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Top related persons:
Morningstar — - 2 David Miller didn't - 1 Miller - 1 hasn't - 1 he's - 1 haven't - 1 you'd - 1 that's - 1
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Systematic Alpha Fund - 1 Business - 1 Retail - 1 Catalyst Funds - 1 BNP - 1 Constellation Brands - 1 Modelo - 1 McDonald's - 1

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3 mentions found


☆ An award-winning fund manager explains the investing process that's delivered 4 top-2% finishes in the last 5 years — and shares the income-maximizing strategy that has him swimming in cash
  + stars: | 2024-03-23 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
The fund manager hasn't departed from the offense-defense strategy he outlined last summer, and he's still confused as to why more of his counterparts haven't followed suit. Related storiesThe top fund manager added: "So that leads people to this conclusion that maybe I should just index and put it all in the S&P 500. Diversifying in these ways reduces risk while improving returns, the fund manager said. There are several considerations when looking at corporate bonds, Miller said, including the issuing company's debt load, cash flow, and industry. After explaining his process for selecting corporate bonds, Miller mentioned a few companies with attractive debt.
Persons: David Miller didn't, Miller, Morningstar —, hasn't, he's, haven't, you'd, that's, —, Miller doesn't Organizations: Systematic Alpha Fund, Business, Retail, Catalyst Funds, BNP, Constellation Brands, Modelo, McDonald's, HCA Healthcare Locations: Europe, Japan, Corona
☆ With the economy holding up, why is the market still so down on America's banks?
  + stars: | 2023-09-10 | by ( Tim Mullaney | ) www.cnbc.com   time to read: +7 min
Regional bank stocks, in particular, gained as much as 35% before the bond warnings and downgrades began. The higher interest rates bond analysts cited hurt profits some, but most banks' net interest income and margins were higher than a year before. The ratings actions pushed the regional bank stock index 10% lower for the month-long period ending Sept. 8, according to Morningstar (the Moody's bank warning was issued August 7). By any reckoning, the argument about banks is about two things: Interest rates and real estate, specifically office buildings. The average regional bank stock rose 8% after earnings, Morgan Stanley said, with banks beating profit forecasts by an average of 5%.
Persons: Morningstar —, downgrades, Morgan Stanley, Jill Cetina, Cetina, Banks, Goldman Sachs, Jan Hatzius, Scott Rechler, Jeff Greene, Alexander Yokum, Dick Bove, Bove, Yokum Organizations: First, JPMorgan, Bloomberg, Getty, Moody's Investors Service, Poor's, Fitch, Morningstar, Federal Reserve, Fedwatch, RXR, Research, Odeon Capital Locations: First Republic, Regional, Moody's, U.S
☆ Here's why it makes sense that stocks are rallying as rates rise and a recession approaches, and what to own because they could keep going, according to research firm Leuthold Group.
  + stars: | 2023-02-24 | by ( Marley Jay | ) www.businessinsider.com   time to read: +3 min
Leuthold Group CIO Doug Ramsey says the "irrational" stock market rally could continue. Ramsey says that when economic indicators hit a low point, it's generally very good for stocks. It might not make a lot of sense that stocks have jumped in 2023 even as recession concerns have risen and interest rates have climbed to 15-year highs, notes Doug Ramsey, investment chief at Leuthold Group. Ramsey concedes that the moves are "irrational," but that doesn't mean there is no reason to be optimistic about stocks. He notes that a closely watched measurement of economic activity, the Conference Board's Leading Economic Index, is in a downturn.
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