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Beata Manthey - 8 — CNBC's Michael Bloom - 2 Manthey - 2 Emmanuel Cau - 1 we're - 1 Safran - 1 Atlas - 1 Drew Pettit - 1
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Search resuls for: "Beata Manthey"


12 mentions found


☆ 'Don't fight the Fed': Barclays and Citi turn bullish on these stocks after rate cut
  + stars: | 2024-09-25 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
The move prompted Wall Street giants Barclays and Citi to adopt a more optimistic stance on global cyclical stocks. Barclays believes the Federal Reserve's actions are "clearly designed to pull out all the stops to achieve a soft landing" for the economy. Barclays strategists noted that "cyclicals typically rebounded steadily after the Fed started its rate cut cycle ... as long as it was not followed by a recession." Citi strategists share a similar outlook for European stocks. "The scale of the downgrades has become so extreme of late that we're now approaching a point where negative ERI may be a useful contrarian indicator," the Citi strategists said.
Persons: Emmanuel Cau, Beata Manthey, we're, Safran, Atlas, — CNBC's Michael Bloom Organizations: Federal Reserve, Wall Street, Barclays, Citi, Fed, Siemens, BBVA, ING, Holcim, ASM Locations: United States
☆ Citi names undervalued global AI stocks poised for rerating — two were given 50% upside
  + stars: | 2024-07-11 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Citi has identified several undervalued global stocks exposed to artificial intelligence that present substantial investment opportunities. AI has driven approximately half the 11% return in the MSCI All Country World Index so far, according to Citi. The picture resembles the S & P 500 , where mega-cap stocks focused on AI have driven much of the rally. While many AI stocks have benefited from both expanding multiples and upward earnings revisions, Citi has identified a subset of 19 stocks that buck this trend. This dual tailwind of improving valuations and fundamentals has not been present in stocks with medium or low AI exposure — such as those in the table above.
Persons: Drew Pettit, Beata Manthey, — CNBC's Michael Bloom Organizations: Citi, Digital Realty Trust, Apple, Toyota Motor, Visa, ServiceNow, Samsung Electronics
☆ UK's Labour Party policies expected to be relatively business friendly, says Citi's Beata Manthey
  + stars: | 2024-07-05 | 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 EmailUK's Labour Party policies expected to be relatively business friendly, says Citi's Beata MantheyBeata Manthey, head of European equity strategy at Citigroup, and Wilfred Frost, Sky News anchor and CNBC contributor, join 'The Exchange' to discuss European elections, the impact to markets, and more.
Persons: Citi's Beata Manthey Beata Manthey, Wilfred Frost Organizations: UK's Labour Party, Citigroup, Sky News, CNBC
☆ Wall Street banks name 10 UK stocks to benefit from Labour landslide win
  + stars: | 2024-07-05 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
The U.K.'s center-left Labour Party has won a substantial parliamentary majority in the country's general election, unseating the incumbent Conservatives after 14 years. Manthey and her team picked the FTSE 250 index , which can be traded through exchange-traded funds such as iShares FTSE 250 UCITS ETF or Vanguard FTSE 250 UCITS , over the large-cap index FTSE 100 , as their "preferred post-election trade." The strategists, however, cautioned that historical data pointed toward lackluster returns immediately after the election results. More broadly, the investment bank's economist Anna Titareva said U.K. markets remain "heavily discounted" since after Brexit. After the election results were confirmed, they reiterated their stock preferences: Taylor Wimpey and Persimmon .
Persons: Beata Manthey, Manthey, Anna Titareva, Titareva, Anthony Codling, Taylor Wimpey, Gleeson, Bellway, Investec Organizations: Labour Party, Labour, Vanguard, UBS, Companies, FTSE, FTMC, RBC Capital Markets, Jefferies, Genuit Locations: Swiss
☆ European stocks are at a 'huge' discount to those in the U.S. and lack a trigger to reverse that, strategist says
  + stars: | 2024-06-28 | 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 EmailEuropean stocks are at a 'huge' discount to those in the U.S. and lack a trigger to reverse that, strategist saysBeata Manthey, head of global equity strategy at Citi, talks about how political risk is hitting European stocks.
Persons: Beata Manthey Organizations: Citi Locations: U.S
☆ France's election has the ability to rock wider European stocks, Citi strategist says
  + stars: | 2024-06-28 | by ( Jenni Reid | ) www.cnbc.com   time to read: +3 min
France's parliamentary election has already rattled investors as the country's risk premium rises — but two possible scenarios have still not been priced in by markets and could impact stocks in the wider European region, according to Citi. "However, the market is not priced in for far-right or far-left majority," Manthey said. "The outcome is still quite unclear, we only have polling for the first round of the election. "Let's put the announcement of the election in the context of the positioning of the investors. If the French election outcome "is very market unfriendly ... markets in Europe are quite correlated.
Persons: Beata Manthey, CNBC's, Manthey, Emmanuel Macron's, Let's, we've Organizations: Citi, CAC Locations: Sunday's, Europe, U.S
☆ Citi downgrades European stocks to neutral
  + stars: | 2024-06-17 | 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 EmailCiti downgrades European stocks to neutralBeata Manthey, head of European Equity Strategy at Citi Research, joins CNBC's 'The Exchange' to discuss increasing risk in Europe in the wake of EU's elections, how investors can position, and more.
Persons: Beata Manthey Organizations: Citi, Equity, Citi Research Locations: Europe
☆ Citi's top investment ideas if the ECB cuts rates as expected
  + stars: | 2024-06-06 | 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 EmailCiti's top investment ideas if the ECB cuts rates as expectedBeata Manthey, Global Equity Strategist at Citi, discusses how to invest as central banks around the world start cutting rates.
Persons: Beata Manthey Organizations: ECB, Global Equity, Citi
☆ Jim Cramer reviews Citi's European 'Super Seven'
  + stars: | 2024-03-08 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
CNBC's Jim Cramer on Friday reviewed the "Super Seven," mega cap European stocks Citi recently named as alternatives to the Magnificent Seven, but with lower valuations. "I want you to think of the Super Seven as a shopping list of high-quality European stocks that could be very attractive on a pullback," he said. Novo Nordisk " came out with the original GLP-1, diabetes and weight loss drug Ozempic. Richemont SAP Schneider Electric Eaton Ferrari"As great as the Super Seven may be, you're not exactly early to any of these stories — most of these stocks are trading at or near their all-time highs," Cramer said. "Of course, you could say the same thing about the Magnificent Seven, but it makes me a little queasy to recommend something that's already had a huge run."
Persons: CNBC's Jim Cramer, Beata Manthey, Bullish, Dior, SAP Schneider Electric Eaton, Cramer, that's Organizations: Citi, Nordisk, Givenchy, SAP Schneider Electric
☆ Citi says it's time to reconsider ESG, naming 3 stocks that could soar by 30%
  + stars: | 2023-04-18 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
ESG investing underperformed the broader market in 2022, but strategists at Citi think the segment could be about to rebound. Last year, the MSCI Europe Socially Responsible Investing index declined by 13.4% compared to the 8.9% fall in the broader MSCI Europe index. But Citi said ESG stocks — or those which take environmental, social, and governance factors into account — have historically shown resilience, with profit growth outpacing the broader market during earnings slowdowns. In line with this renewed focus, Citi has identified a number of stocks that it expects to rebound this year. To identify ESG stocks with "resilient" earnings per share, Citi screened the Stoxx Europe 600 index for large-cap stocks meeting several proprietary criteria, including ranking in the top 50 percentile of Truvalue Labs ESG index.
☆ As Wall Street turns bearish on the U.S., here's where the pros say to invest
  + stars: | 2023-04-04 | by ( Zavier Ong | ) www.cnbc.com   time to read: +6 min
Within Europe, Goldman prefers companies in value sectors that pay dividends , as well as select defensive and growth stocks in the market. Emerging markets Several Wall Street analysts are putting their money on emerging markets, with most bullish on China, the world's second-largest economy. While the bank expects just 1% earnings growth for emerging market stocks, it said the sector's valuation looks attractive at a 23% discount to global peers. Philip Blancato, CEO at Ladenburg Thalmann Asset Management, is also bullish on emerging markets. He added that the case for adding to emerging market allocations is growing, particularly given the "near guarantee" of a softer dollar in the short- to medium-term.
☆ Wall Street downgrades European banks and names stocks to buy 'in case markets turn sour'
  + stars: | 2023-03-24 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Wall Street is downgrading European banks after stresses in the sector led to the emergency merger of the two largest lenders in Switzerland. The bank's strategists said — in a report titled "A dozen stocks in case markets turn sour" — their list of 12 buy-rated stocks would prove resilient during broad market sell-offs. The list includes companies such as Nokia , Sodexo , and SAP among others that strategists at Deutsche Bank Research said could outperform broader markets during recessionary environments. Meanwhile, they said that Sodexo's defensive growth profile is also expected to lead to top-line growth of 8-10% this year. Deutsche strategists Maximilian Uleer and Caroline Raab added that the German tech giant SAP had finished its costly cloud investments and is now starting to see benefits from the transformation.
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