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☆ I do see a recession ahead, says Manulife Investment's Frances Donald
▼ + stars: | 2023-09-01 | 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 EmailI do see a recession ahead, says Manulife Investment's Frances DonaldFrances Donald, Manulife Investment Management global chief economist, and CNBC's Steve Liesman join 'The Exchange' to discuss what the August jobs report signals about the economy, whether we are heading into a recession, and more.

Persons: Manulife Investment's Frances Donald Frances Donald, Steve Liesman Organizations: Manulife Investment Management

☆ The risk-reward in fixed income is looking really attractive, says JPMorgan's Gabriela Santos
▼ + stars: | 2023-08-29 | 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 risk-reward in fixed income is looking really attractive, says JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, earnings season, fixed income opportunities for investors, and more.

Persons: JPMorgan's Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ Watch CNBC’s full interview with JPMorgan's Gabriela Santos and New York Life Investments' Lauren Goodwin
▼ + stars: | 2023-08-22 | 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 EmailWatch CNBC’s full interview with JPMorgan's Gabriela Santos and New York Life Investments' Lauren GoodwinGabriela Santos, JPMorgan Asset Management global market strategist, and Lauren Goodwin, New York Life Investments economist, join 'Closing Bell' to discuss the bull market rally, earnings season, and what's next for the Fed and economy.

Persons: JPMorgan's Gabriela Santos, Lauren Goodwin Gabriela Santos, Lauren Goodwin, what's Organizations: New York Life Investments, JPMorgan Asset Management, Fed Locations: New York

☆ The earnings recession is behind us, time to take the equity risk: JPMorgan's Gabriela Santos
▼ + stars: | 2023-08-22 | 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 EmailThe earnings recession is behind us, time to take the equity risk: JPMorgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss the bull market rally, earnings season, and what's next for the Fed and economy.

Persons: JPMorgan's Gabriela Santos Gabriela Santos, what's Organizations: JPMorgan Asset Management, Fed

☆ There's not a lot of upside catalyst in markets right now, says JPMorgan’s Meera Pandit
▼ + stars: | 2023-08-15 | 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 EmailThere's not a lot of upside catalyst in markets right now, says JPMorgan’s Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, why she believes equities are likely to keep 'jogging in place' for the near term, rest of year outlook, and more.

Persons: JPMorgan’s Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management

☆ The market needs earnings to edge higher: BNY Mellon's Alicia Levine
▼ + stars: | 2023-08-14 | 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 needs earnings to edge higher: BNY Mellon's Alicia LevineAlicia Levine, BNY Mellon head of investment strategy, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the semiconductor sector and if its surge can save the weakening tech market.

Persons: Alicia Levine Alicia Levine, BNY Mellon, Jordan Jackson Organizations: JPMorgan

☆ Watch CNBC's full interview with BNY Mellon's Alicia Levine and JPMorgan's Jordan Jackson
▼ + stars: | 2023-08-14 | 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 BNY Mellon's Alicia Levine and JPMorgan's Jordan JacksonAlicia Levine, BNY Mellon head of investment strategy, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the semiconductor sector and if its surge can save the weakening tech market.

Persons: BNY Mellon's Alicia Levine, JPMorgan's Jordan Jackson Alicia Levine, BNY Mellon, Jordan Jackson Organizations: JPMorgan

☆ Today's CPI data confirms the disinflation trend, says Goldman Sachs' Gurpreet Gill
▼ + stars: | 2023-08-10 | 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 EmailToday's CPI data confirms the disinflation trend, says Goldman Sachs' Gurpreet GillGurpreet Gill, Goldman Sachs Asset Management global fixed income strategist, joins 'Halftime Report' to discuss fundamental changes reflected in the CPI print, the Fed's rate policy for the remainder of the year and why the yield curve could steepen further.

Persons: Goldman Sachs, Gurpreet Gill Gurpreet Gill, Goldman Organizations: Asset Management

☆ JPMorgan's Gabriela Santos says the odds of a soft landing have risen
▼ + stars: | 2023-08-07 | 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 EmailJPMorgan's Gabriela Santos says the odds of a soft landing have risenGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Closing Bell' to discuss her expectations for the upcoming CPI report.

Persons: JPMorgan's Gabriela Santos, Gabriela Santos Organizations: JPMorgan Asset Management

☆ Stocks vs. bonds: The best place to invest
▼ + stars: | 2023-08-07 | 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 EmailStocks vs. bonds: The best place to investBrian Weinstein, Morgan Stanley Investment Management global head of global fixed income, Bill Stones, Glenview Trusts co-CIO, join 'The Exchange' to discuss stocks vs. bonds, what is driving the surge in treasury bill rates, defensive plays in equities, and Berkshire's shares hitting all-time highs following earnings.

Persons: Brian Weinstein, Morgan, Bill Stones Organizations: Morgan Stanley Investment Management, Glenview Trusts

☆ There's a ceiling on how far markets have to go, says JPMorgan's Meera Pandit
▼ + stars: | 2023-07-31 | 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 EmailThere's a ceiling on how far markets have to go, says JPMorgan's Meera PanditMeera Pandit, J.P. Morgan Asset Management global market strategist, joins 'Closing Bell' to discuss how Pandit feels about equity markets, earnings multiples, and the best bet for investors.

Persons: JPMorgan's Meera Pandit Meera Pandit, J.P, Pandit Organizations: Morgan Asset Management

☆ The odds of a soft landing have gone up, says JPMorgan’s Gabriela Santos
▼ + stars: | 2023-07-18 | 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 EmailThe odds of a soft landing have gone up, says JPMorgan’s Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, Fed's inflation fight, and more.

Persons: JPMorgan’s Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ We're in a setup where we could be disappointed by earnings, says JPMorgan’s Gabriela Santos
▼ + stars: | 2023-07-07 | 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 EmailWe're in a setup where we could be disappointed by earnings, says JPMorgan’s Gabriela SantosGabriela Santos, JPMorgan Asset Management global marker strategist, joins 'Squawk Box' to preview the June jobs report, the Fed's inflation fight, latest market trends, and more.

Persons: JPMorgan’s Gabriela Santos Gabriela Santos Organizations: JPMorgan Asset Management

☆ We are seeing attractive valuations in mid-cap stocks, says JPMorgan’s Elyse Ausenbaugh
▼ + stars: | 2023-07-06 | 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 EmailWe are seeing attractive valuations in mid-cap stocks, says JPMorgan’s Elyse AusenbaughElyse Ausenbaugh, JPMorgan Global Wealth Management global investment strategist, joins 'Squawk Box' to discuss the latest market trends, why she believes the bear market is over, and more.

Persons: JPMorgan’s, Ausenbaugh Organizations: JPMorgan Global Wealth Management

☆ Investors should be primed for a pullback in second half of 2023, says JPMorgan's Meera Pandit
▼ + stars: | 2023-06-29 | 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 EmailInvestors should be primed for a pullback in second half of 2023, says JPMorgan's Meera PanditMeera Pandit, JPMorgan Asset Management global market strategist, joins 'Squawk Box' to discuss the latest market trends, the Fed' rate hike campaign, upcoming earnings season, and more.

Persons: JPMorgan's Meera Pandit Meera Pandit Organizations: JPMorgan Asset Management

☆ The yield curve is sending a strong recessionary signal, says Wolfe's Chris Senyek
▼ + stars: | 2023-06-26 | 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 EmailThe yield curve is sending a strong recessionary signal, says Wolfe's Chris SenyekBrian Weinstein, Morgan Stanley Investment Management global head of global fixed income, and Chris Senyek, Wolfe Research chief investment strategist, joins 'The Exchange' to discuss the consumer trade trends in the back half of 2024, consumer discretionary spending towards travel, and ten year yields moving higher off of inflation.

Persons: Chris Senyek Brian Weinstein, Morgan, Chris Senyek, Wolfe Organizations: Morgan Stanley Investment Management, Wolfe Research

☆ Yield curve sending a strong recessionary signal, says Wolfe's Chris Senyek
▼ + stars: | 2023-06-26 | 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 EmailYield curve sending a strong recessionary signal, says Wolfe's Chris SenyekBrian Weinstein, Morgan Stanley Investment Management global head of global fixed income, and Chris Senyek, Wolfe Research chief investment strategist, joins 'The Exchange' to discuss the consumer trade trends in the back half of 2024, consumer discretionary spending towards travel, and ten year yields moving higher off of inflation.

Persons: Chris Senyek Brian Weinstein, Morgan, Chris Senyek, Wolfe Organizations: Morgan Stanley Investment Management, Wolfe Research

☆ UBS just reshuffled its leadership ranks after buying Credit Suisse. See the new power players in charge of the $1.7 trillion Swiss banking behemoth.
▼ + stars: | 2023-06-12 | by ( Michelle Abrego | Kaja Whitehouse | ) www.businessinsider.com time to read: +11 min

The merger between Credit Suisse and UBS creates a new Swiss banking behemoth with $1.7 trillion in assets. Investment bank leadersThe president of UBS's investment bank, Robert Karofsky, circulated a memo on Monday announcing his new leadership team. Ebert, co-head of markets at Credit Suisse, was also named head of Credit Suisse for the Investment Bank, reporting to Karofsky. UBS global wealth management president Iqbal Khan revealed the appointments to its critical wealth business in an internal memo titled "Becoming a global wealth powerhouse." Members of the current Credit Suisse wealth management leadership team will report to both Yves-Alain and to their respective UBS global wealth management regional leader.

Persons: Yves, Alain Sommerhalder, Michael Ebert, Robert Karofsky, Ebert, Karofsky, Marco Valla, Valla, Javier Oficialdegui, Mike, I've, George Athanasopoulos, Jason Barron, Ros L'Esperance, Dan Dowd, Taichi Takahashi, Chris Leone, Julie Beavan, Tricia Hazelwood, Jeff Hinton, Kurt Anthony, Laurence Braham, Richard Hardegree, Richard Casavechia, Ozzie Ramos, Jason Williams, Neil Meyer, Ken Tittle, Iqbal Khan, Francesco De Ferrari, Khan, Reuters Yves, Alain, Wiwi Gutmannsbauer, Benjamin Cavalli, Cavalli, Kinner, Amy Lo, Jin Yee Young, Young, Hatecke, UBS's Anton Simonet, Christl, Jason Chandler, Sergio Ermotti, Ralph Hamers, Ermotti, MICHELE LIMINA, Todd Tuckner, Sarah Youngwood, Michelle Bereaux, Stefan Seiler, Christian Bluhm, Damian Vogel, Ulrich Körner Organizations: UBS, Credit Suisse, Suisse, Credit, Wall Street, Investment, Investment Bank, Barclays, Global Banking, Investment Bank Management, Global Markets, Global Research, IB, Resource Management, Staff, MUFG Securities, Reuters, Yves, Deutsche, Switzerland, Swiss Re, Getty Locations: Switzerland's, Swiss, Americas, Asia, Singapore, Switzerland, Europe, Middle East, Africa, America, AFP

☆ A new book by a Pulitzer Prize winner unsuccessfully tries to take down the private equity industry and fixates on Leon Black. Here's what it gets wrong.
▼ + stars: | 2023-04-24 | by ( Jonathan A. Knee | ) www.businessinsider.com time to read: +7 min

The economic and political influence of the private equity sector has exploded in the last 20 years. It's true that few topics have attracted greater attention from not only crusading journalists but serious academics than the impact of private equity ownership. This supports their belief that private equity firms "carry very little risk if the company fails." This view of a "typical" private equity deal is simply untrue: Even back in 2005, the average loan-to-value percentage for new private equity deals was 68% — firms already contributed over 30% in equity to the deals not under 10% as claimed. 'Smart buyer, dumb seller'One of the important developments in private equity of the last decades has been the emergence of major private funds focused on technology investing.

☆ Tech's concentration risk and valuations are worrisome: J.P. Morgan's Pandit
▼ + stars: | 2023-04-10 | 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 EmailTech's concentration risk and valuations are worrisome: J.P. Morgan's PanditMeera Pandit, J.P. Morgan Asset Management global market strategist, joins 'Closing Bell' to discuss Pandit's thoughts on the tech sector, if she's looking to stay defensive and more.

☆ Jobs report should show increased growth and lower unemployment, says Citi economist Veronica Clark
▼ + stars: | 2023-04-06 | 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 EmailJobs report should show increased growth and lower unemployment, says Citi economist Veronica ClarkGabriela Santos, J.P. Morgan Asset Management global market strategist, and Veronica Clark, Citi economist, join 'Squawk Box' to discuss the economic metrics Clark is monitoring, how to measure the impact from recent economic woes and more.

☆ The banking crisis has heightened the potential slowdown in credit growth: JPMorgan's Meera Pandit
▼ + stars: | 2023-03-28 | 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 EmailThe banking crisis has heightened the potential slowdown in credit growth: JPMorgan's Meera PanditSylvia Jablonski, CEO and chief investment officer of Defiance ETFs, and Meera Pandit, JPMorgan Asset Management global market strategist, join 'Squawk Box' to discuss their thoughts on the rate hike trajectory, tightened lending standards, and more.

☆ 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.

☆ Watch CNBC's full interview with J.P. Morgan's Gabriela Santos
▼ + 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 J.P. Morgan's Gabriela SantosGabriela Santos, JPMorgan Asset Management global market strategist, joins CNBC's 'Squawk Box' to discuss her positioning breakdown, why the 60/40 portfolio is back, and more.

☆ JPMorgan's Gabriela Santos: This is the most optimistic we've been about bonds since 2010
▼ + 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 EmailJPMorgan's Gabriela Santos: This is the most optimistic we've been about bonds since 2010Gabriela Santos, JPMorgan Asset Management global market strategist, joins CNBC's 'Squawk Box' to discuss her positioning breakdown, why the 60/40 portfolio is back, and more.

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