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The 60/40 portfolio is becoming outdated, says Ares' Raj Dhanda
  + stars: | 2024-11-12 | 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Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 60/40 portfolio is becoming outdated, says Ares' Raj DhandaRaj Dhanda, Ares wealth management global head, joins 'Closing Bell: Overtime' to discuss the top opportunities in the private market.
Persons: Ares, Raj Dhanda Raj Dhanda
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan's Gabriela Santos: Next year's markets will be driven by policyAdam Parker, Trivariate Research founder and CEO; Gabriela Santos, JPMorgan Asset Management global asset strategist; and Stephanie Guild, Robinhood head of investment strategy, join CNBC's 'Closing Bell' to discuss market outlooks.
Persons: JPMorgan's Gabriela Santos, Adam Parker, Gabriela Santos, Stephanie Guild, Robinhood, CNBC's Organizations: Trivariate Research, JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Adam Parker, Gabriela Santos, & Stephanie GuildAdam Parker, Trivariate Research founder and CEO; Gabriela Santos, JPMorgan Asset Management global asset strategist; and Stephanie Guild, Robinhood head of investment strategy, join CNBC's 'Closing Bell' to discuss market outlooks.
Persons: Adam Parker, Gabriela Santos, Stephanie Guild Adam Parker, Stephanie Guild, Robinhood, CNBC's Organizations: Trivariate Research, JPMorgan Asset Management
Year-End Economic Forecast & 2025 Projections
  + stars: | 2024-10-24 | by ( Sharon Epperson | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYear-End Economic Forecast & 2025 ProjectionsNovember kicks off with a historic election followed by the next Federal Reserve meeting. How will the markets and the economy react to both events in the short and long term? J.P. Morgan Asset Management Global Market Strategist Jordan Jackson shares what investors can expect and how they should prepare heading into next year.
Persons: Jordan Jackson Organizations: Reserve, Morgan Asset Management Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailS&P 500 rally is being led by a very narrow group of stocks, says Principal Asset Management's MarisGeorge Maris, Principal Asset Management Global Equities CIO, joins 'Money Movers' to discuss where Maris sees the biggest dislocations right now, his thoughts on the recent run-up in equities, and more.
Persons: Management's Maris George Maris, Maris Organizations: Management Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's Meera Pandit and Trivariate's Adam ParkerMeera Pandit, JPMorgan Asset Management global market strategist, and Adam Parker, Trivariate Research founder and CEO, join 'Closing Bell' to discuss their outlook on equities, whether investors are too optimistic around earnings, and more.
Persons: JPMorgan's Meera Pandit, Trivariate's Adam Parker Meera Pandit, Adam Parker Organizations: JPMorgan Asset Management, Trivariate Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and JPMorgan's Jordan JacksonAdam Parker, Trivariate Research CEO, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the signs of froth from emerging markets and their market outlook.
Persons: Trivariate's Adam Parker, JPMorgan's Jordan Jackson Adam Parker, Jordan Jackson Organizations: Trivariate, JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's going to be 'two steps forward, one step back' with inflation, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, rate path outlook, and more.
Persons: JPMorgan's Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisks to consider with the heavy concentration of the Magnificent 7Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the risks from the growing concentration of the Magnificent 7 stocks.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop ETF trends to watch in 2024: Active ETFs, options overlays and moreTony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the ETF trends on their radar this year.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
Tracking the flows into active investing
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTracking the flows into active investingTony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the growth in active investing.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
ETF Edge, February 12, 2024
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge, February 12, 2024Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, Rob Harvey, Dimensional Funds co-head of product specialists, Jason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss ETF trends on their radar this year, how financial advisors are using AI and more.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Jason Pereira, Brian Portnoy, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Woodgate Financial, Wealth, Exchange Locations: Miami
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBonds still have less volatility than stocks do, says JPMorgan Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss whether it's the right time to buy bonds, where investors are looking right now, and more.
Persons: Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina is still attractive among emerging markets, strategist saysSylvia Sheng, multi-asset strategist at J.P. Morgan Asset Management Global, says "Chinese equities are very attractive at current levels" from a longer-term perspective.
Persons: Sylvia Sheng Organizations: China, Morgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's Meera Pandit and Virtus Investments' Joe TerranovaMeera Pandit, JPMorgan Asset Management global market strategist, and Joe Terranova, Virtus Investments, join 'Closing Bell' to discuss the catalyst to move markets higher, what the market may have gotten wrong and what the Federal Reserve is most focused on.
Persons: JPMorgan's Meera Pandit, Joe Terranova Meera Pandit, Joe Terranova Organizations: Investments, JPMorgan Asset Management, Virtus Investments, Federal Locations: Virtus
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed's mixed commentary is contributing to yield volatility, says JPMorgan's PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss the catalyst to move markets higher, what the market may have gotten wrong, and more.
Persons: JPMorgan's, Meera Pandit Organizations: JPMorgan Asset Management
Global fundraising for alternative investments, which include private equity, dropped 21% to $972 billion in the year to Nov. 1 from the same period a year earlier, according to research firm Preqin. As their money becomes more vital, Gulf funds are encouraging private equity firms to invest locally in plans for a post-oil future. "Building a partnership based on reciprocity is nowadays necessary to succeed in the Gulf," said Francois Aissa-Touazi, co-global head of investor relations at private equity fund Ardian. Private equity funds are getting the message. In turn private equity funds can use these pools of capital to fund large private debt or equity transactions, according to Tikehau Capital's Deputy CEO, Frédéric Giovansili.
Persons: Amr Alfiky, Francois Aissa, Ardian, Touazi, Brookfield, Bruce Flatt, thronged, Flatt, Mohammed Al Jadaan, Anthony Diamandakis, Rishi Kapoor, Investcorp, Tikehau, Frédéric Organizations: United, United Arab Emirates, REUTERS, Rights, Global, Investment Initiative, Public Investment Fund, Brookfield, Tikehau, CVC, Reuters, Thomson Locations: Abu Dhabi, United Arab, Rights RIYADH, LONDON, Davos, Saudi, Saudi Arabia, Riyadh, Dubai, Brookfield, Bahrain
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLock in bond yields where they are now, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss yesterday's Fed meeting and what it means for the markets.
Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management, yesterday's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with JPMorgan's AJ Oden and NB Private’s Shannon SaccociaAJ Oden, JPMorgan Global Wealth Management global investment strategist, and Shannon Saccocia, CIO of NB Private Wealth, join 'Closing Bell' to discuss opportunity plays in the market as bond yields retreat, mega caps set to report earnings, and more.
Persons: JPMorgan's AJ Oden, Shannon Saccocia AJ Oden, Shannon Saccocia Organizations: JPMorgan Global Wealth Management, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI wouldn't take another rate hike this year off the table, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, rising Treasury yields, the Fed's inflation fight, and more.
Persons: JPMorgan's Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 60/40 portfolio has never looked this attractive, says JPMorgan's AJ OdenAJ Oden, JPMorgan Global Wealth Management global investment strategist, joins 'Closing Bell' to discuss opportunity plays in the market as bond yields retreat, mega caps set to report earnings, and more.
Persons: JPMorgan's AJ Oden AJ Oden Organizations: JPMorgan Global Wealth Management
A soft-landing, stagflation scenario is worse than a short recession, a Manulife economist told CNBC. "A soft landing, stagflation type of environment where you get no growth and no Fed cuts, that's worse for most investors." AdvertisementAdvertisementA soft landing would spell more woes for investors compared to a short recession, according to Manulife Investment Management Global Chief Economist and Strategist Frances Donald. A short recession is the only thing likely to invite rate cuts. A soft landing, stagflation type of environment where you get no growth and no Fed cuts, that's worse for most investors," Donald said.
Persons: Frances Donald, , Donald Organizations: CNBC, Service, Manulife Investment Management Global, Labor
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestor focus needs to be on where growth momentum is going forward, says Manulife's Frances DonaldCharles Bobrinskoy, vice chairman and head of the investment group at Ariel Investments, and Frances Donald, Manulife Investment Management global chief economist, join 'The Exchange' to discuss consumer depletion of excess savings, geopolitical risks dampening the likelihood of further Fed rate hikes, and more.
Persons: Manulife's Frances Donald Charles Bobrinskoy, Frances Donald Organizations: Ariel Investments, Manulife Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Manulife Investment's Frances Donald and Ariel Investments' Charlie BobrinskoyCharles Bobrinskoy, vice chairman and head of the investment group at Ariel Investments, and Frances Donald, Manulife Investment Management global chief economist, join 'The Exchange' to discuss consumer depletion of excess savings, geopolitical risks dampening the likelihood of further Fed rate hikes, and more.
Persons: Manulife Investment's Frances Donald, Ariel Investments, Charlie Bobrinskoy Charles Bobrinskoy, Frances Donald Organizations: Ariel Investments, Manulife Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're still calling for S&P 500 to be back at all-time highs by mid-2024: JPMorgan’s AusenbaughAndrew Hollenhorst, Citi chief economist, and Elyse Ausenbaugh, JPMorgan Global Wealth Management global investment strategist, join 'Squawk Box' to preview September's CPI inflation data, the Fed's inflation fight, the impact of high Treasury yields on rate hikes, latest market trends, and more.
Persons: JPMorgan’s, Andrew Hollenhorst, Elyse Ausenbaugh Organizations: Citi, JPMorgan Global Wealth Management
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