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☆ Lack of political certainty in Europe comes at worst moment, says CIO
▼ + stars: | 2024-12-03 | 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 EmailLack of political certainty in Europe comes at worst moment after U.S. election, says CIOEdmund Shing, global chief investment officer at BNP Paribas Wealth Management, says the lack of political certainty in Europe comes at the "worst moment," as the U.S. gains a clear political direction following the November election.

Persons: Edmund Shing Organizations: Wealth Management, U.S Locations: Europe

☆ Expect positive gains in the market over the next few years: Defiance ETFs' Sylvia Jablonski
▼ + stars: | 2024-12-03 | 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 EmailExpect positive gains in the market over the next few years: Defiance ETFs' Sylvia JablonskiSylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the latest market trends, what to expect in 2025, the Fed's inflation fight, and more.

Persons: Sylvia Jablonski Sylvia Jablonski

☆ Watch CNBC's full interview with Rockefeller International chairman Ruchir Sharma
▼ + stars: | 2024-12-03 | 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 EmailWatch CNBC's full interview with Rockefeller International chairman Ruchir SharmaRuchir Sharma, Rockefeller International chairman and founder, Breakout Capital CIO and ‘What Went Wrong With Capitalism’ author, joins 'Squawk Box' to discuss investing in American markets, whether the U.S. market is overhyped, the gap between American and the rest of the world, President-elect Trump's impact on the markets, and more.

Persons: Ruchir Sharma Ruchir Sharma Organizations: Rockefeller International, Breakout Capital Locations: U.S

☆ Everyone has given up on the idea of investing outside of America, says Rockefeller’s Ruchir Sharma
▼ + stars: | 2024-12-03 | 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 EmailEveryone has given up on the idea of investing outside of America, says Rockefeller’s Ruchir SharmaRuchir Sharma, Rockefeller International chairman and founder, Breakout Capital CIO and ‘What Went Wrong With Capitalism’ author, joins 'Squawk Box' to discuss investing in American markets, whether the U.S. market is overhyped, the gap between American and the rest of the world, President-elect Trump's impact on the markets, and more.

Persons: Rockefeller’s Ruchir Sharma Ruchir Sharma Organizations: Rockefeller International, Breakout Capital Locations: America, U.S

☆ Bitcoin will close well above $100,000 before year-end, says Fundstrat's Tom Lee
▼ + stars: | 2024-12-02 | 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 EmailBitcoin will close well above $100,000 before year-end, says Fundstrat's Tom LeeTom Lee, Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, why he believes the S&P will rally to 6,300 by year-end, Trump's tariff proposals, bitcoin's latest rally, and more.

Persons: Tom Lee Tom Lee Organizations: Fundstrat Capital

☆ Trends of favoring riskier assets and multiple expansion will continue, says Schwab's Omar Aguilar
▼ + stars: | 2024-12-02 | 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 EmailTrends of favoring riskier assets and multiple expansion will continue, says Schwab's Omar AguilarOmar Aguilar, Schwab Asset Management CEO & CIO, joins 'Money Movers' to discuss Aguilar's expectations for equities from Monday's levels, which stocks will lead the equity move higher, and much more.

Persons: Schwab's Omar Aguilar Omar Aguilar Organizations: Schwab Asset Management

☆ I don't see a market catalyst right now, says AB's Jim Tierney
▼ + stars: | 2024-12-02 | 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 EmailI don't see a market catalyst right now, says AB's Jim TierneyJim Tierney, AB CIO of U.S. concentrated growth, joins 'Power Lunch' to discuss if the market rally is really sustainable and his market outlook.

Persons: Jim Tierney Jim Tierney Organizations: U.S

☆ Wisconsin Judge Strikes Down Limits on Public Sector Unions
▼ + stars: | 2024-12-02 | by ( Mitch Smith | ) www.nytimes.com time to read: +1 min

A Wisconsin judge on Monday struck down portions of a 2011 law that stripped most government workers in the state of collective bargaining rights and set off fierce demonstrations. The ruling by Judge Jacob Frost of the Dane County Circuit Court is certain to be appealed. “Restoring union freedoms to Wisconsin workers will strengthen Wisconsin’s middle class, lift up the voices of workers and lead to better public services for our communities,” said Stephanie Bloomingdale, the president of the Wisconsin AFL-CIO, in a statement. Republicans passed the law, known as Act 10, shortly after winning control of state government in the 2010 elections, arguing that limits on public sector unions were necessary to balance the budget and attract business investments. They advanced the legislation despite large-scale protests at the State Capitol in Madison and an attempt by Democratic lawmakers to scuttle the vote by fleeing to Illinois.

Persons: Judge Jacob Frost, ”, Stephanie Bloomingdale Organizations: Dane, Circuit, Democrats, Wisconsin AFL, State Capitol, Democratic Locations: Wisconsin, Madison, Illinois

☆ The simple 4-part filter that a legacy fund has used to beat the S&P 500 for over 2 decades
▼ + stars: | 2024-11-30 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Those who threw in the towel might be licking their wounds as growth stocks continue to outperform value dramatically. Instead, it builds a simple filter based on backtested factors dating decades to determine the key variables that have worked over time, says Ryan Kelley, CIO of the fund. For the Hennessy Cornerstone Mid Cap 30 Fund, that filter has been boiled down to a four-step process used for 21 years. "We absolutely just let the numbers dictate what we own, and it takes some discipline and it takes some trust in the process," Kelley said. By the time the filter process is complete, thousands of US stocks have been filtered down to about 125 to 150, which is still too much.

Persons: Hennessy, Ryan Kelley, Russell Midcap, Kelley, we've, You'll, it's Organizations: Funds, Hennessy, 30

☆ Ben Emons: Year-end momentum could give way to tariff realities
▼ + stars: | 2024-11-27 | 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 EmailBen Emons: Year-end momentum could give way to tariff realitiesBen Emons, FedWatch Advisors CIO and founder, joins 'Closing Bell Overtime' to talk what to expect from the market into year end.

Persons: Ben Emons Organizations: FedWatch

☆ VP Bank's Asia CIO explains why he's more optimistic on U.S. mid-caps
▼ + stars: | 2024-11-27 | 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 EmailVP Bank's Asia CIO explains why he's more optimistic on U.S. mid-capsThomas Rupf, Asia chief investment officer at VP Bank, discusses the outlook for the U.S. market and why mid-caps are the "sweeter spot."

Persons: Thomas Rupf Organizations: U.S, VP Bank Locations: Asia

☆ The Fed should not cut rates in December, says Bleakley's Peter Boockvar
▼ + stars: | 2024-11-27 | 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 EmailThe Fed should not cut rates in December, says Bleakley's Peter BoockvarPeter Boockvar, Bleakley Advisory Group CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, state of the economy, rate path outlook, and more.

Persons: Bleakley's Peter Boockvar Peter Boockvar Organizations: Bleakley

☆ A key U.S. inflation report looms over Wall Street. How to trade it
▼ + stars: | 2024-11-26 | by ( Frank Holland | In Frank-Holland | ) www.cnbc.com time to read: +4 min

The October personal consumption expenditures price index report has many investors wondering how it may impact the postelection market rally. "It definitely threatens the dynamic of the market broadening because it jeopardizes the speed at which the Fed drops interest rates," Lee told CNBC. "Right now, the markets are pricing out interest rates one by one. Bill Baruch, president of Blue Line Futures, sees opportunities in the currency and bond markets if core PCE rate reaches 3%. "This PCE report and the expectation for a December cut are going to create quite a bit of volatility in fixed income," Ethridge told CNBC.

Persons: Dow Jones, William Lee, Lee, Jimmy Lee, Victoria Greene, Greene, Bill Baruch, Baruch, Malcolm Ethridge, Ethridge, Goldman Sachs, Russell Organizations: Core PCE, Milken Institute, CNBC, Traders, Wealth Consulting, Nvidia, Meta, Microsoft, Wealth, Blue, Capital Area Planning, U.S . Bancorp Locations: financials

☆ Trade Tracker: Stephanie Link buys Accenture
▼ + stars: | 2024-11-26 | 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 EmailTrade Tracker: Stephanie Link buys AccentureStephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her recent buy in Accenture.

Persons: Stephanie Link, Accenture Stephanie Link, Hightower Organizations: Accenture

☆ Wall Street is bullish on sports investing as major leagues' values outpace the S&P 500 by up to 5 times. Here's the strategy and sectors top firms are betting on.
▼ + stars: | 2024-11-26 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

AdvertisementFormula 1 kicked off the trend in 2006 after allowing private equity firm CVC Capital Partners to purchase it. Then, in 2021, the NBA allowed private equity to own up to 20% of franchises. For example, the value of Major League Soccer (MLS) was up by 1,565%, or almost five times the index. "You've seen many large private equity firms participating in that space over the past five years or longer, and that certainly has seen significant valuation growth. Below is a table from JPMorgan's 2025 outlook report showing private equity funds planned investment themes.

Persons: David Tepper, Steve Cohen, Jay Serpe, Ted Yarbrough, Serpe, You've, JP Morgan, Yarbrough Organizations: Sports, Carolina Panthers, New York Mets, Capital Partners, NBA, JPMorgan Private Bank, Major League Soccer

☆ CIO: Trump's administration will likely adjust their policies 'based on market reaction'
▼ + 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 EmailCIO: Trump's administration will likely adjust their policies 'based on market reaction'Nathan Thooft of Manulife Investment Management says Trump's Treasury pick will be very 'market friendly'. He says the 'sweet spot' for investors is to remain within the belly of the yield curve, as the Fed continues to cut interest rates while longer-term debt still remains a concern.

Persons: Nathan Thooft Organizations: Manulife Investment Management, Treasury

☆ Three Stock Lunch: Walmart, Constellation Brands, and General Motors
▼ + stars: | 2024-11-26 | 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 EmailThree Stock Lunch: Walmart, Constellation Brands, and General MotorsVictoria Greene, GSquared Private Wealth founding partner and CIO, joins 'Power Lunch' to discuss Greene's investing take on three stocks: Walmart, Constellation Brands, and General Motors.

Persons: General Motors Victoria Greene Organizations: Walmart, Constellation Brands, General Motors

☆ Earnings growth is way too optimistic for next year, says Verdence Capital’s Megan Horneman
▼ + 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 EmailEarnings growth is way too optimistic for next year, says Verdence Capital’s Megan HornemanMegan Horneman, Verdence Capital Advisors CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, signs of stress in the consumer, and more.

Persons: Verdence, Megan Horneman Megan Horneman Organizations: Verdence

☆ Markets are well setup for a rally through year-end, says Hightower's Stephanie Link
▼ + stars: | 2024-11-25 | 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 EmailMarkets are well setup for a rally through year-end, says Hightower's Stephanie LinkStephanie Link, Hightower Advisors CIO, joins 'Squawk Box' to discuss the Dow's recent performance, what the bond market is telling investors, and much more.

Persons: Stephanie Link Stephanie Link, Hightower

☆ Trump’s Labor secretary pick is surprisingly pro-union. It doesn’t mean his administration will be
▼ + stars: | 2024-11-23 | by ( Chris Isidore | ) edition.cnn.com time to read: +9 min

New York CNN —This week ended with President-elect Donald Trump nominating one of the most pro-union Republican members of Congress to be his secretary of Labor. Trump support growing among unionsTrump received more support from rank-and-file union members in this election than he had in past elections. “Now he is threatening to take the unprecedented action of removing current pro-worker NLRB members in the middle of their term, replacing them with his corporate friends. Nearly half of the nation’s union members work for different units of government, not companies. Many of the public-sector bargaining rights are not set at the national level, but at the state level, where most public-sector employees and union members work.

Persons: Donald Trump, Elon Musk, shouldn’t, Lori Chavez, DeRemer, “ Lori Chavez, “, United States —, Chavez, Biden, Kamala Harris, Joe Biden, Harris, It’s, Mitt Romney, Sean O’Brien, Trump, O’Brien, Becky Pringle, Pringle, Donald Trump’s, ”, ” Pringle, ” Jody Calemine, Calemine, Jennifer Abruzzo, Musk, he’s, Todd Vachon, ” Vachon, “ I’m, ” “, “ Trump Organizations: New, New York CNN, Republican, Labor, National Labor Relations Board, Labor Department, AFL, United, Trump, CNN, United Auto Workers, Teamsters, Convention, National Education Association, NLRB, Biden, SpaceX, Occupational Health, Safety Administration, Musk, Tesla, UAW, Labor Education Action Research Network, Rutgers, National Employment Law, Competitive Enterprise Institute Locations: New York, United States, unionize

☆ Watch CNBC's full interview with Steve Auth, Federated Hermes equities CIO
▼ + stars: | 2024-11-22 | 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 EmailWatch CNBC's full interview with Steve Auth, Federated Hermes equities CIOSteve Auth, Federated Hermes equities CIO, joins CNBC's 'The Exchange' to discuss expectations for how Trump's trade policy will impact U.S. growth.

Persons: Steve Auth Organizations: Hermes

☆ Equities are in a 'sweet spot' for the next couple of years, says Laffer Tengler CEO Nancy Tengler
▼ + stars: | 2024-11-22 | 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 EmailEquities are in a 'sweet spot' for the next couple of years, says Laffer Tengler CEO Nancy TenglerNancy Tengler, Laffer Tengler Investments CIO and CEO, join 'Power Lunch' to discuss the market's breadth, Tengler's international exposure, and more.

Persons: Laffer, Nancy Tengler Nancy Tengler Organizations: Tengler

☆ Trump's trade policies will boost inbound investments & improve exports, says Hermes' Steve Auth
▼ + stars: | 2024-11-22 | 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 EmailTrump's trade policies will boost inbound investments & improve exports, says Hermes' Steve AuthSteve Auth, Federated Hermes equities CIO, joins CNBC's 'The Exchange' to discuss expectations for how Trump's trade policy will impact U.S. markets.

Persons: Hermes, Steve Auth Steve Auth Organizations: Hermes

☆ Greene: If it was just the MAG seven, the rally would not be sustainable.
▼ + stars: | 2024-11-22 | 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 EmailGreene: If it was just the MAG seven, the rally would not be sustainable. Victoria Greene, Founding Partner & CIO at G Squared Private Wealth, discusses the broader market rally, noting that small-cap stocks are outperforming tech giants. She sees opportunities in traditional stocks like Walmart, Costco, and IBM, and views the market as a bull run, urging investors to take advantage rather than stay on the sidelines.

Persons: Greene, Victoria Greene Organizations: MAG, Partner, G Squared, Wealth, Walmart, Costco, IBM

☆ Volatility around the Trump trade will persist a while, says Nuveen's Saira Malik
▼ + stars: | 2024-11-21 | 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 EmailVolatility around the Trump trade will persist a while, says Nuveen's Saira MalikSaira Malik, Nuveen CIO, joins 'Closing Bell' to discuss markets, how investors should position through year-end and the Trump 2.0 trade.

Persons: Trump, Nuveen's Saira Malik Saira Malik Organizations: Trump

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