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☆ Morgan Stanley's Jitania Kandhari on China's consumer weakness
  + stars: | 2024-07-26 | 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 EmailMorgan Stanley's Jitania Kandhari on China's consumer weaknessJitania Kandhari, Morgan Stanley Investment Management solutions and multi-asset group deputy CIO and portfolio manager, joins CNBC's 'The Exchange' to discuss weakness in China's consumer demand, impact to brands, and whether the weakness might present a buying opportunity.
Persons: Morgan Stanley's, Kandhari, Morgan Organizations: Morgan Stanley Investment Management
☆ Fed needs to calibrate lower rate in response to slowing growth, says Morgan Stanley's Brian Weinstein
  + stars: | 2024-07-25 | 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 EmailFed needs to calibrate lower rate in response to slowing growth, says Morgan Stanley's Brian WeinsteinRichard Bernstein, CEO and chief investment officer at Richard Bernstein Advisors; Brian Weinstein, head of global markets at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for Fed rate cuts, market outlooks, and more.
Persons: Morgan, Brian Weinstein Richard Bernstein, Richard Bernstein, Brian Weinstein, Steve Liesman Organizations: Fed, Richard, Richard Bernstein Advisors, Morgan Stanley Investment Management
☆ Watch CNBC's full interview with Brian Weinstein, Richard Bernstein, & Steve Liesman
  + stars: | 2024-07-25 | 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 EmailWatch CNBC's full interview with Brian Weinstein, Richard Bernstein, & Steve LiesmanRichard Bernstein, CEO and chief investment officer at Richard Bernstein Advisors; Brian Weinstein, head of global markets at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for Fed rate cuts, market outlooks, and more.
Persons: Brian Weinstein, Richard Bernstein, Steve Liesman Richard Bernstein, Steve Liesman Organizations: Richard, Richard Bernstein Advisors, Morgan Stanley Investment Management
☆ Softer labor market gives Fed incentive to cut rates 'sooner than later,' says UBS' Brian Rose
  + stars: | 2024-07-11 | 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 EmailSofter labor market gives Fed incentive to cut rates 'sooner than later,' says UBS' Brian RoseMichael Kushma, Morgan Stanley Investment Management senior fixed income portfolio manager; Barry Knapp, Ironsides Macroeconomics managing partner; and Brian Rose, UBS senior economist, join CNBC's 'The Exchange' to discuss outlooks on the economy, expectation for rate cuts, and how to position.
Persons: Brian Rose Michael Kushma, Morgan, Barry Knapp, Brian Rose, CNBC's Organizations: UBS, Morgan Stanley Investment Management, Ironsides
☆ Muni returns driven by 'classic supply and demand technicals,' says Morgan Stanley's Craig Brandon
  + stars: | 2024-07-08 | 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 EmailMuni returns driven by 'classic supply and demand technicals,' says Morgan Stanley's Craig BrandonCraig Brandon, co-head of municipals at Morgan Stanley Investment Management, joins CNBC's 'The Exchange' to discuss why high-yield muni bonds are outperforming corporate bonds, any impacts from the MTA's congestion pricing news, and more.
Persons: Morgan Stanley's Craig Brandon Craig Brandon Organizations: Email Muni, Morgan Stanley Investment Management
☆ Here’s where money managers are seeking income at mid-year as rates stay high
  + stars: | 2024-07-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
The prospect of "higher for longer" rates has also made short-term fixed income assets especially attractive. "We had a lot of investors who were in, if not cash, then sub-2-year duration fixed income at the start of the year." Takeaways for investors It doesn't hurt for retail investors to review their fixed income allocation now that the year is halfway over. A combination of fixed income assets may be what it takes to benefit from today's higher rates, lock in yields and capture rising prices once the Fed cuts. "We don't buy that there's one fixed income asset class that you should tilt toward," said Calcagni.
Persons: –, Don Calcagni, it's, Shannon Saccocia, Neuberger Berman, Michael Rosen, Rosen, Janus Henderson, Vishal Khanduja, Eaton Vance, Khanduja, Callie Cox Organizations: Federal Reserve, FedWatch, Investment Company Institute, Money, Mercer Advisors, Investors, Municipal, Angeles Investment Advisors, AAA CLOs, Janus Henderson AAA CLO, SEC, Morgan Stanley Investment Management, Bond, Ritholtz Wealth Management, Stay Locations: Santa Monica, Calif
☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Wolfe Research's Stephanie Roth
  + stars: | 2024-07-05 | 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 Andrew Slimmon and Wolfe Research's Stephanie RothAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.
Persons: Morgan Stanley's Andrew Slimmon, Wolfe Research's Stephanie Roth Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research
☆ Market shows economy 'slowing, not breaking,' says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-07-05 | 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 shows economy 'slowing, not breaking,' says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research
☆ Watch CNBC's full interview with Nationwide Mutual's Kathy Bostjancic and Morgan Stanley's Jim Caron
  + stars: | 2024-07-01 | 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 EmailWatch CNBC's full interview with Nationwide Mutual's Kathy Bostjancic and Morgan Stanley's Jim CaronKathy Bostjancic, chief economist at Nationwide Mutual; Jim Caron, chief investment officer at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss June manufacturing data, the implication for Fed rate cuts, and how to position.
Persons: Kathy Bostjancic, Morgan Stanley's Jim Caron Kathy Bostjancic, Jim Caron, Steve Liesman Organizations: Nationwide, Nationwide Mutual, Morgan Stanley Investment Management
☆ Weak manufacturing data paves the way for September rate cut, says Nationwide's Kathy Bostjancic
  + stars: | 2024-07-01 | 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 EmailWeak manufacturing data paves the way for September rate cut, says Nationwide's Kathy BostjancicKathy Bostjancic, chief economist at Nationwide Mutual; Jim Caron, chief investment officer at Morgan Stanley Investment Management; and CNBC's Steve Liesman join 'The Exchange' to discuss June manufacturing data, the implication for Fed rate cuts, and how to position.
Persons: Kathy Bostjancic Kathy Bostjancic, Jim Caron, Steve Liesman Organizations: Nationwide Mutual, Morgan Stanley Investment Management
☆ 'Excellent buying opportunities': Morgan Stanley's Slimmon names 3 stocks he likes right now
  + stars: | 2024-06-24 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +3 min
Equity markets have been rallying in the past week, with the S & P 500 benchmark briefly hitting a high of 5,500 last week before losing traction. That movement has raised concerns on whether valuations are stretched, but Morgan Stanley's Andrew Slimmon has maintained his bullish stance on the stock market. "But what's important to remember is that the S & P 500 has rallied 7 of the last 8 months and is up 40% from the October lows. One merit of large-cap stocks is that they "have better earnings revisions than the small-caps," since they buy back their stocks more aggressively, he explained. Three stocks Slimmon likes right now include investment bank JPMorgan Chase , insurance company Progressive Corp and Irish building materials company CRH .
Persons: Morgan Stanley's Andrew Slimmon, I'm, CNBC's, Slimmon Organizations: Morgan Stanley Investment Management, CNBC, U.S . Federal Reserve, JPMorgan Chase, Progressive Corp
☆ Stock market heads into the week ahead at a record, but with some uneasiness underneath the surface
  + stars: | 2024-06-08 | by ( Michael Santoli | ) www.cnbc.com   time to read: +8 min
The S & P 500 made a new record high, its 25 th of the year. And on the surface, there is a stolid calm that suggests a system in comfortable equilibrium, the market achieving a kind of homeostasis. Four of the past five days last week, the S & P 500 moved less than 0.2%. The S & P 500 is up almost 2% since its closing peak at the end of the first quarter, perhaps the moment of maximum belief in a seamless soft economic landing. Three stocks together now account for fully 20% of the S & P 500 market value, mocking the notion of diversification and dashing most active investors' hopes of beating the bogey.
Persons: Keith Gill, Michael Mauboussin, Scott Chronert Organizations: Nvidia, GameStop, Apple, Microsoft, Federal Reserve, Investment, Morgan Stanley Investment Management, Fed, Citi, CPI Locations: rebalancing, U.S
☆ These robust companies may be primed to start offering a dividend, Wolfe says
  + stars: | 2024-05-28 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +3 min
Shares are up 13% in 2025, and the company has an estimated 2024 free cash flow to firm yield of 3%, according to Wolfe's analysis. Analysts also generally like the stock, with 11 out of the 14 analysts covering the name rating it a buy or strong buy, according to LSEG. Wolfe also called out O'Reilly Automotive as a potential dividend initiator, highlighting the company's estimated free cash flow to firm of 3% in 2024. Shares are up a mere 1.5% in 2024, but the name remains liked by the Street, rated a buy or strong buy by 64% of the analysts covering it, per LSEG. Estimated free cash flow to firm yield comes in at 7% for 2024, per Wolfe's analysis.
Persons: Wolfe, Alphabet's, Charlie Gaffney, Eaton Vance, we're, there's, Chris Senyek, Skechers, O'Reilly, TD Cowen, Max Rakhlenko, Morgan Stanley Organizations: Wolfe Research, Morgan Stanley Investment Management, CNBC, Equity Income Fund, UBS, O'Reilly Automotive, PayPal, Mattel
☆ Morgan Stanley's Slimmon names tech stocks to buy at a 'reasonable price'
  + stars: | 2024-05-22 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Morgan Stanley Investment Management's Andrew Slimmon has been consistently bullish on stocks — even during periods of volatility. Given the "sky high" inflation numbers in 2022 and 2023, Slimmon said, it's "only natural" that inflation would be on a downward trajectory as the year-on-year comparisons were "relatively easy." Last week, the April consumer price index report in the U.S. showed that inflation eased slightly for the month. "The problem is, as we get into May number, June numbers, July numbers of last year, those CPI numbers really came down quite a bit," Slimmon told CNBC's " Street Signs Asia. " "When you think about Netflix, Amazon, you're talking about two [companies] that give a lot of value to their customers for a relatively reasonable price," Slimmon said.
Persons: Morgan Stanley, Andrew Slimmon, it's, Slimmon, CNBC's, —, Jeff Cox Organizations: Morgan Stanley Investment, CNBC, U.S . Federal Reserve, Treasury, Federal Reserve, Netflix, United Rentals, Waste Management Locations: U.S
☆ Where to find hidden value picks in healthcare
  + stars: | 2024-05-13 | 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 EmailWhere to find hidden value picks in healthcareAaron Dunn, co-head of value equity at Morgan Stanley Investment Management, joins CNBC's 'The Exchange' to discuss opportunities in healthcare, why he thinks the sector is undervalued, and more.
Persons: Aaron Dunn Organizations: Morgan Stanley Investment Management
☆ Forget merely chasing Big Tech returns. New dividend payers may make the case for buying and holding
  + stars: | 2024-04-30 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Alphabet also announced $70 billion in share buybacks and its first-ever dividend of 20 cents a share , payable in June. Looking for the next dividend payer When scanning the universe for dividend payers, Gaffney has three buckets. "They sustain a level of dividend income back to investors over numerous cycles," he said. This includes names that have strong growth prospects, high margins and high returns on capital. "What that means is they generate free cash flow, and that can drive a strong dividend growth rate for that business," Gaffney said.
Persons: Salesforce, Charlie Gaffney, Eaton Vance, we're, Gaffney Organizations: Facebook, Meta, Morgan Stanley Investment Management, Big Tech, Machines, Qualcomm, Broadcom
☆ Shopify embraced a 'new shape' after a post-pandemic slump and has charted an 18-month comeback
  + stars: | 2024-04-29 | by ( Madeline Stone | ) www.businessinsider.com   time to read: +8 min
Read previewIn October 2022, Shopify's once high-flying stock hit its lowest price since before the Covid pandemic. AdvertisementNow, after two rounds of layoffs and a divestment of its fulfillment and logistics business, the picture looks a bit different for Shopify. Shedding a "money-losing logistics business"Dropping logistics and fulfillment is a major part of Shopify's stock comeback story. In May 2023, Shopify announced it would be selling the logistics business entirely to Flexport. In May 2023, Shopify cut another 20% of its workforce as it sold its logistics business to Flexport.
Persons: —, Shopify's, Shopify, Oppenheimer, Ken Wong, Wong, D.A, Davidson, Gil Luria, Tobi Lütke, Lütke, Luria, Morgan Stanley, Jeff Hoffmeister, Bhavin Shah, GMV, We've, Shah Organizations: Service, Business, Systems, Investors, SEC, Deutsche Bank Locations: Salesforce, mstone@businessinsider.com
☆ The geopolitical drawdown is creating global investing opportunity, says Morgan Stanley's Kandhari
  + stars: | 2024-04-19 | 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 geopolitical drawdown is creating global investing opportunity, says Morgan Stanley's KandhariJitania Kandhari, Morgan Stanley Investment Management's deputy CIO for solutions and multi-asset group, joins 'Power Lunch' to discuss opportunities in emerging markets as India heads into a big election.
Persons: Morgan Stanley's, Kandhari, Morgan Stanley Organizations: Morgan Stanley Investment Locations: India
☆ Fed rates aren't the only reason for weak currencies in emerging markets: Morgan Stanley
  + stars: | 2024-04-19 | 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 EmailFed rates aren't the only reason for weak currencies in emerging markets: Morgan StanleyJitania Kandhari, Morgan Stanley Investment Management's deputy CIO for solutions and multi-asset group, discusses the other factors behind it.
Persons: Morgan Stanley Jitania Kandhari, Morgan Stanley Organizations: Morgan Stanley Investment
☆ 'Reality is sinking in': Why this selloff is the start of a correction — and 3 moves to protect against losses, according to a market-calling CIO at $1.5 trillion Morgan Stanley Investment Management
  + stars: | 2024-04-17 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Read previewUS stocks may have already peaked, warns a Morgan Stanley investment chief with a penchant for making successful market predictions. Jim Caron, who oversees Morgan Stanley Investment Management's portfolio solutions group, may want to consider buying a lottery ticket. And considering how much could go wrong in markets, stocks may take a while before rebounding to record highs. Quality stocks in those less-loved sectors should stand out once markets bottom, he said. "The best cure for high yields is high yields because as yields go higher, it becomes like a high-quality hedge to a downturn in the market," Caron said.
Persons: —, Morgan Stanley, Jim Caron, Caron, shouldn't, Morgan Stanley's, We're, they'll, We've Organizations: Service, Morgan Stanley Investment, Business, Federal Reserve
☆ Market set-up going into earnings 'could not be better,' says Morgan Stanley's Andrew Slimmon
  + stars: | 2024-04-11 | 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 set-up going into earnings 'could not be better,' says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, and Subadra Rajappa, Societe Generale head of U.S. rates strategy, join CNBC's 'The Exchange' to breakdown earnings outlooks, potential for Fed rate cuts, and more.
Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon, Subadra, CNBC's Organizations: Morgan Stanley Investment Management, Societe Generale
☆ 'Biggest mistake' bond investors may make ahead of Fed rate cuts
  + stars: | 2024-04-04 | by ( Anna Gleason | ) www.cnbc.com   time to read: +1 min
"Your biggest mistake could be rushing back into equities before you're considering all these opportunities in fixed income," BondBloxx co-founder and COO Joanna Gallegos told CNBC's "ETF Edge" this week. To manage interest rate volatility effectively, Gallegos suggests investors look to exchange-traded funds focused on intermediate term bonds. Morgan Stanley Investment Management's Tony Rochte recommends a similar medium-term strategy with vehicles like the Eaton Vance Total Return Bond ETF (EVTR) under his firm's management. Rochte also pointed to municipal bond funds, like the Eaton Vance Short Duration Municipal Income ETF (EVSM), for income-generating opportunities. "We also converted a municipal bond mutual fund last Monday here at the NYSE to an ETF, symbol EVSM, and that's a municipal.
Persons: BondBloxx, Joanna Gallegos, CNBC's, Gallegos, Morgan Stanley, Tony Rochte, Eaton Vance, Rochte Organizations: Treasury, Morgan Stanley Investment, Eaton, Bond, NYSE
☆ AI is power-intensive. Top Morgan Stanley portfolio manager says that's an opportunity for one stock
  + stars: | 2024-04-01 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
AI is very power-intensive — and its power needs are only set to rise in the coming years. Morgan Stanley Investment Management's Aaron Dunn says the "next big bottleneck" for the hyperscalers — which are doing a lot of the cloud computing for AI applications — is either power or fiber. And that's why Dunn is "pretty bullish" on utilities, naming one stock to play it: CMS Energy . "And so these utilities … have a very favorable opportunity to draw solid earnings growth and good returns for them," Dunn concluded. Their power consumption is set to grow at a compound annual growth rate of 11% through 2030, the bank said.
Persons: Morgan Stanley, Morgan Stanley Investment Management's Aaron Dunn, CNBC's, Dunn, Eaton Vance, BofA, — CNBC's Pia Singh Organizations: Morgan, Morgan Stanley Investment, Morgan Stanley U.S . Value, CMS Energy, CNBC, Emerson, Nvidia Locations: United States
☆ These stocks could rally in 'second phase' of bull market, Morgan Stanley Investment Management says
  + stars: | 2024-03-30 | by ( Pia Singh | ) www.cnbc.com   time to read: +3 min
There's a rotation happening in the market that investors can take advantage of by investing in cyclical stocks, according to Morgan Stanley Investment Management's Andrew Slimmon. He recommended investors to have a more cyclical bias to their portfolio, pointing out that the best-performing sectors in the last month are energy, materials and industrials. He also thinks there's still room to run in semiconductor stocks — even if the overbought group sees a near-term pullback. " Slimmon named Applied Materials , Ameriprise Financial and Valero Energy as some of the stocks he likes right now. Regarding energy, Slimmon said the space could continue to show strength if the economy begins to weaken.
Persons: Morgan Stanley, Andrew Slimmon, Stocks, Slimmon, there's, Slimmon's, that's Organizations: Morgan, Morgan Stanley Investment, Dow Jones Industrial, Nasdaq, Ameriprise Financial, Valero Energy, Infrastructure Investment, Jobs, United Rentals, Applied Materials, Ameriprise, U.S Locations: U.S, financials, That's
☆ These 5 stock investments are set to outperform now that recession mongers have been proven wrong, according to a senior portfolio manager at Morgan Stanley
  + stars: | 2024-03-29 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +4 min
Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, says we're still in the early stages of an economic recovery from 2022's earnings recession and the bear market that followed. Slimmon oversees the US and global long-equity strategies, portfolios that aren't biased toward any one area such as growth or value stocks. And in this environment, value stocks are expected to outperform dramatically, he said. Below is a Morgan Stanley equities chart demonstrating where value stocks trade relative to their fair value. They haven't fully sold off and remain expensive relative to the market, he noted.
Persons: Andrew Slimmon, we're, Slimmon, Morgan, it's Organizations: Morgan Stanley Investment Management, Business, US, Morgan Stanley, Morgan Stanley Investment
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