming hopes for a December rate cut if it comes in hotter than expected. The inflation rate is expected to have increased 0.2% month over month and 2.3% year on year. Rosy expectations Even with the interest rate cut expectations coming in, investors are optimistic on the direction for stocks to close out the year and into 2025. Goldman Sachs' David Kostin this week said he expects the S & P 500 can end next year at 6,500.

Persons: Donald Trump's, —, Luke O'Neill, Stocks, O'Neill, Goldman Sachs, David Kostin, Morgan Stanley's Mike Wilson, Brian Belski, Tom Hainlin, Jeff Cox Organizations: Federal Reserve, Alpha Fund, Nasdaq, Dow Jones, BMO, UBS, Bank Asset Management, Dell Technologies, Chicago, New, Richmond Fed, Devices, Autodesk, PCE Deflator, Chicago PMI Locations: U.S, Chicago

☆ The market is having knee-jerk reactions to Trump's picks. That could spell buying opportunities
▼ + stars: | 2024-11-21 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Big swaths of the market have pulled back since the Nov. 5 election. Vaccine makers and processed food companies suffered after Robert F. Kennedy Jr., a prominent vaccine skeptic, was tapped to lead the Department of Health and Human Services. Just this week, HSBC upgraded Moderna to buy from hold, saying that its "pipeline deserves more than the market is giving it credit for." BioNTech, which pulled back more than 5% this month, was identified by Evercore ISI this week as a buying opportunity. AbbVie and First Solar are two other stocks with strong upside potential, based on analysts' consensus price targets compiled by FactSet.

Persons: Donald Trump's, Robert F, Kennedy Jr, Elon Musk, Vivek Ramaswamy, Nanette Abuhoff Jacobson, Luke O'Neill, FactSet Organizations: Department of Health, Human Services, Defense, Department of Government, Hartford Funds, Catalyst, Alpha Fund, White House, Moderna, HSBC, Evercore ISI, RFK Jr Locations: China

☆ Bird flu virus isolated from hospitalized Canadian teen shows signs of human adaptation
▼ + stars: | 2024-11-21 | by ( Brenda Goodman | ) edition.cnn.com time to read: +6 min

CNN —The avian flu virus isolated from a hospitalized teenager in Vancouver has mutations in key areas that could help the virus spread more easily in humans, scientists say. But scientists say the genetic changes are a reminder of what the virus is capable of if it continues to spread. The H5N1 bird flu virus that infected the teen, who is in critical but stable condition, is not the same strain that is transmitting in dairy cattle in the United States. The three mutations are at positions in the virus’ genome that Bloom and other scientists have determined would allow it to attach more easily to human cells. Most of the human H5N1 infections reported in the United States have had red, inflamed eyes as an early symptom, suggesting that’s where the virus entered the body.

Persons: ” Dr, Bonnie Henry, we’ve, ”, Jesse Bloom, “ It’s, Scott Hensley, immunologist, Hensley, Bloom, Dr, Sanjay Gupta, ” Bloom Organizations: CNN, Fred Hutchinson Cancer Center, University of Pennsylvania, CNN Health Locations: Vancouver, British Columbia, United States, Pacific Northwest, ARDS, Canadian, Washington

☆ 'The most expensive market of all time': Billionaire investor David Einhorn says it's probably not the best time to buy — but shares 2 stocks he's betting on
▼ + stars: | 2024-11-20 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

Einhorn said he's not bearish, but there will likely be better entry points into the market. Add David Einhorn to the list of top Wall Streeters pointing out how expensive the stock market is. Advertisement"This is a really, really, really pricey environment, but it doesn't necessarily make me bearish. Einhorn called this "the most expensive market of all time, as far as I can see, at least since I've been managing." AdvertisementBank of AmericaEinhorn is one of many to highlight stock valuations as a factor likely to impact forward returns.

Persons: David Einhorn, Einhorn, he's, CNH Industrials, it's, I've, Bank of America Einhorn, Goldman Sachs, David Kostin, Rob Arnott, Nelson Peltz, CNH, that's, That's Organizations: Alpha, Delivering Alpha, Capital, Bank of America, Research, Trian Partners, AG

☆ The AI-bull market has a long way to go, says Intelligent Alpha's Doug Clinton
▼ + stars: | 2024-11-19 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe AI-bull market has a long way to go, says Intelligent Alpha's Doug ClintonDoug Clinton, Intelligent Alpha founder, joins 'Closing Bell' to discuss Nvidia ahead of earnings and the company's growing pains.

Persons: Doug Clinton Doug Clinton Organizations: Intelligent Alpha, Nvidia

☆ Nakisa Bidarian: Meet the man spearheading Jake Paul’s divisive boxing career
▼ + stars: | 2024-11-19 | by ( Don Riddell | Jonny Velasquez | ) edition.cnn.com time to read: +7 min

At the age of 58, 31 years his opponent’s senior and nearly two decades on from his last professional bout, Tyson was clearly a shadow of the heavyweight champion he used to be. “Jake had an ayahuasca session and envisioned this fight (against Tyson) happening,” he told CNN Sport after the fight. Everyone became intimately familiar with the Netflix loading screen after the massive viewership to watch the streaming platform’s first-ever live boxing bout crashed the server. Paul (left) and Tyson fight at AT&T Stadium in Arlington, Texas. Third was giving young boxers a platform.”Nakisa Bidarian (center) stands between Tyson and Paul ahead of last week's fight.

Persons: “, Jake Paul, Mike Tyson, Nakisa, ”, Paul, YouTuber, Tyson, Bidarian, “ Jake, Jake Paul –, Alpha –, Al Bello, “ There’s, Mike Tyson’s, Roy Jones, ” Bidarian, Jake, ” Paul, Nate Robinson, Amanda Serrano, Ronda Rousey, Amanda, Brett Carlsen, Jutta Leerdam –, he’s, …, Serrano, Katie Taylor, Taylor, ” Serrano, Sarah Stier, “ Amanda Serrano Organizations: CNN, T, CNN Sport, Netflix, NBA, Madison Square Garden Locations: Arlington , Texas, Las Vegas, Ronda, Texas

☆ Goldman Sachs sees this dividend play returning 20% annualized over next four years
▼ + stars: | 2024-11-18 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Investors may like AT & T for its juicy dividend, but the underlying shares also have "significant upside" ahead, according to Goldman Sachs. The Wall Street investment bank sees a number of factors at play that should boost returns for the Dallas-based telecom giant, which pays a dividend yield of 4.89%. Overall, Schneider anticipates sustained EBITDA growth of 3%, which is 100 to 200 basis points faster growth than Wall Street is currently modeling, he said. That sustained improvement on EBITDA growth should warrant a higher multiple over time, he added. The stock, which hit a 52-week high on Monday, is up 37% year to date, excluding the dividend.

Persons: Goldman Sachs, Goldman, James Schneider, Schneider, T's Organizations: Dallas, Verizon, Mobile Locations: United States

☆ Finding Alpha for The Next Four Years
▼ + stars: | 2024-11-18 | by ( Carl Quintanilla | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinding Alpha for The Next Four YearsTop investment minds tell us where they are putting money to work, from artificial intelligence to global opportunities. Do changes in national leadership change an investment thesis, or is it full steam ahead on dominant themes for the years ahead?

☆ I became a stay-at-home dad at the age of 47. I've learned more about myself while parenting than I did in 20 years of my career.
▼ + stars: | 2024-11-17 | by ( Gary Nunn | ) www.businessinsider.com time to read: +5 min

This as-told-to essay is based on a conversation with Ben Maddern, stay-at-home dad and founder of South Australia's Strongman competition. Four years ago, at 47, I embarked on a huge life shift: I sold my business, stopped working, and became a stay-at-home dad for the first time. It's been a huge shift for me, and I've learned more about myself these last few years than at any time in my career. I've learned new things about myselfIf I had to give parenting advice to anyone, I'd say: just take it day by day. Not only has being a stay-at-home dad taught me it is OK to step out of your comfort zone, but it's important to do so.

Persons: Ben Maddern, he's, It's, I've, I'd, there's, I'm, that's, They've Organizations: South Australia's Strongman, CIA, Strongman

☆ 3 more arrested for alleged beating near Salisbury University of man targeted for his sexual orientation
▼ + stars: | 2024-11-16 | by ( Minyvonne Burke | Minyvonne Burke Is A Senior Breaking News Reporter For Nbc News. | ) www.nbcnews.com time to read: +3 min

Sean Antone, 19, Benjamin Brandenburg, 18, and Logan Clark, 19, were taken into custody a little over a week after the Salisbury Police Department announced the arrests of 12 Salisbury University students in the Oct. 15 assault. Antone was arrested by the Howard County Police Department on Nov. 7, authorities said in a news release. Brandenburg was arrested by Salisbury police on Wednesday, and Clark turned himself in to Salisbury police on Thursday. Police said they were contacted by university police on Oct. 31 about an alleged assault at an off-campus apartment complex for college-aged students. In a Nov. 7 letter, Salisbury University President Carolyn Ringer Lepre called the incident "an act of visceral hate" and said the fraternity was placed on suspension.

Persons: Sean Antone, Benjamin Brandenburg, Logan Clark, Antone, Brandenburg, Clark, Detectives, Carolyn Ringer Lepre, Steve Rakow, Riley Brister, Rakow, Ryder Baker, Bennan Aird, Cruz Cespedes, Dylan Earp, Elijah Johnson, Zachary Leinemann, Cameron Guy, Jacob Howard, Eric Sinclair, Patrick Gutierrez, Dylan Pietuszka, Lepre Organizations: Salisbury Police Department, Salisbury University, Howard County Police Department, Salisbury police, . Police, Police, Sigma Alpha Epsilon Locations: Maryland, Salisbury, Brandenburg

☆ 'This looks and feels like the year 2000 to me': Investing legend Rob Arnott says the stock market's record rally reminds him of the dot-com bubble peak
▼ + stars: | 2024-11-16 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

He said comparisons to the dot-com peak in 2000 are fair. Advertisement"This looks and feels like the year 2000 to me," Arnott told Business Insider on November 11. But Arnott believes AI optimism, which has driven the lion's share of the rally, is already fully priced in. At 37 times earnings, just below the late-2021 peak of 38, before the market fell by 25%, and the 2000 peak of 43, right in front of a 50% loss. "This is a really, really, really pricey environment, but it doesn't necessarily make me bearish.

Persons: Rob Arnott, he's, Arnott, —, Donald Trump, Trump, disruptors, There's, Goldman Sachs, David Kostin, Michael Hartnett, Hartnett, David Einhorn, Einhorn Organizations: Nvidia, Intel, Chief US, Business, Goldman Sachs Bank of America's Global, Equity, Bank of America, CNBC's, Alpha Locations: irrelevance

☆ Here are value investor David Einhorn's latest moves: Gold, Peloton and agriculture
▼ + stars: | 2024-11-15 | by ( Pia Singh | In | ) www.cnbc.com time to read: +2 min

David Einhorn's Greenlight Capital this week revealed a fresh stake in agriculture equipment maker CNH Industrial , and increased its bets on Peloton Interactive and gold in the third quarter. The hedge fund, which Einhorn founded in 1996, disclosed in its latest regulatory filing that it took a roughly $79 million stake in CNH during the latest quarter. Einhorn also increased his holding in Peloton by roughly 40%, bringing his stake in the company to about $45 million. That led him to buy medium-sized stakes in a few value companies and take a larger position in gold. Einhorn added 3.1% to his holding in SPDR Gold Trust in the most recent quarter, bringing it to $51 million.

Persons: David Einhorn's, Einhorn Organizations: Interactive, CNBC, CNBC's, Alpha, Robin Hood Investors Conference, Cornell, Trust, Capri Holdings, Penn Entertainment, HP, Roivant Sciences, Packaging, Tenet Healthcare Locations: CNH, Holland, New York City, Capri

☆ Stocks making the biggest moves midday: Tapestry, Capri, Disney and more
▼ + stars: | 2024-11-14 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Check out the companies making headlines in midday trading: Disney — The media stock popped 6% on stronger-than-expected earnings and guidance, aided by growth in its streaming business. Capri , Tapestry — Both luxury apparel stocks rose after the companies called off their planned merger , citing regulatory hurdles. Cisco Systems — The cybersecurity stock fell 2.1%. Ibotta said it expects fourth-quarter revenue to range between $100 million and $106 million, versus a FactSet estimate of $110.3 million. CNH Industrial — Shares rose more than 6% after Greenlight Capital's David Einhorn revealed at CNBC's Delivering Alpha conference that he took a medium-sized position in the agricultural equipment company.

Persons: Charles Schwab —, Charles Schwab, Ancora, Campbell, Piper Sandler, Ibotta, Greenlight Capital's David Einhorn, —, Jesse Pound, Pia Singh, Alex Harring, Hakyung Kim, Sean Conlon Organizations: Disney, Amazon, ASML, Cisco Systems, Wall, Revenue, Norfolk Southern, American Airlines —, Barclays, Alpha, Advance Locations: Capri

☆ Why the market should prepare for inflation to return in Trump second term, according to hedge fund investor David Einhorn
▼ + stars: | 2024-11-14 | by ( Eric Rosenbaum | ) www.cnbc.com time to read: +3 min

"We have increased our bets on inflation," he told CNBC's Leslie Picker at CNBC's Delivering Alpha investor summit on Wednesday. "We will have another inflection up in inflation," he said. "The policy mix being proposed is inflationary and we will see more of that over the next few years." The latest CPI data released Wednesday showed inflation in line with market expectations, at 2.6%. There is an argument for tolerating it and trying to run the economy as hot as possible.

Persons: David Einhorn, Donald Trump's, CNBC's Leslie Picker, Einhorn, bearish, Nelson Peltz, Trump, Harris, You've, you've, Anne Walsh Organizations: Greenlight, Alpha, Trump, Maytag, Trian, Guggenheim Partners Investment Management Locations: U.S

☆ A smart way to follow value investor David Einhorn into his latest play that generates income to boot
▼ + stars: | 2024-11-14 | by ( Michael Khouw | ) www.cnbc.com time to read: +6 min

Value investors believe these companies are undervalued due to temporary issues, market overreactions, or broader economic conditions. The approach is long-term, as value investors wait for the market to recognize the company's actual value, which may take time. On a podcast earlier this year, well-known hedge fund manager David Einhorn of Greenlight Capital lamented that modern-day passive investors pay no attention to "value" of the companies they buy. Outcome Scenarios : If the stock price stays above the strike price, the option expires worthless, allowing the investor to keep the premium as profit. If the stock price falls below the strike price, the option buyer will likely exercise it, obligating the seller to buy the stock at the strike price.

Persons: Benjamin Graham, Warren Buffett, David Einhorn, CNH Organizations: Greenlight, Deere & Co, Agco Corp, Farmers, CNBC, NBC UNIVERSAL

☆ Greenlight's David Einhorn says the markets are broken and getting worse
▼ + stars: | 2024-11-14 | by ( Bob Pisani | ) www.cnbc.com time to read: +7 min

As he has done several times before, Einhorn pointed a finger at passive, index investors: "The passive people, they don't care what the value is." "I view the markets as fundamentally broken," Einhorn said back in February on Barry Ritholtz's "Masters in Business" podcast. "You have these companies, and all they do is they manage these expectations, right?," Einhorn told Picker. This is causing great pain to value investors like Einhorn, many of whom have seen cash flee their funds. Another reason for long-term underperformance by active managers: They are competing against other active managers who have very little competitive edge against each other.

Persons: David Einhorn, Greenlight Capital's David Einhorn, Leslie Picker, Einhorn, It's, Picker, Barry Ritholtz's, Rob Arnott, Arnott, there's, doesn't, RAFI, you'd, I'm Organizations: Greenlight Capital, CNBC Delivering Alpha Investor, Alpha, CNH, Interactive, Cornell grad, Research Affiliates, P Global Locations: New York City, U.S

☆ Buying bonds when the Federal Reserve started cutting rates was a mistake that may soon get bigger
▼ + stars: | 2024-11-14 | by ( Eric Rosenbaum | ) www.cnbc.com time to read: +1 min

One of the surest bets when the Federal Reserve began cutting interest rates was for bond prices to rise while yields came under pressure, but that hasn't played out according to plan. This market, which has defied so many historical patterns, has kept the pressure on bond yields up due to a variety of factors, including more persistent concerns about the federal deficit. But her bigger concern remains on the bond side of the markets. She said investors will be "more wary" given the election rally and the pulling forward of expectations about tax cuts and regulation and expectations they will contribute to growth. But it is in the bond market where investors should expect even more volatility.

Persons: hasn't, Donald's Trump, Anne Walsh, Nelson Peltz Organizations: Federal Reserve, Guggenheim Partners Investment Management, CNBC's, Alpha, DA Locations: New York City

☆ Investor overseeing $1 trillion at Nuveen names her No. 1 idea right now
▼ + stars: | 2024-11-13 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Investors looking for opportunities in this elevated market may want to take a look at U.S. small caps, according to Nuveen's Saira Malik. "That's why we're looking at areas that are cheap — small caps trading at that big discount. Malik views small caps as one of the most attractive areas amid a broad rally that's boosted the major indexes and valuations to new highs. "Deregulation is going to make the world an interesting place, because it could open up more M & A activity, which, again, positive for small caps trading at that deep discount to their counterparts," Malik said. The iShares Russell 2000 ETF (IWM) , which tracks the Russell 2000, is up 8% this month.

Persons: Nuveen's Saira Malik, Smalls, Donald Trump's, Kamala Harris, Russell, Trump's, Malik, Nuveen, bode, Trump Organizations: CNBC's Delivering Alpha Conference Locations: U.S

☆ UN sounds alarm at Israel’s ‘severe violations’ at key buffer zone with Syria
▼ + stars: | 2024-11-13 | by ( Nadeen Ebrahim | ) edition.cnn.com time to read: +7 min

CNN —The United Nations has accused Israel of “severe violations” of a 50-year-old agreement with Syria, saying it has engaged in “engineering groundwork activities” that encroach on a key buffer zone in the Golan Heights. The Israeli military said the strikes were part of a larger effort to target the capabilities of a Hezbollah unit responsible for weapons smuggling. Saban said that Hezbollah is unlikely to try and trigger an Israeli military offensive from the Golan, however. In July, the IDF said it struck Syrian military infrastructure in retaliation for alleged breaches. “The IDF holds the Syrian military responsible for all activities occurring within its territory and will not allow any attempts to violate Israeli sovereignty,” the Israeli military said.

Persons: Israel, UNDOF, ”, Yasushi Kaneko, Navvar Saban, Golan, ” Saban, Majdal Shams, Saban Organizations: CNN, United Nations, UN, Observer Force, Planet Labs, European Space Agency, Israel Defense Forces, Labs, Alpha, IDF, Israel, Yomiuri Shimbun, AP, Harmoon, for Contemporary Studies, Lebanese, Syrian Foreign Ministry, Defense Ministry Locations: Syria, Golan, Israel, Jubata Al Khashab, Majdal Shams, Jordan, Lebanon, Iran, Iraq, Syria Israel, Tehran, Damascus, Majdal, Qusayr, Homs

☆ Meet the AI version of Andrew Ross Sorkin and David Faber
▼ + stars: | 2024-11-13 | 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 EmailMeet the AI version of Andrew Ross Sorkin and David FaberCNBC's Andrew Ross Sorkin and David Faber present their AI versions at CNBC’s Delivering Alpha 2024.

Persons: Andrew Ross Sorkin, David Faber CNBC's Andrew Ross Sorkin, David Faber

☆ Mercer's Olaolu Aganga sees policy risks coming from Trump presidency
▼ + stars: | 2024-11-13 | 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 EmailMercer's Olaolu Aganga sees policy risks coming from Trump presidencyOlaolu Aganga, Mercer U.S. Chief Investment Officer; Jo Taylor, CEO of the Ontario Teachers’ Pension Plan; and Anne Walsh, CIO of Guggenheim Partners Investment Management, join CNBC’s Delivering Alpha 2024 to discuss where they are putting their money to work, whether changes in national leadership could impact their investment thesis, and more.

Persons: Aganga, Olaolu Aganga, Jo Taylor, Anne Walsh Organizations: Trump, Mercer U.S, Chief, Ontario, Guggenheim Partners Investment Management, CNBC’s Locations: Mercer

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