DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Ben Kirby - 3 Kirby - 2 Thornburg's Kirby - 2 Thornburg's - 1 Emily Leveille - 1 Jane Fraser - 1 we're - 1 Fraser - 1
Top related locs:
U.S China Beijing Botox , Wyoming cautiousness Smucker Chicago
Top related orgs:
Thornburg Investment Management - 5 Nasdaq - 2 Nvidia - 2 Broadcom - 2 Kirby - 1 Depot - 1 Citigroup - 1 JPMorgan Chase - 1

Search resuls for: "Thornburg's"


13 mentions found


☆ Aging population creates opportunity in these healthcare stocks, says Thornburg's Leveille
  + stars: | 2024-10-15 | 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 EmailAging population creates opportunity in these healthcare stocks, says Thornburg's LeveilleEmily Leveille, Thornburg Investment Management portfolio manager, joins CNBC's 'The Exchange' to discuss where to find value in the market, whether European stocks are trading at discounts, and more.
Persons: Thornburg's, Emily Leveille Organizations: Thornburg Investment Management
☆ These dividend stocks top Thornburg's list — and they are trading at a discount
  + stars: | 2024-05-29 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
Investors searching for income can find some bargains in dividend stocks, according to Ben Kirby, co-head of investments at Thornburg Investment Management. Now investors have an added benefit in that dividend stocks are selling at a big discount, he said. When looking for the right dividend stock, Kirby wants companies offering solid balance sheets and free-cash-flow, as well as competitive advantages and sustainable profit margins. Here are some of the stocks Kirby owns in his funds and that he particularly likes right now. If the reductions continue, coupled with the stock's dividend yield, "that alone will drive a pretty competitive return," Kirby said.
Persons: Ben Kirby, Kirby, Jane Fraser, we're, Fraser Organizations: Thornburg Investment Management, Kirby, Depot, Citigroup, JPMorgan Chase, CNBC, Citi, Time Warner
☆ After a rough third quarter, here's what to expect from technology stocks into the end of 2023
  + stars: | 2023-10-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
2023's surge in technology stocks fizzled in September as rising rates put a heavy dent in the artificial intelligence-fueled rally . Over the next few weeks, Deepwater Asset Management's Gene Munster is keeping an eye on September's consumer price index and nonfarm payrolls report ahead of the start of big technology earnings later in the month. "The good news is that this should right itself once the September quarter earnings come up." Sean Sun, a portfolio manager at Thornburg Investment Management, likened the earnings season to a "gut check" on AI beneficiaries. But these drawdowns could offer opportunities for long-term investors to snatch up technology bets at bargain prices, said Nancy Tengler.
Persons: what's, behemoths, Street's, Gene Munster, Erika Klauer, Sean Sun, Paul Meeks, Nancy Tengler, Meeks, Klauer Organizations: Nasdaq, Reserve, Enphase, Lucid, ASML, Netflix, Apple, Microsoft, Devices, Nvidia, Tech, Thornburg Investment Management, Laffer, Investments, ServiceNow, Adobe, Broadcom, Oracle, Meta, Jennison, AMD
☆ China's macro backdrop has investors worried. Here are some stocks that could be safe from any weakness
  + stars: | 2023-09-20 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
A lackluster economic backdrop in China shouldn't keep Wall Street from buying opportunities in the world's second-largest economy, some investors say. Consumer growth bets Kirby named Yum China as one quality stock idea. He also expects Yum China could still benefit from a rebound in consumer spending in China. It's a spending category the fund manager doesn't expect will suffer from any weakness in the macro backdrop. Yum China is higher this year by more than 4%.
Persons: Ben Kirby, Kirby, Duke, It's, James Donald, Thornburg's Kirby Organizations: Thornburg Investment Management, KFC, Technology, doesn't, Lazard Investment, Lenovo Locations: China, Beijing, Botox, U.S
☆ Stocks are heading for a down August as market kicks off September with jobs report
  + stars: | 2023-08-25 | by ( Sarah Min | ) www.cnbc.com   time to read: +7 min
Regardless, the major averages are set to close a losing month as higher yields and Fitch downgrades weighed on equities this month. "Further cooling in the labor market and the services sector," said Brian Ellis, portfolio manager at Morgan Stanley Investment Management. The labor report will be preceded by the July personal consumption expenditures, or PCE, report on Thursday. In fact, many investors expect that the Federal Reserve is probably done hiking rates here as policymakers await the effects of higher rates on the real economy. Increasingly, investors are looking for opportunities in income as they deal with the possibility of higher rates for longer.
Persons: Jerome Powell, Jackson, Jay Hatfield, Fitch downgrades, nonfarm, Brian Ellis, Powell, Morgan, Ellis, Ben Kirby, that's, Thornburg's Kirby, Campbell Organizations: Federal, Nvidia, Nasdaq, Dow Jones, Capital Management, Dow Jones Industrial, FactSet, Morgan Stanley Investment Management, Federal Reserve, Thornburg Investment Management, Labor, Investors, Dallas Fed, Hewlett Packard Enterprise, HP, ADP, Costco, PCE, PCE Deflator, Chicago PMI, Dollar, Broadcom, Jobs, PMI, Manufacturing Locations: , Wyoming, U.S, cautiousness, Smucker, Chicago
☆ Bond investors fearing recession, boost safety bets ahead of FOMC
  + stars: | 2023-05-01 | by ( Gertrude Chavez-Dreyfuss | ) www.reuters.com   time to read: +5 min
Going long duration reflects expectations U.S. yields will fall because the Fed will be forced to cut rates. During the Fed's aggressive rate-hike phase last year, investors shortened their duration exposure. In terms of price action, U.S. 5-year yields dropped 67 bps since March, suggesting increased demand from investors. U.S. Treasuries rallied in March, pushing yields lower, as the market sought safety during the banking crisis. U.S. two-year yields, which reflect rate expectations, fell nearly 60 bps in March, the largest monthly fall since December 2007.
☆ Watch CNBC's full interview with Thornburg's Jason Brady
  + stars: | 2023-01-24 | 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 EmailWatch CNBC's full interview with Thornburg's Jason BradyJason Brady, president and CEO of Thornburg Investment Management, joins CNBC's 'Squawk Box' to discuss how he feels about the market, whether the China reopening helps 3M, and more.
☆ China is rolling back much of its Covid controls. That could spell a buying opportunity for these stocks
  + stars: | 2022-12-28 | by ( Sarah Min | ) www.cnbc.com   time to read: +5 min
A reopening in the world's second-largest economy could spell a buying opportunity for investors as China unwinds much of its Covid restrictions. Investors have taken the recent developments as a signal to start snapping up China equities. What's more, they say that Chinese equities are cheap on a historical basis, and cheap compared to their emerging market peers. This month, Morgan Stanley said that Chinese equities have a "steep climb" after their underperformance during the pandemic. Yum China is the fourth-largest position in the Thornburg Developing World Fund (THDAX) , which has a roughly 29% allocation to China.
☆ Markets appear closer to end of Fed tightening rather than beginning, says Thornburg's Jason Brady
  + stars: | 2022-12-22 | 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 EmailMarkets appear closer to end of Fed tightening rather than beginning, says Thornburg's Jason BradyJason Brady, president and CEO of Thornburg Investment Management, joins 'The Exchange' to discuss timing Fed rate hikes, the global economic slowdown, and conflicts between leading indicators of recession.
☆ Top defensive stocks for a volatile market, with Thornburg's Jason Brady
  + stars: | 2022-11-07 | 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 EmailTop defensive stocks for a volatile market, with Thornburg's Jason BradyJason Brady, president and CEO of Thornburg Investment Management, joins ‘The Exchange’ to discuss why big-cap tech stocks like Apple, Microsoft, Amazon and Meta are still meaningful despite poor performance in the current market.
☆ The Fed needs to cause pain to break inflation, says Thornburg's Jason Brady
  + stars: | 2022-11-01 | 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 Fed needs to cause pain to break inflation, says Thornburg's Jason BradyJason Brady, president and CEO of Thornburg Investment Management, joins CNBC's 'Squawk Box' to discuss his market outlook amid a busy week of earnings and the Federal Reserve's latest FOMC meeting.
☆ TotalEnergies is an opportunity trade as European stocks fall, says Thornburg's Jason Brady
  + stars: | 2022-10-17 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTotalEnergies is an opportunity trade as European stocks fall, says Thornburg's Jason BradyJason Brady, Thornburg Investment Management president, joins 'The Exchange' to discuss finding value in the European market and investment plays as markets bottom.
☆ The chief investment strategist at a $42 billion firm shares 9 stocks that can weather a recession while boosting income
  + stars: | 2022-09-25 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +2 min
To build a steady flow of income, he's focusing on firms with high dividends and cash generation. McMahon shared 9 stocks that are both recession-resistant and can boost income streams. "It's going to be a tough, tough battle to get inflation down below 3%," said Brian McMahon, chief investment strategist at Thornburg Investment Management, which manages $42 billion in assets. Because this fund aims to deliver a consistent stream of income to its investors, McMahon particularly emphasizes investing in high-quality fixed income assets and dividend-paying equities. McMahon shared nine stocks for investors to consider that are both recession-resistant and can boost income streams.
0 next >>
Total: 13