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☆ Dan Niles’ Satori Fund is beating the market this year. Here’s where he is putting his money
▼ + stars: | 2022-09-27 | by ( Zavier Ong | ) www.cnbc.com time to read: +5 min

This year's bear market has left many investors deep in the red, but Dan Niles says his Satori Fund has bucked the trend. Niles said the U.S.-focused long-short equity fund is up this year, outperforming the S & P 500 , which has declined around 20% in the same period. The Satori Fund also holds several long positions, though Niles cautioned that these positions remain vulnerable in today's market. Stocks he likes In terms of stocks he likes, Niles said he favors defensive companies against the backdrop of a looming recession. Niles likes Walmart as a defensive bet that could "benefit from a recession as consumers look for bargains."

☆ Once bond yields go down and the dollar peaks, you can form a bottom in equities, says Mike Wilson
▼ + stars: | 2022-09-26 | 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 EmailOnce bond yields go down and the dollar peaks, you can form a bottom in equities, says Mike WilsonMike Wilson, Morgan Stanley chief investment officer, and chief U.S. equity strategist, joins 'Squawk Box' to discuss Wilson's current take on inflation and how deep the earnings recession is likely to be.

☆ The Morgan Stanley strategist who called the bear market says the S&P could fall to the low 3,000s
▼ + stars: | 2022-09-26 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Wilson's bear case for the S & P 500 is around 3,000, with his base case at 3,400. These estimates represent a drop of about 8% to 18% from the S & P 500's current level. The market needs time to readjust to the headwinds as the Fed attempts to control inflation through rate hikes, he said. The S & P 500 is off 23% from its high and near its lowest levels in two years. Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley.

☆ With the dollar surging, these ETFs could help bolster your portfolio
▼ + stars: | 2022-09-26 | by ( Jesse Pound | ) www.cnbc.com time to read: +7 min

The surging U.S. dollar is causing havoc in global currency markets and that appears to be spilling into the equity markets. Betting on the dollar The simplest way for investors to benefit from the surging U.S. dollar is to buy ETFs that track currency indexes. Currency hedging strategies For investors who want international exposure in their portfolios, the surging dollar is an even bigger worry. There are many currency-hedged ETFs that have outperformed their un-hedged counterparts so far this year, which could help investors limit the impact of a stronger dollar. There are many currency-hedged ETFs that have outperformed their un-hedged counterparts so far this year, which could help investors limit the impact of a stronger dollar.

☆ Dan Niles predicts when the S&P 500 might bottom, and reveals how he's profited this year
▼ + stars: | 2022-09-26 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Hedge fund manager Dan Niles has revealed his outlook for the S & P 500 after the Federal Reserve hiked rates by 75 basis points for the third consecutive time. The S & P 500 hit an all-time high of 4,797 in January this year and has fallen by more than 20% since then. "Our single point target is 3,000 on the S & P," he said, echoing Morgan Stanley Chief Investment Officer Mike Wilson's call earlier this year. Niles also warned that bear market rallies are also likely to occur as the S & P 500 falls to 3,600. The hedge fund manager had a stark, yet straightforward, message for investors: "There is nothing that is safe.

☆ Is it time to buy Treasurys? Here's how to allocate your portfolio, according to the pros
▼ + stars: | 2022-09-23 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

The latest threat to stocks now isn't any macro risk — it's rising 2-year Treasury yields, according to some fund managers and strategists. Short-term, relatively risk-free Treasury bonds and funds are back in the spotlight as the yield on the 2-year Treasury continues to surge. Meanwhile, U.S.-listed short-term Treasury ETFs have attracted $7 billion of inflows so far in September — six times the volume of inflows last month, BlackRock said. Here's what analysts say about how to allocate your portfolio right now. This sees investors put 60% of their portfolio in stocks, and 40% bonds.

☆ 'Boring is beautiful': Morgan Stanley's Mike Wilson says play it safe with stocks of this kind
▼ + stars: | 2022-09-22 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

It has worked out quite well," Morgan Stanley 's chief U.S. equity strategist told CNBC's " Squawk Box Asia " on Wednesday. There have been several false dawns in this year's bear market, including a summer rally that saw a resurgence in technology stocks — one of the most beaten down sectors in the first half's market rout. Wilson said companies with operational efficiency are likely to do well in the current environment. The bank takes into account three types of costs: labor costs, inventory costs and capital expenditure. Here's what the pros say Fund manager says the bear market is going to get 'nasty' — but says he's not 'freaking out' Want to play the EV sector?

☆ A 24-year investing veteran shares 15 stock picks to buy now as earnings decline and the economy shifts under rising interest rates
▼ + stars: | 2022-09-22 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

A teetering global economy could cause earnings to decline, said Tavis McCourt of Raymond James. Here are 15 stocks that McCourt and Raymond James are bullish on right now. That multiple is above the S&P 500's long-term average but is warranted because of the shaky prospects for foreign stocks, McCourt said. Buy these 15 stocks and play defense as the economy evolvesIn addition to sharing his economic outlook, McCourt gave Insider a list of 15 of his favorite stock picks right now. The first two themes can help investors get defensive while the latter two speak to how the economy is shifting.

☆ MORGAN STANLEY: These 23 stocks provide high, stable, and growing dividend yields — and are set to outperform in a high-inflation environment
▼ + stars: | 2022-09-20 | by ( William Edwards | ) www.businessinsider.com time to read: +2 min

High-yield dividend stocks are set to outperform in a high-inflation environment. That's according to Morgan Stanley, which published a list of 23 attractive dividend stocks. According to Morgan Stanley, the current environment — with inflation still above trend at 8.3% but falling — is prime for high-yield dividend stocks to outperform relative to their low-yield counterparts. But there's more to consider than dividend yields when selecting dividend stocks, the bank said. This in mind, they published a list of 23 dividend stocks, handpicked by their analysts, that have the total package: solid dividend yields; a track record of dividend growth; and a consistent record of issuing dividends.

☆ Watch CNBC's full interview with Morgan Stanley's Mike Wilson
▼ + stars: | 2022-09-19 | 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 EmailWatch CNBC's full interview with Morgan Stanley's Mike WilsonMike Wilson, Morgan Stanley, joins 'Closing Bell' to discuss his bearish call on company earnings, how earnings will have to come in and why now is not a good time to buy stocks.

☆ The market indices are overvalued and where you'll see most of the pain, says Morgan Stanley's Wilson
▼ + stars: | 2022-09-19 | 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 EmailThe market indices are overvalued and where you'll see most of the pain, says Morgan Stanley's WilsonMike Wilson, Morgan Stanley, joins 'Closing Bell' to discuss his bearish call on company earnings, how earnings will have to come in and why now is not a good time to buy stocks.

☆ Morgan Stanley says buy these dividend stocks to optimize returns in turbulent times
▼ + stars: | 2022-09-19 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Morgan Stanley sees earnings headwinds building and has some dividend stocks for investors to optimizing returns despite the volatility. Still, the strategist thinks investors can find returns in some dividend stocks that perform well in a late-cycle environment. Morgan Stanley highlighted some top systematic dividend picks to own based on total expected return, upside to the price target, projected dividend yields for 2023 and one-year volatility. Eastman Chemical made the list with the highest total expected return of 77%, as of Sept. 15. Morgan Stanley has a price target of $53 on the stock and sees a dividend yield of 4% for 2023.

☆ A former top TD Ameritrade technical analyst says stocks have yet to bottom as shares of several major firms remain 'disconnected' from reality — and warns the market could fall another 22%
▼ + stars: | 2022-09-17 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

The S&P 500 is down 19% in 2022. Since January 3, the S&P 500 is down more than 19%. All except for Apple have underperformed the S&P 500, though they are more on par with the performance of the tech-heavy Nasdaq 100, which is down 28.1% this year. It currently sits at 27.54, and tends to rise when the S&P 500 falls. Markets InsiderWhen all is said and done, Bierman said he thinks the S&P 500 will bottom out somewhere between 3,000-3,300.

☆ How to handle an inflation shock that no one is prepared for
▼ + stars: | 2020-08-11 | by ( Business Insider | ) www.businessinsider.com time to read: +4 min

Getty Images / Spencer PlattDear Readers,How prepared would you say you are for a sudden spike in inflation? As it turns out, clients of Morgan Stanley are similarly nonplussed by the prospect of an inflationary shock. But Morgan Stanley says to ignore the threat of an inflation spike at your own risk. The firm qualifies this with another potentially damning observation: People just aren't worried about an inflation spike, nor are they positioned for one. — Mike Wilson, the chief US equity strategist at Morgan Stanley, discussing the potential impact of further US money supply expansion

☆ Top strategists from Morgan Stanley and Schwab lay out how to trade an upside-down market
▼ + stars: | 2020-06-23 | by ( Business Insider | ) www.businessinsider.com time to read: +5 min

And rather than tout the growth merits of tech, he's far more interested in the upside offered by by financial and industrial shares — plus international stocks. If you aren't yet a subscriber to Investing Insider, you can sign up here. Those are ultimately just two examples of what the Investing team at Business Insider has explored over the past several days. -- JoeJoin Business Insider on July 8 at 12 p.m. The two highly successful growth investors told Business Insider about the stocks that they think have the most potential in the new decade.

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