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Search resuls for: "Guggenheim Partners"


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☆ CERAWEEK-Russia wild card to keep oil markets on edge, execs warn
  + stars: | 2023-03-07 | by ( Stephanie Kelly Erwin Seba | Stephanie Kelly | Erwin Seba | ) www.reuters.com   time to read: +4 min
The comments at the CERAWeek energy conference in Houston show the industry remains on edge after weathering the initial aftermath of one of the biggest shocks to global energy flows in recent memory. On Feb.5, the G7 and allies also implemented a price cap on Russian fuel sales. On Tuesday, the Kremlin said it did not recognize the price cap. A STABLE OIL MARKET? China's oil demand will grow 500,000 to 600,000 barrels per day in 2023, OPEC's Al Ghais said, while global oil demand growth is expected to grow 2.3 million barrels per day in 2023.
☆ Disney needs to show investors it has a plan to make streaming profitable — and stop hemorrhaging money
  + stars: | 2023-02-07 | by ( Paulina Likos | ) www.cnbc.com   time to read: +8 min
Disney's direct-to-consumer unit, which includes streaming platforms Disney+, Hulu and ESPN+, has yet to reach profitability — losing nearly $1.5 billion last quarter. Those loses spurred Disney's board to push out then-CEO Bob Chapek and bring Iger back to the top job. In 2021 Disney spent $25 billion to produce original content, and the following year expanded its budget to $33 billion. Similarly, Macquarie's Nollen said Disney's advertising-based subscription tier for Disney+ is "a lever Disney can pull to raise revenue." "Lots of angry people ask me why I support Nelson Peltz for the Disney board, and I give a simple answer: What has this board done for its shareholders other than wipe out more shareholder money?"
☆ Guggenheim CIO: We are predicting the recession to start mid-year
  + stars: | 2023-01-18 | 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 EmailGuggenheim CIO: We are predicting the recession to start mid-yearAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk Box' to discuss her thoughts on Wednesday's December PPI data, recession, and more.
☆ Watch CNBC's full interview with Guggenheim Partner's Anne Walsh
  + stars: | 2023-01-18 | 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 EmailWatch CNBC's full interview with Guggenheim Partner's Anne WalshAnne Walsh, Guggenheim Partners Investment Management CIO, joins 'Squawk Box' to discuss her thoughts on Wednesday's December PPI data, recession, and more.
☆ Watch CNBC's full interview with Guggenheim Partners' John DiFucci
  + stars: | 2023-01-17 | 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 EmailWatch CNBC's full interview with Guggenheim Partners' John DiFucciJohn DiFucci, Guggenheim senior research analyst, joins 'TechCheck' to break down his sell call on Microsoft.
☆ Goldman Sachs' year-end bonuses are going to be brutal, and everyone's pointing fingers on who's to blame
  + stars: | 2022-12-23 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +6 min
When things were going good, Goldman Sachs' CEO David Solomon could seemingly do no wrong. Last year, thanks to a booming M&A market and a favorable trading environment, life was good at the elite Wall Street bank. Top tech executives from 10 Wall Street firms, including Goldman Sachs, Citadel, and KKR, share their predictions for the top public-cloud trends next year. Bad news: You're not the only one waiting for rates to drop to buy a home; so is Wall Street. Here's what a home-buying spree from Wall Street could mean for the entire industry.
☆ Scott Minerd, Guggenheim Partners’ Investment Chief, Dies at Age 63
  + stars: | 2022-12-22 | by ( Charley Grant | James R. Hagerty | ) www.wsj.com   time to read: 1 min
Scott Minerd , an outspoken and influential fund manager who was chief investment officer of Guggenheim Partners, died Wednesday of a heart attack. Mr. Minerd, 63 years old and a committed weightlifter known to bench press more than 400 pounds, died during his daily workout, the firm said.
☆ Guggenheim Partners chief investment officer Minerd dies at 63
  + stars: | 2022-12-22 | by ( Niket Nishant Davide Barbuscia | Niket Nishant | Davide Barbuscia | ) www.reuters.com   time to read: +3 min
Dec 22 (Reuters) - Scott Minerd, global chief investment officer at investment and advisory firm Guggenheim Partners and a prominent Wall Street bond investor, has died, his firm said on Thursday. During his 25-year stint with Guggenheim, Minerd became a prolific commentator on financial markets and was often quoted by the media. He will be greatly missed by all," Mark Walter, chief executive and a founder of Guggenheim Partners, said in the firm's statement. Guggenheim said it had implemented a succession plan, with Anne Walsh, managing partner and CIO of Guggenheim Partners Investment Management, assuming many of Minerd's responsibilities on an interim basis. Minerd was regarded in the past few years as one of the U.S. "bond kings," along with Jeffrey Gundlach, chief executive of DoubleLine, and Dan Ivascyn, chief investment officer of bond giant PIMCO.
☆ US stocks drop as signs of a still-tight labor market raise fears the Fed will stay hawkish into 2023
  + stars: | 2022-12-22 | by ( Brian Evans | ) www.businessinsider.com   time to read: +2 min
US stocks closed lower on Thursday, snapping a win streak of three consecutive gains. Weekly jobless claims rose less than expected, signaling the labor market may still be tight. "Strong economic data, especially strong labor market data, keeps the Fed's foot on the economic brake," Charles Schwab's Liz Ann Sonders said. "Strong economic data, especially strong labor market data, keeps the Fed's foot on the economic brake," Liz Ann Sonders, chief investment strategist at Charles Schwab, told Reuters. Billionaire David Tepper said he is going short on the market into 2023 over the Federal Reserve's continued hawkishness.
☆ 5 charts show why now is a good time to invest in bonds while they look the most attractive relative to stocks in years
  + stars: | 2022-12-05 | by ( William Edwards | ) www.businessinsider.com   time to read: +2 min
After years of offering low returns, bond yields are up as the Fed raises interest rates. Both UBS Asset Management and Bank of America have shared charts showing why bonds look attractive. Sign up for our newsletter to get the inside scoop on what traders are talking about — delivered daily to your inbox. If the economy slows meaningfully, inflation will likely cool, leading to falling interest rates and higher bond prices." Below are charts that Bank of America and UBS Asset Management shared to put bonds' current attractiveness into historical context.
☆ Wall Street salaries revealed: How much Evercore, Centerview, Moelis, and other boutique banks pay from analyst to VP
  + stars: | 2022-11-22 | by ( Emmalyse Brownstein | Rachel Durose | ) www.businessinsider.com   time to read: +9 min
Pay soared everywhere, but particularly at boutique firms, which tend to pay more than big banks. Some of the biggest beneficiaries of that trend were those at "boutique" firms — smaller banks lesser known to industry outsiders — like Moelis, Lazard, and Evercore. It has more than 3,000 employees according to LinkedIn and more than 200 open positions. Rothschild & Co.Based in Paris, but with offices in several US cities, Rothschild has 3,600 employees, according to their website. 2 in number of completed transactions for the first half of 2022, according to their August press release.
☆ 100 years of stock-market history show the sell-off is likely only half done, says a 30-year market vet who called the downturn. Here are 3 criteria to watch to know when the worst is over.
  + stars: | 2022-11-19 | by ( William Edwards | ) www.businessinsider.com   time to read: +7 min
Jon Wolfenbarger thinks stock-market investors are still too optimistic that a bear market bottom is coming sometime in the immediate-to-near future. When bear markets occur when valuations are relatively high, the bear markets tend to drag on longer. The median bear market length during periods of high valuation among those listed above is 17 months, Wolfenbarger said, compared to 13 months when valuations are attractive. Given that the current market sell-off began amid some of the highest valuations in history, Wolfenbarger said he expects the bear market to last 17 months or longer. Wolfenbarger's views in contextIn June, Societe Generale conducted a similar analysis to Wolfenbarger's and looked at bear markets over the last 150 years.
☆ Bank of America shares one area of the bond market set to deliver 13% returns in 2023 — and lays out the drivers of its 'big reversal'
  + stars: | 2022-11-17 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
In a note to clients on Monday, Seliger said investment-grade corporate credit in particular is in for a big year. Investment-grade corporate bonds are those rated Baa by Moody's and BBB by S&P and Fitch because they're deemed to have low default risk. "This base case scenario implies a +12.9% total return and +379bps excess return for IG corporate bonds in 2023. Bank of AmericaBank of America's November survey of bond investors showed that both high yield bond investors and investment-grade bond investors expect BBB-rated bonds to outperform most relative to Treasurys in 2023. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) and the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) are two ways to gain exposure to investment-grade corporate bonds.
☆ 'We will resist the temptation to bottom fish': A 42-year market vet says the tech stocks that dominate the market are still overvalued — and their impending demise will further bring down the rest of
  + stars: | 2022-11-12 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
But according to Bill Smead, a 42-year market vet and the founder and CIO of Smead Capital Management, the group is still overvalued. Smead Capital Management"As you can see, it took years for the tech bubble stocks of 1999 to get interesting. Smead also included a chart on the average valuation of the top 100 tech stocks, which still shows historically elevated levels. Smead Capital Management"Hannibal Lecter said to Clarisse in the movie The Silence of the Lambs, 'Have the lambs stopped screaming?' Smead's views in contextSmead's view that tech stocks are overvalued is shared by some.
☆ Generali sticks to 2024 targets, generates $1 bln per year for M&A
  + stars: | 2022-11-10 | by ( Gianluca Semeraro | ) www.reuters.com   time to read: +2 min
In September, sources had said Generali was exploring several potential U.S. acquisition targets in the asset management business, including investment firm Guggenheim Partners. For a deal of this size, Generali may need to divest its private bank Banca Generali (BGN.MI), sources had said at that time. In a post-results call with journalists, Chief Financial Officer Cristiano Borean declined to comment on rumours of an acquisition in the U.S. but said Generali was "a happy investor" in Banca Generali. Nine-month net profit came in at 2.23 billion euros ($2.24 billion), down 0.8% from a year ago, due to impairments of 141 million euros on Russian investments. The profit was above an analyst consensus provided by the company of 2.05 billion euros.
☆ Watch CNBC’s full interview with Guggenheim Partners Scott Minerd
  + stars: | 2022-11-10 | 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 Guggenheim Partners Scott MinerdScott Minerd, Guggenheim Partners global chief investment officer, joins 'Closing Bell: Overtime' to discuss his market outlook, volatility, inflation, market bearishness and the crypto collapse.
☆ Bonds will see tailwinds from further market downside, says Guggenheim's Scott Minerd
  + stars: | 2022-11-10 | 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 EmailBonds will see tailwinds from further market downside, says Guggenheim's Scott MinerdScott Minerd, Guggenheim Partners global chief investment officer, joins 'Closing Bell: Overtime' to discuss his market outlook, volatility, inflation, bearishness and the crypto collapse.
☆ History shows that after the midterms, there's a substantial rally, says Guggenheim's Scott Minerd
  + stars: | 2022-11-08 | 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 EmailHistory shows that after the midterms, there's a substantial rally, says Guggenheim's Scott MinerdGuggenheim Partners Global Chief Investment Officer Scott Minerd joins ‘CNBC: Business on the Ballot’ to discuss markets and what the midterm election could mean for your money.
☆ Watch CNBC's full interview with Guggenhiem Partner's Scott Minerd
  + stars: | 2022-11-08 | 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 Guggenhiem Partner's Scott MinerdGuggenheim Partners Global Chief Investment Officer Scott Minerd joins ‘CNBC: Business on the Ballot’ to discuss markets and what the midterm election could mean for your money.
☆ It's the bond market's time to shine
  + stars: | 2022-11-06 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Bond yields are at their highest levels in years. The result has been nothing but pain for stock and bond prices since the start of the year. Another reason is because in a recessionary environment, bond prices typically rise as investors pile into safe-haven assets like Treasurys. "Bond investors are facing a unique win-win scenario right now," Saperstein said in an October memo. He continued: "If inflation and rates continue to rise, bond prices will decline but unrealized price losses can be meaningfully offset by locked-in 4-6% income returns.
☆ 'What we're seeing today looks a lot like post-internet bubble': Guggenheim CIO Scott Minerd told us why stocks will likely fall another 19% — and shared 2 investments that look among the most attract
  + stars: | 2022-11-05 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Amid the tough backdrop, Minerd shared two areas where he thinks investors can find return. "That's a much better place to go with your money than the stock market," Minerd said. "If you look at defense stocks year-to-date, they're generally high. And so I think there's a lot more upside in defense stocks, both relatively in the short run and in the next five years." Funds like the SPDR S&P Aerospace & Defense ETF (XAR) and the iShares U.S. Aerospace & Defense ETF (ITA) offer diversified exposure to defense stocks.
☆ Wall Street's most highly regarded titans are warning 'the worst is yet to come' for stocks. Here's why people like Ray Dalio, Jeremy Grantham, Carl Icahn, and Scott Minerd are bearish on the market's
  + stars: | 2022-09-24 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Ray Dalio, Carl Icahn, Scott Minerd, and Jeremy Grantham all warned in recent days of more downside. In recent days, a number of them — including Ray Dalio, Jeremy Grantham, Scott Minerd, and Carl Icahn — have warned that further downside is coming. Ray Dalio, founder of Bridgewater AssociatesRay Dalio at the MarketWatch Best New Ideas in Money Festival in New York on September 21, 2022. Carl Icahn, founder of Icahn Enterprisesvia CNBCIcahn also pointed out this week that it's a generally bad environment for economic growth and investors with the Fed tightening, which he supports. "I think it's going to be worse before it gets better," Icahn said at the MarketWatch Best New Ideas in Money Festival on Wednesday.
☆ Fed raising rates will 'end in tears' for stock investors, Guggenheim's Scott Minerd says
  + stars: | 2022-09-19 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
The Federal Reserve's moves to curb inflation will not end well for some investors, Scott Minerd of Guggenheim Partners said Monday. Minerd told CNBC's " The Exchange " that the Fed may "overdo it" when it comes to efforts to mitigate inflationary pressures through rate hikes. The result, he said, would be a tough period for investors with long-risk assets. He also noted that the stock market has never bottomed while the Fed was in a rate-hiking cycle. Minerd's comments come ahead of a key Fed meeting this week in which the central bank is largely expected to raise rates by 75 basis points, or 0.75 percentage point.
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