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With about a month to go until the 2024 presidential election, investors are bracing for potential volatility in the markets amid uncertainty over whether former President Donald Trump or Vice President Kamala Harris will win in November. Differences in Republican and Democratic economic policies mean there are potentially nuanced ways for investors to position their portfolios to make money based on the election outcome. "There will be certainly winners and losers coming out of this election cycle," said John Mowrey, chief investment officer of NFJ Investment Group. "Depending on what happens with corporate tax rates, what happens with regulation and what happens with geopolitics." Watch the video above to find out which sectors and industries stand to benefit the most under each presidential candidate, and what investors can do now to best position their portfolios ahead of the 2024 election.
Persons: Donald Trump, Kamala Harris, Seema Shah, John Mowrey, Trump, Paul Hickey, Harris, Biden, Stephen Myrow, hasn't Organizations: Asset Management, Republican, Democratic, NFJ Investment, Investment, Beacon Policy Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed Chair Powell is 'clearly getting worried' over rate cuts, says NFJ Investment’s John MowreyJohn Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, implications of a second Trump presidency, the Fed's inflation fight, and more.
Persons: Powell, NFJ Investment’s John Mowrey John Mowrey Organizations: NFJ Investment, Trump
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Ritholtz’s Josh Brown, NFJ’s John Mowrey and Hightower's Stephanie LinkRitholtz’s Josh Brown, NFJ’s John Mowrey and Hightower's Stephanie Link, join 'Closing Bell' to discuss their market outlook and sector winners and laggards.
Persons: Ritholtz’s Josh Brown, NFJ’s John Mowrey, Stephanie Link, Josh Brown
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe see a lot of good value in China on a 3-5 year time horizon: Portfolio managerBurns McKinney of NFJ Investment Group thinks that China's headwinds are turning into tailwinds and remains invested in the market.
Persons: Burns McKinney Organizations: NFJ Investment Locations: China, tailwinds
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NFJ Investment's John Mowrey, Merrill's Marci McGregor and Requisite's Stephanie LinkNFJ Investment's John Mowrey, Merrill's Marci McGregor, and Requisite's Stephanie Link, join 'Closing Bell' to discuss market reaction after the Fed's latest statements leaving investors unsure about rate cuts.
Persons: NFJ Investment's John Mowrey, Merrill's Marci McGregor, Stephanie Link NFJ, John Mowrey, Stephanie Link
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market pullback is opening opportunities in small caps, says NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Closing Bell' to discuss market reaction after the Fed's latest statements leaving investors unsure about rate cuts.
Persons: NFJ Investment's John Mowrey John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2-year bond yield indicates Fed should cut rates, says NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group CIO, joins 'The Exchange' to discuss what recent economic data means for markets, where investors can position based on the current economic climate, and more.
Persons: NFJ Investment's John Mowrey John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Veritas’ Greg Branch and NFJ Investments’ John MowreyVeritas’ Greg Branch and NFJ Investments’ John Mowrey, joins 'Closing Bell' to discuss the markets returning back to the bears versus the bulls and where they expect markets to go.
Persons: Greg Branch, John Mowrey Veritas, John Mowrey Organizations: Veritas, NFJ
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors would be wise to rebalance and move into defensive areas: NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group executive managing director and CIO, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Tuesday.
Persons: John Mowrey John Mowrey Organizations: NFJ Investment Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNFJ's John Mowrey is more bullish on defense names in case of recessionJohn Mowrey, NFJ Investment Group CIO, joins 'Closing Bell' to discuss which stocks he's positioning in in case of a recession and his overall market outlook.
Persons: John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NFJ's John Mowrey and NewEdge's Cameron DawsonJohn Mowrey, NFJ Investment Group CIO and Cameron Dawson, NewEdge Wealth, join 'Closing Bell' to discuss how they're positioning in stocks and his overall market outlook.
Persons: NFJ's John Mowrey, NewEdge's Cameron Dawson John Mowrey, Cameron Dawson Organizations: NFJ Investment
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is paying people to not take risks, says NFJ's John MowreyCantor Fitzgeralds’s Eric Johnston and NFJ Investment Group’s John Mowrey, join 'Closing Bell' to debate the bull versus bear case going into 2024.
Persons: NFJ's John Mowrey Cantor, Eric Johnston, John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Cantor Fitzgerald’s Eric Johnston and NFJ’s John MowreyCantor Fitzgerald’s Eric Johnston and NFJ’s John Mowrey, join 'Closing Bell' to debate the bull versus bear case going into 2024.
Persons: Cantor Fitzgerald’s Eric Johnston, NFJ’s John Mowrey Cantor, Eric Johnston, NFJ’s John Mowrey
Berkshire Hathaway vice chairman Charlie Munger dies at 99
  + stars: | 2023-11-28 | by ( ) www.reuters.com   time to read: +12 min
Nov 28 (Reuters) - Charlie Munger, the longtime vice chairman and second-in-command to Warren Buffett at Berkshire Hathaway (BRKa.N), died on Tuesday morning at a California hospital. For stock-pickers like us to lose Charlie Munger, would be like if you’re a basketball fan and you lose Bill Russell. "I wouldn't think Berkshire will look much different, apart from Buffett no longer being able to share ideas with Munger. CATHERINE SEIFERT, VICE-PRESIDENT, CFRA RESEARCH, NEW YORK“Berkshire Hathaway shareholders are not going to be directly or negatively impacted from the passing of Charlie Munger. Therewass already a transition plan in place and there's a transition plan in place when Warren Buffett passes away.
Persons: Charlie Munger, Warren Buffett, Charlie, WHITNEY TILSON, BRIAN MOYNIHAN, Charlie Mungerwass, ” BURNS MCKINNEY, Bill Russell, , Berkshire Hathaway, ” PHIL ORLANDO, FEDERATED HERMES, BILL, Buffett, Munger, PHILLIP, , STEVE SOSNICK, , ” WIN MURRAY, DIAMOND, MARY JO, BILL SMEAD, Warren, ” “ Buffett, Todd Combs, Ted Weschler, ” PAUL LOUNTZIS, Greg Abel, I've, you'll, STEPHEN DODSON, hewass, ” PAUL NOLTE, FOR MURPHY, Warren Buffet, they've, QUINCY KROSBY, RICK MECKLER, CHERRY, NEW VERNON, Hewass, obviouslywass, DOUG KASS, ” THOMAS RUSSO, GARDNER RUSSO, QUINN, CATHERINE SEIFERT, he's, ” ANTHONY SAGLIMBENE, THOMAS HAYES Organizations: Berkshire Hathaway, COOK, APPLE, WHO, KASE, OF, FEDERATED, Berkshire, ” WIN, THE BRETTON, SAN, SYLVEST, NEW, Buffett, GREAT, Global Finance, Markets, Thomson Locations: California, Munger, Berkshire, American, DALLAS , TEXAS, GLENVIEW, CALIFORNIA, CONNECTICUT, DIAMOND HILL, COLUMBUS , OHIO, PHOENIX, ” “ Berkshire, , PENNSYLVANIA, ELMHURST, IL, CHARLOTTE, NC, CHERRY LANE, NEW JERSEY, LANCASTER , PENNSYLVANIA, Munger . Berkshire, TROY , MICHIGAN, GREAT HILL
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe CPI report helped neutralize the Fed risk for now, says NewEdge Wealth's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, and John Mowrey, NFJ Investment Group CIO and senior portfolio manager, join 'Closing Bell' to discuss the Fed and the market reaction to the CPI report.
Persons: NewEdge Wealth's Cameron Dawson Cameron Dawson, John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NewEdge Wealth's Cameron Dawson and NFJ Investment's John MowreyCameron Dawson, chief investment officer for NewEdge Wealth, and John Mowrey, NFJ Investment Group CIO and senior portfolio manager, join 'Closing Bell' to discuss the Fed and the market reaction to the CPI report.
Persons: NewEdge Wealth's Cameron Dawson, NFJ, John Mowrey Cameron Dawson, John Mowrey Organizations: NFJ Investment
Closed-end funds offer a fixed number of shares, but they also trade publicly on exchanges. Right now, a confluence of events is resulting in some sharp discounts for closed-end funds, especially for those that hold bonds. Investors in closed-end funds have shed some of those holdings and that's resulting in sharper discounts to net asset value. Closed-end fund plays Financial advisors have called out closed-end funds holding municipal bonds as a way to add duration on the cheap. Closed-end funds offer other ways to pick up income: Paul Winter, CFP and portfolio manager at Five Seasons Financial Planning, likes funds that use buy-write strategies.
Persons: Dave Lamb, Lamb, Jeffrey Gundlach, Robert Finley, Paul Winter, BOE, Nuveen's Lamb Organizations: Treasury, Western Asset, Muni Fund, Asset Management, Five, Virtus, Strategy, BlackRock Locations: New York, York
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2-year treasury will be a signal for when investors will get relief: NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk on the Street' to discuss what investors should pay attention to in the fixed-income space, where Mowrey expects to see economic relief, and more.
Persons: NFJ, John Mowrey John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEmerging markets are 'big-time on sale', says NFJ Investment's John MowreyJohn Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, interest rate outlook, best investment ideas for Q4, and more.
Persons: NFJ Investment's John Mowrey John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRate policy will remain a headwind with incremental effects, says Cantor Fitzgerald's Eric JohnstonCantor Fitzgerald's Eric Johnston and NFJ Investment Group's John Mowrey join 'Closing Bell' to discuss their competing viewpoints about the economic cycle, how to trade equities being impacted by rates, and the mixed impact of inflation on consumers.
Persons: Cantor, Eric Johnston Cantor, Eric Johnston, John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Cantor Fitzgerald's Eric Johnston and NFJ's John MowreyCantor Fitzgerald's Eric Johnston and NFJ Investment Group's John Mowrey join 'Closing Bell' to discuss their competing viewpoints about the economic cycle, how to trade equities being impacted by rates and the mixed impact of inflation on consumers.
Persons: Cantor Fitzgerald's Eric Johnston, NFJ's John Mowrey Cantor, Eric Johnston, John Mowrey Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with NFJ Investment's John Mowrey and Veritas' Greg BranchNFJ Investment's John Mowrey and Veritas' Greg Branch, join 'Closing Bell' to discuss market trends, bear thesis, and where they see the markets heading.
Persons: NFJ Investment's John Mowrey, Branch NFJ, John Mowrey, Branch Organizations: Veritas
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets will chase companies with strong earnings and market expansion, says Veritas' Greg BranchNFJ Investment's John Mowrey and Veritas' Greg Branch, join 'Closing Bell' to discuss market trends, bear thesis, and where they see the markets heading.
Persons: Branch NFJ, John Mowrey, Branch Organizations: Veritas
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple switching to a subscription-based business model? Two guests weigh in on the growth potentialJohn Mowrey of NFJ Investment Group and Tom Forte of D.A. Davidson discuss the idea of paying a monthly subscription service for all of Apple's products.
Persons: John Mowrey, Tom Forte, D.A, Davidson Organizations: NFJ Investment
Atlassian shares jumped as much as 24% in extended trading on Thursday after the collaboration software maker announced stronger-than-expected fiscal fourth-quarter results and promised wider margins in the future. Here's how the company did:Earnings: 57 cents per share, adjusted, vs. 45 cents per share as expected by analysts, according to Refinitiv. 57 cents per share, adjusted, vs. 45 cents per share as expected by analysts, according to Refinitiv. Revenue: $939.1 million, vs. $914.6 million as expected by analysts, according to Refinitiv. The company's net loss of $59 million or 23 cents per share, narrowed from $90.6 million, or 36 cents per share, in the year-ago quarter.
Persons: Scott Farquhar, Atlassian, Refinitiv, Mike Cannon, Brookes, Cameron Deatsch, Farquhar, Salesforce, NFJ's Organizations: Atlassian Corp, Allen, Co . Media, Technology Conference, StreetAccount, Management, Cloud, Cannon, Microsoft Locations: Sun Valley , Idaho, Refinitiv
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