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☆ The market will probably probe any signs of weakness, JPMorgan says
  + stars: | 2023-03-27 | 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 EmailThe market will probably probe any signs of weakness, JPMorgan saysKerry Craig of JPMorgan Asset Management discusses German Chancellor Olaf Scholz's verbal assurances on Deutsche Bank and stock market jitters on the banking sector.
☆ The Fed hiked rates further but Wall Street is already pointing to tighter conditions on the ground
  + stars: | 2023-03-23 | by ( Jason Ma | ) www.businessinsider.com   time to read: +6 min
Between fighting inflation or the bank crisis, the Federal Reserve leaned toward the former. Wednesday's move comes despite the bank crisis, which previously led investors to price in a series of Fed rate cuts starting this summer. Indeed, Wall Street has started pointing to the facts on the ground when it comes to financial conditions. The banks are still tightening credit conditions and … non-bank lenders are as well," he told Bloomberg TV hours before the Fed meeting. Billionaire investor Mark Mobius says he is "very, very skeptical" of investing in bank stocks.
☆ This Fed still has a bias toward hiking but I'm not sure it's necessary, says JPM's Pandit
  + stars: | 2023-03-22 | 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 EmailThis Fed still has a bias toward hiking but I'm not sure it's necessary, says JPM's PanditJPMorgan Asset Management's Meera Pandit joins 'Closing Bell' to discuss today's Fed rate hike and how it could impact the markets down the road.
☆ 'Staying the course is the play,' advisor says. 4 tips to help weather market volatility
  + stars: | 2023-03-22 | by ( Lorie Konish | ) www.cnbc.com   time to read: +4 min
"In the months ahead, volatility may come and go," Vanguard global chief economist Joe Davis said last week. "And for all of us, I think it's important to remember to focus on what we can control," he said. By staying invested in the markets, investors have a better chance of success when it comes to achieving their long-term goals, Davis said. There are a few things to keep in mind that can help you stick through market turbulence, advisors say. "It's important to remember that by staying invested, you're playing the game of compounding your returns," Boneparth said.
☆ The stock market is going to be trading flat as long as risk-free assets offer much more yield
  + stars: | 2023-03-20 | by ( Max Adams | ) www.businessinsider.com   time to read: +6 min
Meanwhile, markets are still reeling from the SVB fiasco, but there's a simpler reason why the stock market is going to be trading flat for the foreseeable future. Banking turmoil aside, the stock market doesn't have much momentum as long as investors are getting much higher yields on risk-free assets. Even before Silicon Valley Bank crashed, investors were feeling the pain of a volatile stock market. What's your prediction for the stock market through the first half of this year? Zurich-listed shares of Credit Suisse are down more than 58% early Monday.
☆ Bank rescues ease crisis fears, investors still wary
  + stars: | 2023-03-17 | by ( ) www.reuters.com   time to read: +3 min
COMMENTS:KERRY CRAIG, SENIOR STRATEGIST, JPMORGAN ASSET MANAGEMENT"It has been a week of ups and downs for the equity market this week. Then they will take it away gradually and the bank will play out a slow death." ZHIKAI CHEN, HEAD OF ASIA EQUTIES, BNP PARIBAS ASSET MANAGEMENT"The $30 billion deposit injection into First Republic overnight was novel and creative. Its new facility taking eligible securities at par removes the mark to market spiral risk to meet deposits. That said, markets are now suggesting rates hikes may be nearing an end, while inflation continues to rollover."
☆ 4 steps the Fed needs to take to calm markets after the Silicon Valley Bank collapse, and what investors should remember amid the chaos, according to JPMorgan's chief strategist
  + stars: | 2023-03-17 | by ( Marley Jay | ) www.businessinsider.com   time to read: +5 min
The Fed needs to stop raising interest rates now, says David Kelly of JPMorgan Asset Management. Step one: don't hike interest rates any more. "You just pause on interest rates and you say that we're making good progress on inflation," he said. "What you need to do in the long run is have a very steady level of interest rates," he said. He explained that interest rates do a bad job controlling demand and end up creating bubbles and economic problems.
☆ Watch CNBC's full interview with Ironsides' Barry Knapp and JPM's Gabriela Santos
  + stars: | 2023-03-17 | 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 Ironsides' Barry Knapp and JPM's Gabriela SantosBarry Knapp, managing partner and director of research at Ironsides Macroeconomics, and Gabriela Santos, global market strategist at JPMorgan Asset Management, join 'Squawk Box' to discuss bank failure, buying bonds, and the Fed's inflation approach going forward.
☆ Raising rates further would be a monstrous decision by the Fed, says Ironsides' Barry Knapp
  + stars: | 2023-03-17 | 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 EmailRaising rates further would be a monstrous decision by the Fed, says Ironsides' Barry KnappBarry Knapp, managing partner and director of research at Ironsides Macroeconomics, and Gabriela Santos, global market strategist at JPMorgan Asset Management, join 'Squawk Box' to discuss bank failure, buying bonds, and the Fed's inflation approach going forward.
☆ Credit Suisse is just the 'tip of the iceberg' as banking turmoil snarls financial markets, JPMorgan Asset Management investment chief says
  + stars: | 2023-03-15 | by ( Morgan Chittum | ) www.businessinsider.com   time to read: +2 min
JPMorgan Asset Management's CIO predicts more pain ahead for the banking sector and the economy. Turmoil at Credit Suisse is just the "tip of the iceberg," JPMorgan's Bob Michele told Bloomberg. I think this is the tip of the iceberg," Bob Michele said on Bloomberg TV Wednesday. Credit Suisse shares shed as much as 30% on Wednesday as waning investor confidence in the bank ws sparked by one of the bank's largest shareholders stating that it would not lend any further financial support. Shares of Credit Suisse endured their largest single-day selloff Wednesday.
☆ This one chart shows the uniqueness of Silicon Valley Bank and how it set itself up to fail
  + stars: | 2023-03-12 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
Silicon Valley Bank 's status as a key player for venture capital-backed companies in technology and related industries appears to have played a major role in its demise , according to J.P. Morgan Asset Management. The chart below shows how unique Silicon Valley really was...see it (Ticker: SIVB) in the lower right far away from the other regional banks: The concentrated mix of deposits appears to have contributed to a massive bank run . At banks with a higher percentage of retail depositors, there would be less motivation for those depositors to pull out there money even if the bank was in trouble. Federal regulators are exploring options, including a potential sale of SVB , to backstop the uninsured deposits to soothe these fears. The chart shows that there are other banks with low percentages of retail depositors or high levels of loans plus securities, but that Silicon Valley Back was unusually risky on both fronts.
☆ SVB collapse could add to China stock investors' anxiety
  + stars: | 2023-03-12 | by ( Summer Zhen | ) www.reuters.com   time to read: +4 min
SHANGHAI, March 12 (Reuters) - China stock investors, already disillusioned by Beijing's lower-than-expected economic growth target for the year, will be further disheartened by the shock collapse of U.S. lender SVB Financial Group, market participants said. The market mood could be damped further following Friday's sudden collapse of start-up focused lender SVB (SIVB.O), which stirred heated discussion over the weekend in China about its fallout. But many Chinese tech start-ups, especially those with dollar funding, have opened U.S. accounts at SVB. He is cautious about tech stocks that could be impacted by US-China frictions. Still, domestic A-shares will likely outperform offshore China stocks, which are more vulnerable to potential spillover from the SVB collapse, analysts say.
☆ How an ETF with an 11% yield shows a growing use case for active strategies
  + stars: | 2023-03-08 | by ( Jesse Pound | ) www.cnbc.com   time to read: +4 min
The JPMorgan Premium Equity ETF (JEPI) has a 12-month rolling dividend yield over 11%, and its 30-day SEC yield was just under that mark as of the end of February. The biggest funds in the market track indexes, like the S & P 500, and give investors market returns minus fees. But 2022 was a surprisingly good year for active managers , and active ETFs gained some share against their passive counterparts. The JPMorgan Ultra-Short Income ETF (JPST) has also been popular this year, with $1 billion of inflows and a 30-day SEC yield above 4%. Among the firm's smaller active fixed income funds, the Core Plus Bond ETF (JCPB) has a roughly similar yield, while the Income ETF (JPIE) yields above 6%.
☆ JPMorgan taps manager with solid track record to lead its first 'semi-transparent' ETF
  + stars: | 2023-03-08 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
The bank launches the JPMorgan Active Small Cap Value ETF (JPSV) on Wednesday with a goal to outperform the Russell 2000 index of small cap companies. Playford co-manages two other mutual funds — the JPMorgan Small Cap Blend Fund and the JPMorgan Mid Cap Value Fund — both of which sport four-star, silver ratings from Morningstar. Playford's small cap fund, for example, was in the top quartile of small cap growth funds in 2022, according to Morningstar. The new JPSV fund, with an expense ratio of 0.74%, will operate as a semi-transparent ETF. "Active small cap value can be a compelling addition to investor portfolios.
☆ Asian stocks slip on weak China trade data, focus shifts to Powell
  + stars: | 2023-03-07 | by ( Scott Murdoch | Thomson Reuters | Scott Murdoch Has Been A Journalist For More Than Two Decades Working For Thomson Reuters | ) www.reuters.com   time to read: +4 min
Data on Tuesday showed China's exports and imports both fell sharply in January-February, reflecting a slowdown in the global economy and weak domestic demand. MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) fell 0.3%, although the index is up 2.9% so far this month. Beyond China, investor focus remains on the U.S. interest rate outlook and what Powell may say. The two-year yield , which rises with traders' expectations of higher Fed fund rates, touched 4.88% compared with a U.S. close of 4.894%. In early European trade, the pan-region Euro Stoxx 50 futures were up 0.12%, German DAX futures rose 0.11% at and FTSE futures were 0.23% higher.
☆ Asian markets steady as investors await Fed chair's testimony
  + stars: | 2023-03-07 | by ( Scott Murdoch | Thomson Reuters | Scott Murdoch Has Been A Journalist For More Than Two Decades Working For Thomson Reuters | ) www.reuters.com   time to read: +4 min
MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was flat after U.S. stocks ended the previous session with mild gains. The two-year yield , which rises with traders' expectations of higher Fed fund rates, touched 4.8945% compared with a U.S. close of 4.894%. Australian shares (.AXJO) were 0.1% lower after being down 0.3% earlier in the session, while Japan's Nikkei stock index (.N225) rose 0.5%. "In the next couple of days the congressional testimony will be critical for markets. Investors have repriced what they think the Fed will do with interest rates in March and into the second quarter," said Tai Hui, JPMorgan Asset Management's chief Asian market strategist.
☆ A no landing is not a steady state, the Fed will not tolerate inflation, says JPM's Gabriela Santos
  + stars: | 2023-03-07 | 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 EmailA no landing is not a steady state, the Fed will not tolerate inflation, says JPM's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss Asia investment strategies, regulatory struggles associated with China and Chinese consumers' luxury spending practices.
☆ Companies could lower grocery store prices if the US passed immigration reform, says a major food CEO: 'It's a crisis out here in terms of labor availability'
  + stars: | 2023-03-01 | by ( Jason Lalljee | ) www.businessinsider.com   time to read: +5 min
Land O'Lakes CEO Beth Ford told Time that allowing more immigration would help ease costs in the stretched industry. One food CEO is pointing to an untapped pool of people who could help businesses ease their labor shortage and lower prices for Americans: immigrants. To get some immigration reform," Beth Ford, the head of Land O'Lakes, a massive supplier of dairy goods, told Time's John Simons. It's a crisis out here in terms of labor availability." Amid labor shortage problems, Ford said that it's important to keep in mind that the demand for food is only growing.
☆ Why the 2023 stock market rally may be over already
  + stars: | 2023-02-27 | by ( Paul R. La Monica | ) edition.cnn.com   time to read: +3 min
New York CNN —So much for that big stock market comeback this year. At one point in mid-January, the average of 30 blue chips was up nearly 4% in 2023. It’s harder to justify more expensive valuations for the market in an environment where higher interest rates will likely eat into profits. He speculated that if inflation doesn’t cool off soon, the Fed may need to keep raising rates all the way up to 6%. “If there is a recession, profits will likely fall sharply.”Still, Kelly is cautiously optimistic that 2024 and beyond will be better years for earnings, and therefore stocks.
☆ Analysis: European stocks lure global investors as rate hikes hurt U.S. more
  + stars: | 2023-02-27 | by ( Shreyashi Sanyal | ) www.reuters.com   time to read: +4 min
Banks (.SX7P) accounted for nearly 16% of the STOXX 600 index (.STOXX) and have benefited from the high-rate environment, gaining nearly 20% to hit their highest in almost five years. In contrast, 35% of the S&P 500 (.SPX), the world's largest index by market value, are technology companies. Tech stocks (.SPLRCT) on the index have gained just 9% this year as rising rates make future profits for tech companies less valuable. CHEAPER IN EUROPEOn the valuation front too, the European stock market is much cheaper than the U.S. The STOXX 600 trades at about 13 times its 12-month forward price-to-earnings ratio, while the S&P 500 trades at some 18 times.
☆ Horizon Investments CIO: Might have a rockier path to disinflation than the market's pricing
  + stars: | 2023-02-27 | 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 EmailHorizon Investments CIO: Might have a rockier path to disinflation than the market's pricingKelsey Berro, JPMorgan Asset Management fixed income portfolio manager, and Scott Ladner, chief investment officer at Horizon Investments, join 'Squawk Box' to discuss last week's stock performance, how the inflation data changed the equation, and more.
☆ Market hasn't priced in a high terminal rate, says Wealth Enhancement Group's Nicole Webb
  + stars: | 2023-02-27 | 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 hasn't priced in a high terminal rate, says Wealth Enhancement Group's Nicole WebbVictoria Greene of G Squared Private Wealth, Meera Pandit of JPMorgan Asset Management, and Nicole Webb of Wealth Enhancement Group join 'Closing Bell' to discuss market forecast for 2023, market response to Fed rate policy, and opportunities in the bond market.
☆ Watch CNBC's full interview with Victoria Greene, Meera Pandit and Nicole Webb
  + stars: | 2023-02-27 | 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 Victoria Greene, Meera Pandit and Nicole WebbVictoria Greene of G Squared Private Wealth, Meera Pandit of J.P. Morgan Asset Management and Nicole Webb of Wealth Enhancement Group join 'Closing Bell' to discuss the market forecast for 2023, the market's response to Fed rate policy and opportunities in the bond market.
☆ Majority of global asset managers still not investing responsibly, ShareAction says
  + stars: | 2023-02-26 | by ( Industry Insight | Reuters Professional | Energy Crisis Spurs Drive To Address 'Blind Spot' Of Leaky Buildings | ) www.reuters.com   time to read: +2 min
LONDON, Feb 26 (Reuters) - Global asset managers controlling trillions of dollars are failing to invest in a way that will protect climate, biodiversity and people, despite efforts by the industry to promote its sustainable finance credentials, the corporate responsibility group ShareAction said on Sunday. Yet, two-thirds of 77 asset managers surveyed, which control $60 trillion of assets, had "serious gaps in their responsible investment policies and practices," the group found based on an analysis of their policies. "As managers of tens of trillions of dollars ... their decisions have a vast impact all over the world. ShareAction assessed managers on several hundred indicators, including their holdings of fossil fuel investments; whether they have set shorter-term emissions reductions targets and how they integrate biodiversity policies into decision-making. ShareAction also found the portion of managers performing significantly worse than their peers has fallen from 51% in 2020 to 35% in 2023.
☆ Majority of global asset managers still not investing responsibly - ShareAction
  + stars: | 2023-02-26 | by ( Industry Insight | Reuters Professional | Energy Crisis Spurs Drive To Address 'Blind Spot' Of Leaky Buildings | ) www.reuters.com   time to read: +2 min
LONDON, Feb 26 (Reuters) - Global asset managers controlling trillions of dollars are failing to invest in a way that will protect climate, biodiversity and people, despite efforts by the industry to promote its sustainable finance credentials, the corporate responsibility group ShareAction said on Sunday. Yet, two-thirds of 77 asset managers surveyed, which control $60 trillion of assets, had "serious gaps in their responsible investment policies and practices," the group found based on an analysis of their policies. "As managers of tens of trillions of dollars ... their decisions have a vast impact all over the world. ShareAction assessed managers on several hundred indicators, including their holdings of fossil fuel investments; whether they have set shorter-term emissions reductions targets and how they integrate biodiversity policies into decision-making. ShareAction also found the portion of managers performing significantly worse than their peers has fallen from 51% in 2020 to 35% in 2023.
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