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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
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 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 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
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
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 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 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
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
Focus on dividend stocks in a high interest rate environment
  + stars: | 2023-07-19 | 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 EmailInvestors should focus on dividend stocks in a high interest rate environmentBurns McKinney of NFJ Investment Group explains why he thinks dividend stocks are "attractive" to investors looking to combat high inflation.
Persons: Burns McKinney Organizations: NFJ Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMega cap's resilient profit margins helped stocks recoup 2022 losses, says NFJ's John MowreyVictoria Fernandez, Crossmark Global Investments chief market strategist, John Mowrey, NFJ Investment Group CIO, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss the best risk to reward equation in the markets, the investors' current positioning, and more.
Persons: NFJ's John Mowrey Victoria Fernandez, John Mowrey, Adam Parker Organizations: Crossmark Global Investments, NFJ Investment, Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with John Mowrey, Adam Parker and Victoria FernandezVictoria Fernandez, Crossmark Global Investments chief market strategist, John Mowrey, NFJ Investment Group CIO, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss the best risk to reward equation in the markets, the investors' current positioning, and more.
Persons: John Mowrey, Adam Parker, Victoria Fernandez Victoria Fernandez Organizations: Crossmark Global Investments, NFJ Investment, Research
It helped that Treasury yields fell in response to cooling inflation, said Burns McKinney, portfolio manager at NFJ Investment Group in Dallas, Texas. The Fed might have a better-than-we-thought shot of threading the needle and cooling inflation without killing the economy in the process," said McKinney. The Nasdaq 100 index (.NDX) of top technology stocks boasted its biggest first half gain on record, adding around 39%. For the week, the S&P 500 added 2.35% while the Nasdaq added 2.20% and the Dow climbed 2.02%. For the quarter, the S&P 500 added 8.3% while the Nasdaq climbed 12.8% and the Dow rose 3.4%.
Persons: Burns McKinney, McKinney, Brendan McDermid, Dow, Russell, Hawkish, Jerome Powell, Jefferies, Sinéad Carew, Sruthi Shankar, Johann M Cherian, Shashwat Chauhan, Shinjini Ganguli, David Gregorio Our Organizations: Apple, Nasdaq, Dow, Apple Inc, Investors, Federal Reserve, Commerce Department, April's, NFJ Investment, Dow Jones, Reuters Graphics Traders, New York Stock Exchange, REUTERS, Microsoft, Nvidia, Nike Inc, Carnival Corp, Thomson Locations: Dallas , Texas, New York City, U.S, New York, Bengaluru
Investors perked up on signs of cooling U.S. inflation from measures that are closely watched by the Federal Reserve. Excluding volatile food and energy, the core PCE index gained 0.3%, down from 0.4% in the previous month. It helped that Treasury yields fell in response to cooling inflation, said Burns McKinney, portfolio manager at NFJ Investment Group in Dallas, Texas. The Fed might have a better-than-we-thought shot of threading the needle and cooling inflation without killing the economy in the process," said McKinney. The CBOE Market Volatility Index (.VIX), Wall Street's fear gauge, earlier slipped to a one-week low at 12.96 points.
Persons: Apple, Burns McKinney, McKinney, Russell, Hawkish, Jerome Powell, Jefferies, Sinéad Carew, Sruthi Shankar, Johann M Cherian, Shashwat Chauhan, Shinjini Ganguli, David Gregorio Our Organizations: Nasdaq, Apple Inc, Investors, Federal Reserve, Commerce Department, April's, NFJ Investment, Dow Jones, Reuters, Microsoft, Nvidia, Nike Inc, Carnival Corp, Thomson Locations: Dallas , Texas, U.S, New York, Bengaluru
The dollar made little progress as investors opted for riskier assets, with the Fed widely expected on Wednesday not to hike rates for the first time since January 2022. "Investors have been looking forward to a Fed pause in the rate hiking cycle since they started over a year ago. The technology-heavy Nasdaq Composite (.IXIC) added 202.78 points, or 1.53%, to 13,461.92 in its biggest one-day percentage gain since May 26. Traders are pricing in a roughly 75% chance of the Fed keeping rates steady, and a 25% chance of a 25-basis-point rate hike, according to the CME FedWatch tool. Given said a Fed hike "would likely be very dollar-positive as it would go against current market expectations."
Persons: Brendan McDermid, Price, Burns McKinney, McKinney, Sterling, Helen, Brent, Sinéad Carew, Gertrude Chavez, Dreyfuss, Elizabeth Howcroft, Andrew Heavens, Nick Zieminski, Lisa Shumaker Organizations: New York Stock Exchange, REUTERS, U.S, CPI, PPI Fed, Treasury, U.S . Federal Reserve, Brent, Consumer, Index, PPI, NFJ Investment, Dow Jones, Nasdaq, Traders, Reserve Bank of Australia, Bank of Canada, European Central Bank, Bank of Japan, Monex USA, Thomson Locations: New York City, U.S, Dallas, Washington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApplication software, life science and REITs have gotten more attractive: says NFJ's MowreyJohn Mowrey, NFJ Investment Group CIO, joins 'Closing Bell' to discuss Mowrey's thoughts on the markets, where the markets will go from here and if investors think things will get worse from here.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with SoFi's Liz Young and NFJ's John MowreyLiz Young, SoFi head of investment strategy, and John Mowrey, NFJ Investment Group CIO, join 'Closing Bell' to discuss Young's investing take on the markets, why now may be the time to take risks and more.
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