DIRS.INFO The most relevant business & tech news

☆ Watch CNBC’s full interview with Nuveen's Saira Malik, Trivariate’s Adam Parker and Virtus’ Joe Terranova
▼ + 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 EmailWatch CNBC’s full interview with Nuveen's Saira Malik, Trivariate’s Adam Parker and Virtus’ Joe TerranovaNuveen's Saira Malik, Trivariate’s Adam Parker and Virtus’ Joe Terranova, join 'Closing Bell' to discuss markets, how investors should position through year-end and the Trump 2.0 trade.

Persons: Nuveen's Saira Malik, Trivariate’s Adam Parker, Virtus ’ Joe Terranova Nuveen's Saira Malik, Virtus ’ Joe Terranova Organizations: Virtus ’, Trump

☆ Stock futures fall slightly with Wall Street on track for a winning week: Live updates
▼ + stars: | 2024-11-21 | by ( Jesse Pound | ) www.cnbc.com time to read: +1 min

Stock futures edged lower on Thursday evening with Wall Street poised to end the week with gains in the three major averages. S&P 500 futures dipped 0.1%, while Nasdaq 100 futures were lower by 0.3%. All three major averages are on track for a positive week, led by the Nasdaq Composite's gain of 1.56%. That's a change from last week, when Wall Street's postelection rally appeared to stall. Shares of Gap jumped 15% after the company beat earnings estimates and hiked its full-year sales guidance.

Persons: Wall, Saira Malik Organizations: New York Stock Exchange, Stock, Dow Jones, Nasdaq, Nvidia, market's, Intuit Locations: New York City

☆ 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

☆ How to trade on Thanksgiving travel
▼ + stars: | 2024-11-18 | 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 EmailHow to trade on Thanksgiving travelDan Close, head of municipals at Nuveen, joins CNBC's 'The Exchange' to discuss trading on Thanksgiving travel, the case for municipal bonds, and more.

Persons: Dan Close Locations: Nuveen

☆ Investor overseeing $1 trillion at Nuveen names her No. 1 idea right now
▼ + stars: | 2024-11-13 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Investors looking for opportunities in this elevated market may want to take a look at U.S. small caps, according to Nuveen's Saira Malik. "That's why we're looking at areas that are cheap — small caps trading at that big discount. Malik views small caps as one of the most attractive areas amid a broad rally that's boosted the major indexes and valuations to new highs. "Deregulation is going to make the world an interesting place, because it could open up more M & A activity, which, again, positive for small caps trading at that deep discount to their counterparts," Malik said. The iShares Russell 2000 ETF (IWM) , which tracks the Russell 2000, is up 8% this month.

Persons: Nuveen's Saira Malik, Smalls, Donald Trump's, Kamala Harris, Russell, Trump's, Malik, Nuveen, bode, Trump Organizations: CNBC's Delivering Alpha Conference Locations: U.S

☆ Bolster your portfolio for any Election Day outcome
▼ + stars: | 2024-11-05 | by ( Michelle Fox | ) www.cnbc.com time to read: +7 min

With Election Day underway, income investors should soon find out how their portfolio may — or may not — be affected by the outcome. Harris has said she wants to boost the corporate tax rate to 28% and increase the top rate for long-term capital gains to 28% for those making more than $1 million. That means that those who are buying AMT bonds but not paying AMT are getting free income, he said. Lastly, a higher corporate tax rate could also spur banks and insurance companies to return to the muni market. The companies owned a lot of municipal bonds when the tax rate was 35% and many bought more corporate bonds when the tax rate fell to 21%, Brandon said.

Persons: Colleen Cunniffe, Donald Trump, Kamala Harris, Collin Martin, Martin, Trump, Harris, Dan Close, Craig Brandon, Brandon, Andrzej Skiba, Skiba, Schwab's Martin, Cunniffe, Cunniff, Darla Mercado Organizations: Vanguard, Wells Fargo Institute, Schwab Center, Financial Research, US, Treasury, —, munis, Morgan Stanley Investment Management, Investors, Trump, RBC Global, Management, Federal Reserve Locations: China, Nuveen, U.S

☆ Election Day and the Fed’s rate decision approach – Where investors are finding fixed income opportunities now
▼ + stars: | 2024-11-04 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Uncertainty is the key theme for markets on the eve of Election Day, but fixed income investors say there are a few opportunities to snap up solid yield even as the market holds its breath. "We are constructive on fixed income as a whole, despite these uncertainties, and we're stressing to investors that yields are really quite attractive – and the income generation we can get from fixed income right now is quite powerful," Persson added. On the municipal bond side, offerings include the iShares National Muni Bond ETF (MUB) , which has a 30-day SEC yield of 3.35%. Vanguard also has its Tax-Exempt Bond ETF (VTEB) , with a 30-day SEC yield of 3.4%. The iShares MBS ETF (MBB) has a 30-day SEC yield of 4.01% and a net expense ratio of 0.04%.

Persons: Kamala Harris, Donald Trump, Andrew Szczurowski, Eaton, Anders Persson, Persson, Fannie Mae, Freddie Mac, Baird Organizations: NBC News, Income, Morgan Stanley Investment Management, Federal, Treasury, Muni Bond ETF, SEC, Vanguard, Bond, SPDR, MBS, Fidelity Intermediate Bond Fund, Bond Fund Locations: Washington, Nuveen

☆ Morgan Stanley says ‘this is the most important election’ in a long time for these tax-free assets
▼ + stars: | 2024-11-01 | by ( Michelle Fox | ) www.cnbc.com time to read: +8 min

Next week's presidential election could have a big impact on municipal bonds, according to Morgan Stanley. In that case, the federal tax exemption becomes worth more, said Dan Close, head of municipals at Nuveen. However, studies have shown a move of just a couple percentage points "doesn't really move the needle" for muni demand, Brandon said. The TCJA increased the AMT exemption and raised the income level at which the exemption would phase out. That's because banks and insurance companies in the U.S. own about a quarter of all outstanding muni bonds, he explained.

Persons: Morgan Stanley, Donald Trump, Kamala Harris, Craig Brandon, Harris, Dan Close, Brandon, MOrgan Stanley, munis, Nuveen's, —, Close, Trump, Morgan Stanley's Brandon, Byron Anderson, He's Organizations: taxpers, AMT, Trump, muni, munis, Republican, Medicare, Democratic, AAA, Investments Locations: Nuveen, U.S

☆ The tax code could be in for upheaval. How to prepare your portfolio, per Bank of America
▼ + stars: | 2024-10-21 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

The Tax Cuts and Jobs Act (TCJA), which took effect in the beginning of 2018, overhauled the federal tax code. It roughly doubled the standard deduction, adjusted individual income tax brackets , lowered most of the rates and applied a $10,000 cap on the state and local tax deduction. Mutual funds tend to have higher turnover – that is, buying and selling of underlying securities – and by law they must distribute capital gains. Meanwhile, income from Treasurys are subject to federal income tax, but exempt from state and local tax. Seek tax-efficient opportunities for your holdings Take a look at your portfolio and see whether there are opportunities for tax-advantaged yield, Woodard said.

Persons: Jared Woodard, Woodard, MLPA Organizations: Bank of America, Mutual, Bloomberg, ETF, SEC, Muni, MLP & Energy Infrastructure, Global, MLP, MLPX, & $ Locations: U.S

☆ Watch CNBC's full interview with Nuveen CIO Saira Malik and SMBC Nikko Securities' Joe Lavorgna
▼ + stars: | 2024-10-16 | 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 Nuveen CIO Saira Malik and SMBC Nikko Securities' Joe LavorgnaSaira Malik, Nuveen CIO and head of equities and fixed income, and Joe Lavorgna, SMBC Nikko Securities chief economist, join 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, whether a soft landing scenario can be achieved, state of the 2024 election, and more.

Persons: Saira Malik, Joe Lavorgna Saira Malik, Joe Lavorgna Organizations: Nikko Securities Locations: Nikko

☆ The soft landing narrative may not play out exactly how investors want, says Nuveen's Saira Malik
▼ + stars: | 2024-10-16 | 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 soft landing narrative may not play out exactly how investors want, says Nuveen's Saira MalikSaira Malik, Nuveen CIO and head of equities and fixed income, and Joe Lavorgna, SMBC Nikko Securities chief economist, join 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, whether a soft landing scenario can be achieved, state of the 2024 election, and more.

Persons: Nuveen's Saira Malik Saira Malik, Joe Lavorgna Organizations: Nikko Securities

☆ The private credit run isn't over, says Nuveen. Here's how to invest
▼ + stars: | 2024-10-16 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

There's a lot to like about private credit these days, according to Nuveen. "The private credit run isn't over yet," Saira Malik, the asset manager's chief investment officer and head of equities and fixed income, wrote in a recent report. How to invest While private credit is largely seen as an instrument for institutional investors, individual investors have also been moving into the space. "Over the next 10 years, I think the story is going to be much more about the democratization of private credit." Meanwhile, A-shares of the Franklin BSP Private Credit Fund have a $2,500 minimum investment and a 8.96% annualized distribution rate, as of Oct. 15.

Persons: Saira Malik, Malik, Ken Kencel, Kencel, Credit's, Nuveen, Churchill's, BDC Organizations: Churchill Asset Management, Nuveen, Blackstone Private Credit Fund, Blackstone, Franklin BSP Private Credit Fund, Ares Capital Corp, Fund, Owl Capital Corporation, Lending Corp Locations: Franklin

☆ Park your cash in these 3 places to get higher yields than money-market funds as interest rates fall, according to Goldman Sachs
▼ + stars: | 2024-09-22 | by ( Christine Ji | ) www.businessinsider.com time to read: +6 min

3 trades for falling interest ratesFor investors concerned about the yield on their cash, one solution might be ultrashort bond funds. In the last 12 months, ultrashort bond funds have materially outperformed taxable money market funds, returning an average of 6.36% compared to 5.09% for money markets, according to Morningstar. McCarthy recommends investing in a mix of ultrashort securities such as investment-grade corporates, asset-backed securities, and government securities for diversification purposes. AdvertisementThe Nuveen Ultrashort Income ETF (NUSB) and the Goldman Sachs Access Ultrashort Bond ETF (GSST) are examples of ultrashort bond funds. Investors can gain exposure to premium income funds through the SPDR SSGA US Equity Premium Income ETF (SPIN) and JPMorgan Equity Premium Income ETF(JEPI).

Persons: —, Scott Diamond, Brendan McCarthy, Goldman Sachs, Morningstar, McCarthy, Diamond Organizations: Service, Federal Reserve, Equity, Business, Goldman Sachs Asset Management, Bond, Bond ETF, JPMorgan Ultrashort, Investors, JPMorgan Equity Locations: Treasurys

☆ How to position your muni bond portfolio ahead of the election and potential tax law changes
▼ + stars: | 2024-09-18 | by ( Michelle Fox | ) www.cnbc.com time to read: +8 min

With the Federal Reserve rate-cutting cycle expected to begin and the November election just around the corner, now could be a good time to invest in municipal bonds. Interest earned on municipal bonds are free from federal tax. Close said he is already seeing financial advisors start to position their muni portfolios in anticipation of changes. Unlike the Treasury market, the muni market yield curve is upward sloping, Close said. In addition, there's room for lower-rated municipalities to outperform, such as A, BBB and high yield, Norton said.

Persons: Matthew Norton, Norton, Dan Close, Close, It's, Paul Malloy, Malloy, it's, Vanguard's Malloy, Nuveen's Organizations: Federal, Democratic, White House, Congress, municipals, Vanguard, BBB, AAA, AA, Treasury, Investment Company Institute, Fed Locations: Nuveen, California , New York, New Jersey, New York, California, AllianceBernstein

☆ Nuveen's Saira Malik explains why she's concerned a recession could be coming
▼ + stars: | 2024-09-16 | by ( Bob Pisani | Angelica Peebles | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNuveen's Saira Malik explains why she's concerned a recession could be comingSaira Malik, president of Nuveen Equities and Fixed Income and CIO, joins CNBC's Bob Pisani at Future Proof 2024 to discuss her outlook for the U.S. economy and what signals could point to an upcoming recession.

Persons: Saira Malik, she's, Bob Pisani Locations: U.S

☆ Future Proof gathering in California surf town is trying to reinvent the investment conference
▼ + stars: | 2024-09-16 | by ( Bob Pisani | ) www.cnbc.com time to read: +7 min

More than 4,000 people have descended here for the Future Proof conference , a vast social gathering designed to give younger registered investment advisors and other investment professionals access to what they want. What they want, apparently, is an intense desire to network with other RIAs and investment professionals and find ways to grow their business. Reimagining the financial conference Future Proof is the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown. This is the third year for the conference, but Ritholtz and company have been doing conferences for 15 years. Ritholtz describes it as an ongoing project to reinvent the financial conference concept, which he says is "moribund."

Persons: Barry Ritholtz, Josh Brown, Ritholtz, Van Eck, Matt Middleton, Adarsh, Brett Rodgriguez, Delon Mansour, Mansour, Shyamsundar, Harris, Consulting's Brett Rodgriguez, Akash Shah, Shannon Saccocia, Raj Dhanda, Ares Management, John Christmas, RIAs, They'll, Mike Novogratz, Anna Paglia, Bryan Whalen, Saira Malik, Lauren Goodwin, Scott Wapner, DoubleLine Capital's Jeff Gundlach, CNBC's, Jan van Eck, Matt Hougan, DJ Mick, There's, Bob Pisani, Jon Maier, JP Morgan, Pisani, Jan Van Eck, Marlena Lee, That's Organizations: Ritholtz Wealth Management, JPMorgan Chase, Capital Group, Street Global Advisors, Funds, Polaris Capital Management, Graystone Consulting, Investments, Investment, Ares, HPS Investment Partners, Global, Life Investments, Bitwise, Management, Dimensional Fund Advisors Locations: HUNTINGTON BEACH, Calif, Los Angeles, Iowa, California, Huntington Beach, San Diego, Michigan, ETFEdge.cnbc.com

☆ Investors can nab extra yield with this under-the-radar municipal bond play, says Nuveen
▼ + stars: | 2024-09-11 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

There's a small part of the municipal bond market that could provide a big opportunity to investors, according to Nuveen. The Nuveen High Yield Municipal Bond Fund , which Close manages, has about 9% of its assets in charter school muni bonds. NHMAX 1Y mountain Nuveen High Yield Municipal Bond Fund Charter school bonds fund construction, renovation or the purchase of school facilities. There are currently about 8,000 charter schools in the United States serving 3.7 million students, according to the National Alliance for Public Charter Schools . Traditional K-12 bonds pay about 3.5%, while charter school bonds yield around 5% — a 150 basis point difference, Close said.

Persons: Dan Close, We've, there's, munis, Nuveen, Close Organizations: Municipal Bond Fund, muni, Municipal, Fund Charter, National Alliance for Public Charter Schools, AAA, AA, Standard, The Academy Charter School, Norton Science, Language Academy, of Peace Academy, St Locations: Nuveen, United States, Hempstead , New York, San Bernardino , California, Paul , Minnesota

☆ U.S. market volatility to ramp up ahead of election, Nuveen CIO says
▼ + stars: | 2024-07-23 | 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 EmailU.S. market volatility to ramp up ahead of election, Nuveen CIO saysSaira Malik, chief investment officer at Nuveen, says stock market volatility is set to increase in the run up to the U.S. presidential election. She also weighs in on the sectors most likely to gain from a Republican or a Democrat win.

Persons: Saira Malik Organizations: U.S, Republican, Democrat

☆ Small cap rotation may last another four weeks, says Nuveen's Saira Malik
▼ + stars: | 2024-07-18 | 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 EmailSmall cap rotation may last another four weeks, says Nuveen's Saira MalikSaira Malik, Nuveen CIO, joins 'Closing Bell' to discuss the market rotation, how to position, and tech moves.

Persons: Nuveen's Saira Malik Saira Malik

☆ Valuations in private real estate are bottoming, says Nuveen's Carly Tripp
▼ + stars: | 2024-06-20 | 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 EmailValuations in private real estate are bottoming, says Nuveen's Carly TrippCarly Tripp, Nuveen Real Estate Global CIO & head of investments, joins 'Closing Bell Overtime' to talk the private real estate space and how it compares to public and commercial real estate indicators.

Persons: Carly Tripp Carly Tripp Organizations: Global

☆ Software is a sector you can still find good stock, says Nuveen's Saira Malik
▼ + stars: | 2024-06-20 | 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 EmailSoftware is a sector you can still find good stock, says Nuveen's Saira MalikNuveen CIO Saira Malik joins 'Power Lunch' to discuss finding opportunities in markets outside of tech.

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

☆ Muni bond inflows on the rise
▼ + stars: | 2024-06-11 | 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 EmailMuni bond inflows on the riseDan Close, head of municipals at Nuveen, joins CNBC's 'The Exchange' to discuss outlooks for municipal bonds, how position in the current rate environment, and more.

Persons: Dan Close Locations: Nuveen

☆ Market will broaden out if inflation settles, says Nuveen CIO Saira Malik
▼ + stars: | 2024-05-24 | 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 EmailMarket will broaden out if inflation settles, says Nuveen CIO Saira MalikSaira Malik, Nuveen CIO, joins 'Power Lunch' to discuss the market, inflation data, talks of recession, and more.

Persons: Saira Malik Saira Malik

☆ Why some investors are bullish on this asset class that's yielding over 6%
▼ + stars: | 2024-05-17 | by ( Michelle Fox | ) www.cnbc.com time to read: +7 min

Right now, securitized products in general look relatively cheap, said John Kerschner, head of U.S. securitized products and portfolio manager at Janus Henderson Investors. To meet this need, Janus launched its Securitized Income ETF (JSI) in November, which invests across the securitized space. JSI YTD mountain Janus Henderson Securitized Income ETF Collateralized loan obligations Another fund Kerschner manages is the Janus Henderson AAA CLO ETF . One way investors can get broad exposure to CMBS via BlackRock's iShares CMBS ETF . CMBS YTD mountain iShares CMBS ETF year to date However, Janus' Kerschner pointed out that all office work isn't going away.

Persons: Nick Travaglino, Nuveen, Travaglino, John Kerschner, Janus Henderson, Janus, Kerschner, Rick Rieder, I've, Rieder, CLOs, it's, isn't, Fannie Mae, Freddie Mac, Kershner, We're Organizations: Investors, Fund, Janus Henderson Investors, SEC, Janus Henderson AAA CLO, Bank of America, AAA CLOs, BlackRock AAA CLO Locations: CLOs, BlackRock, Moody's, CMBS, multifamily

☆ ‘Big Short’ investor Michael Burry piles into physical gold fund, making it his biggest bet
▼ + stars: | 2024-05-15 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Michael Burry, known for calling the subprime mortgage crisis, piled into a physical gold trust in the first quarter, making it his biggest bet, according to a new regulatory filing. Burry, who now manages hedge fund Scion Asset Management, bought more than 440,000 units of the Sprott Physical Gold Trust (PHYS), worth more than $10 million in the first quarter. The closed-end fund holds its assets in physical gold bullion. The gold trust is trading at a discount to its net asset value. The widest discount PHYS has traded at over the past 52 weeks is 2.52%.

Persons: Michael Burry, Burry, It's, Michael Lewis Organizations: Asset Management, Nuveen, JD.com, HCA Healthcare, Citigroup, Block, Securities and Exchange

Search resuls for: "Nuveen"

25 mentions found