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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCalls of the Day: Albemarle, General Motors, Broadcom, Disney and ServiceNowThe Investment Committee discusses the latest Calls of the Day.
Organizations: General Motors, Broadcom, Disney, Investment
To Danny Yong, the Middle East is still Asia. In particular, multi-strategy hedge funds, the industry subset that large allocators are desperate for thanks to their uncorrelated and consistent returns, are growing in markets like Hong Kong and Singapore. Houston-based Pan Capital is planning to hire macro PMs in Hong Kong this year. These people-heavy firms need plenty of talent to make it all work, and the relatively small size of the Singapore market, coupled with political uncertainty in Hong Kong, puts a strain on the entire system. "Managers follow allocator trends, and the Middle East has been actively allocating while other regions have slowed their deployment.
Persons: Danny Yong, firm's, Yong, there's, Kurt Baker, Jonathan Xiong, Bobby Jain, Amir Ravan, Arun Singhal, Alan Howard, Simon Sadler, Dymon, Samantha Rosenstock, Craig Thorburn, It's, Joe Cheung, , Cheung Organizations: Business, Dymon, UAE, Millennium, Bloomberg, Pan, Segantii Capital Management, Blackpool Football Club, Man, Hong Kong Monetary Authority, Citadel Locations: Asia, Japan, Hong Kong, Singapore, Dubai, Dymon Asia, Houston, Point72, Tokyo, Sidney, Abu Dhabi, United Kingdom, London, Miami, New York, China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Nasdaq, Alphabet, Spotify, Charles Schwab and Teck ResourcesThe Investment Committee give you their top stocks to watch for the second half.
Persons: Charles Schwab Organizations: Nasdaq, Investment Locations: Teck
Morgan Stanley upgrades the energy sector to overweight
  + stars: | 2024-04-09 | 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 EmailMorgan Stanley upgrades the energy sector to overweightThe Investment Committee debates Morgan Stanley's call to upgrade the energy sector to overweight.
Persons: Morgan Stanley, Morgan Stanley's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCalls of the Day: Nasdaq, American Express, Freeport-McMoRan and CiscoThe Investment Committee discusses the latest Calls of the Day.
Organizations: American Express, McMoRan, Cisco The Investment Locations: Freeport
Final Trades: Transocean, SLB, IEO & URNM
  + stars: | 2024-04-02 | 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 EmailFinal Trades: Transocean, SLB, IEO & URNMThe Investment Committee give you their top stocks to watch for the second half.
Organizations: Investment
Investment Committee's Q1 winners and losers
  + stars: | 2024-04-01 | 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 EmailInvestment Committee's Q1 winners and losersThe Investment Committee discusses their winners and losers for the first quarter.
Organizations: Investment
Calls of the Day: Delta, Target and Disney
  + stars: | 2024-04-01 | 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 EmailCalls of the Day: Delta, Target and DisneyThe Investment Committee debates the latest calls of the day and how to trade them.
Organizations: Disney The
Final Trade: Wynn Resorts, Hilton and SLB
  + stars: | 2024-04-01 | 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 EmailFinal Trade: Wynn Resorts, Hilton and SLBThe Investment Committee gives their top stocks to watch for the second half.
Organizations: Wynn Resorts, Hilton, Investment
Calls of the Day: Bank of America, Oracle, Abbvie and Pfizer
  + stars: | 2024-03-28 | 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 EmailCalls of the Day: Bank of America, Oracle, Abbvie and PfizerThe Investment Committee debates the latest calls of the day and how to trade them.
Organizations: Bank of America, Oracle, Abbvie, Pfizer
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWinners & Losers: The Committee discusses their biggest quarterly moversThe Investment Committee discusses their biggest movers this quarter and how they plan on trading them now.
Final Trades: Berkshire Hathaway, IEO and IJR
  + stars: | 2024-03-28 | 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 EmailFinal Trades: Berkshire Hathaway, IEO and IJRThe Investment Committee give you their top stocks to watch for the second half.
Persons: Berkshire Hathaway, IEO Organizations: Berkshire, Investment
Calls of the Day: Netflix and the Big banks
  + stars: | 2024-03-26 | 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 EmailCalls of the Day: Netflix and the Big banksThe Investment Committee discuss the latest calls of the day.
Organizations: Netflix, Investment
Final Trades: Target, Costco and CVS
  + stars: | 2024-03-26 | 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 EmailFinal Trades: Target, Costco and CVSThe Investment Committee give you their top stocks to watch for the second half.
Organizations: Target, Costco, Investment
Morgan Stanley upgrades energy stocks to overweight
  + stars: | 2024-03-25 | 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 EmailMorgan Stanley upgrades energy stocks to overweightThe Investment Committee give you their energy playbook after Morgan Stanley upgraded the sector to overweight.
Persons: Morgan Stanley
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Steel Dynamics, Sabra Health Care, ASML Holding and DeereThe Investment Committee give you their top stocks to watch for the second half.
Organizations: Steel Dynamics, Sabra Health, ASML, Deere The Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBoeing CEO to step down year-end: CNBC's 'Halftime Report' investment committee reactThe Investment Committee react to the news that Boeing CEO Dave Calhoun will resign by the end of the year.
Persons: Dave Calhoun Organizations: Boeing
Calls of the Day: Disney, Netflix, Citigroup, Accenture and IBM
  + stars: | 2024-03-25 | 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 EmailCalls of the Day: Disney, Netflix, Citigroup, Accenture and IBMThe Investment Committee discuss the latest calls of the day.
Organizations: Disney, Netflix, Citigroup, Accenture, IBM The Investment
Calls of the Day: Netflix, Fedex, Darden and Vertiv
  + stars: | 2024-03-18 | 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 EmailCalls of the Day: Netflix, Fedex, Darden and VertivThe Investment Committee debate how to trade the latest calls of the day.
Organizations: Netflix, Fedex, Darden
Final Trades: Leidos Holdings, CrowdStrike, Paccar and GSG
  + stars: | 2024-03-18 | 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 EmailFinal Trades: Leidos Holdings, CrowdStrike, Paccar and GSGThe Investment Committee share their top trades for the second half.
Organizations: Leidos Holdings, Investment
Final Trades: Lululemon, CME Group and Archer-Daniels-Midland
  + stars: | 2024-03-15 | 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 EmailFinal Trades: Lululemon, CME Group and Archer-Daniels-MidlandThe Investment Committee gives their top stocks to watch for the second half.
Organizations: Group, Daniels, Midland, Investment
Call of the Day: Eli Lilly
  + stars: | 2024-03-15 | 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 EmailCall of the Day: Eli LillyJP Morgan is hiking Eli Lilly's price target to $850. The Investment Committee debate it.
Persons: Eli Lilly JP Morgan, Eli
Chart of the Day: Adobe
  + stars: | 2024-03-15 | 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 EmailChart of the Day: AdobeThe Investment Committee discusses Adobe as the stock sinks despite an earnings beat.
Organizations: Investment, Adobe
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Live Nation, Estee Lauder, Alphabet and Columbia BankingThe Investment Committee share their top stocks for the second half.
Persons: Estee Lauder Organizations: Columbia Banking, Investment
Calls of the Day: Caterpillar, IBM, RTX and Chubb
  + stars: | 2024-03-14 | 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 EmailCalls of the Day: Caterpillar, IBM, RTX and ChubbThe Investment Committee discuss the latest calls of the day.
Organizations: Caterpillar, IBM, RTX, Chubb
Total: 25