DIRS.INFO The most relevant business & tech news

☆ Focus on dividend stocks in a high interest rate environment
▼ + stars: | 2023-07-19 | 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 EmailInvestors should focus on dividend stocks in a high interest rate environmentBurns McKinney of NFJ Investment Group explains why he thinks dividend stocks are "attractive" to investors looking to combat high inflation.

Persons: Burns McKinney Organizations: NFJ Investment

☆ Mega cap's resilient profit margins helped stocks recoup 2022 losses, says NFJ's John Mowrey
▼ + stars: | 2023-07-05 | 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 EmailMega cap's resilient profit margins helped stocks recoup 2022 losses, says NFJ's John MowreyVictoria Fernandez, Crossmark Global Investments chief market strategist, John Mowrey, NFJ Investment Group CIO, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss the best risk to reward equation in the markets, the investors' current positioning, and more.

Persons: NFJ's John Mowrey Victoria Fernandez, John Mowrey, Adam Parker Organizations: Crossmark Global Investments, NFJ Investment, Research

☆ Watch CNBC's full interview with John Mowrey, Adam Parker and Victoria Fernandez
▼ + stars: | 2023-07-05 | 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 John Mowrey, Adam Parker and Victoria FernandezVictoria Fernandez, Crossmark Global Investments chief market strategist, John Mowrey, NFJ Investment Group CIO, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss the best risk to reward equation in the markets, the investors' current positioning, and more.

Persons: John Mowrey, Adam Parker, Victoria Fernandez Victoria Fernandez Organizations: Crossmark Global Investments, NFJ Investment, Research

It helped that Treasury yields fell in response to cooling inflation, said Burns McKinney, portfolio manager at NFJ Investment Group in Dallas, Texas. The Fed might have a better-than-we-thought shot of threading the needle and cooling inflation without killing the economy in the process," said McKinney. The Nasdaq 100 index (.NDX) of top technology stocks boasted its biggest first half gain on record, adding around 39%. For the week, the S&P 500 added 2.35% while the Nasdaq added 2.20% and the Dow climbed 2.02%. For the quarter, the S&P 500 added 8.3% while the Nasdaq climbed 12.8% and the Dow rose 3.4%.

Persons: Burns McKinney, McKinney, Brendan McDermid, Dow, Russell, Hawkish, Jerome Powell, Jefferies, Sinéad Carew, Sruthi Shankar, Johann M Cherian, Shashwat Chauhan, Shinjini Ganguli, David Gregorio Our Organizations: Apple, Nasdaq, Dow, Apple Inc, Investors, Federal Reserve, Commerce Department, April's, NFJ Investment, Dow Jones, Reuters Graphics Traders, New York Stock Exchange, REUTERS, Microsoft, Nvidia, Nike Inc, Carnival Corp, Thomson Locations: Dallas , Texas, New York City, U.S, New York, Bengaluru

Investors perked up on signs of cooling U.S. inflation from measures that are closely watched by the Federal Reserve. Excluding volatile food and energy, the core PCE index gained 0.3%, down from 0.4% in the previous month. It helped that Treasury yields fell in response to cooling inflation, said Burns McKinney, portfolio manager at NFJ Investment Group in Dallas, Texas. The Fed might have a better-than-we-thought shot of threading the needle and cooling inflation without killing the economy in the process," said McKinney. The CBOE Market Volatility Index (.VIX), Wall Street's fear gauge, earlier slipped to a one-week low at 12.96 points.

Persons: Apple, Burns McKinney, McKinney, Russell, Hawkish, Jerome Powell, Jefferies, Sinéad Carew, Sruthi Shankar, Johann M Cherian, Shashwat Chauhan, Shinjini Ganguli, David Gregorio Our Organizations: Nasdaq, Apple Inc, Investors, Federal Reserve, Commerce Department, April's, NFJ Investment, Dow Jones, Reuters, Microsoft, Nvidia, Nike Inc, Carnival Corp, Thomson Locations: Dallas , Texas, U.S, New York, Bengaluru

The dollar made little progress as investors opted for riskier assets, with the Fed widely expected on Wednesday not to hike rates for the first time since January 2022. "Investors have been looking forward to a Fed pause in the rate hiking cycle since they started over a year ago. The technology-heavy Nasdaq Composite (.IXIC) added 202.78 points, or 1.53%, to 13,461.92 in its biggest one-day percentage gain since May 26. Traders are pricing in a roughly 75% chance of the Fed keeping rates steady, and a 25% chance of a 25-basis-point rate hike, according to the CME FedWatch tool. Given said a Fed hike "would likely be very dollar-positive as it would go against current market expectations."

Persons: Brendan McDermid, Price, Burns McKinney, McKinney, Sterling, Helen, Brent, Sinéad Carew, Gertrude Chavez, Dreyfuss, Elizabeth Howcroft, Andrew Heavens, Nick Zieminski, Lisa Shumaker Organizations: New York Stock Exchange, REUTERS, U.S, CPI, PPI Fed, Treasury, U.S . Federal Reserve, Brent, Consumer, Index, PPI, NFJ Investment, Dow Jones, Nasdaq, Traders, Reserve Bank of Australia, Bank of Canada, European Central Bank, Bank of Japan, Monex USA, Thomson Locations: New York City, U.S, Dallas, Washington

☆ Watch CNBC’s full interview with Payne Capital’s Courtney Garcia and NFJ Investment’s John Mowrey
▼ + stars: | 2023-06-07 | 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 EmailWatch CNBC’s full interview with Payne Capital’s Courtney Garcia and NFJ Investment’s John MowreyPayne Capital’s Courtney Garcia and NFJ Investment’s John Mowrey join 'Closing Bell' to discuss recession pricing in the market and where investors can find opportunities.

Persons: Payne Capital’s Courtney Garcia, NFJ, John Mowrey Payne Capital’s Courtney Garcia, John Mowrey

☆ NFJ Investment’s John Mowrey says stay away from large growth and tech
▼ + stars: | 2023-06-07 | 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 EmailNFJ Investment’s John Mowrey says stay away from large growth and techPayne Capital’s Courtney Garcia and NFJ Investment’s John Mowrey, join 'Closing Bell' to discuss recession pricing in the market and where investors can find opportunities.

Persons: John Mowrey, Payne Capital’s Courtney Garcia, NFJ

☆ Watch CNBC’s full interview with Payne Capital's Courtney Garcia and NFJ Investments’ John Mowrey
▼ + stars: | 2023-05-09 | 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 EmailWatch CNBC’s full interview with Payne Capital's Courtney Garcia and NFJ Investments’ John MowreyCourtney Garcia, Payne Capital Management and NFJ Investments’ John Mowrey, join 'Closing Bell' to discuss the looming CPI report, Fed next moves and the markets getting over recession fears.

☆ Watch CNBC's full interview with SoFi's Liz Young and NFJ's John Mowrey
▼ + stars: | 2023-04-11 | 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 EmailWatch CNBC's full interview with SoFi's Liz Young and NFJ's John MowreyLiz Young, SoFi head of investment strategy, and John Mowrey, NFJ Investment Group CIO, join 'Closing Bell' to discuss Young's investing take on the markets, why now may be the time to take risks and more.

☆ Application software, life science and REITs have gotten more attractive: says NFJ's Mowrey
▼ + stars: | 2023-04-11 | 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 EmailApplication software, life science and REITs have gotten more attractive: says NFJ's MowreyJohn Mowrey, NFJ Investment Group CIO, joins 'Closing Bell' to discuss Mowrey's thoughts on the markets, where the markets will go from here and if investors think things will get worse from here.

☆ There are downward earnings revisions coming: SoFi's Liz Young
▼ + stars: | 2023-04-11 | 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 EmailThere are downward earnings revisions coming: SoFi's Liz YoungLiz Young, SoFi head of investment strategy, and John Mowrey, NFJ Investment Group CIO, join 'Closing Bell' to discuss Young's investing take on the markets, why now may be the time to take risks and more.

☆ Now the Fed has to think, do we have a banking system crisis brewing, says NFJ Investment Group's Mowrey
▼ + stars: | 2023-03-10 | 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 EmailNow the Fed has to think, do we have a banking system crisis brewing, says NFJ Investment Group's MowreyNFJ Investment Group's John Mowrey joins 'Closing Bell' to discuss the strength of cyclicals, the failures behind Silicon Valley Bank's closure and opportunities in defensive stocks like consumer staples.

☆ Wall St Week Ahead: U.S. economic resilience could add luster to semiconductor shares
▼ + stars: | 2023-02-24 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +5 min

The Philadelphia SE Semiconductor index (.SOX) is up about 16% so far this year, dwarfing the 3% year-to-date gain for the S&P 500 (.SPX) and the Nasdaq Composite’s (.IXIC) 8.5% rise. With semiconductors a key component in countless products, some investors are betting economic strength could help the shares outperform. "If that’s the case, then I think semiconductors can do very well.”Of course, economic strength has been a double-edged sword for stocks lately. Semiconductor shares have pulled back recently along with broader markets on worries of a "no landing" economic scenario in which strong growth keeps inflation elevated and prompts the Fed to raise interest rates higher for longer. And if tighter Fed policy eventually brings on a recession in the second half of the year, as some fear, semis could suffer.

☆ Wall St Week Ahead U.S. economic resilience could add luster to semiconductor shares
▼ + stars: | 2023-02-24 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +5 min

☆ What CNBC's full interview with Trivariate Research’s Adam Parker, NFJ's John Mowrey and Requisite Capital's Bryn Talkington
▼ + stars: | 2023-02-21 | 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 EmailWhat CNBC's full interview with Trivariate Research’s Adam Parker, NFJ's John Mowrey and Requisite Capital's Bryn TalkingtonAdam Parker, CEO at Trivariate Research, Bryn Talkington, managing partner at Requisite Capital Management and John Mowrey, chief investment officer at NFJ Investment Group, join ‘Closing Bell’ to discuss the ongoing market volatility.

☆ Stock market sees that Fed rate hikes don't matter, says NFJ's John Mowrey
▼ + stars: | 2023-02-03 | 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 EmailStock market sees that Fed rate hikes don't matter, says NFJ's John MowreyJohn Mowrey, NFJ Group chief investment officer, joins 'Closing Bell: Overtime' to discuss market trends and how they compare to historical high inflationary years.

☆ Analysis: Wall Street heavyweights warn against ‘Goldilocks’ hopes
▼ + stars: | 2023-01-25 | by ( David Randall | ) www.reuters.com time to read: +5 min

The odds are “too high on Goldilocks; there’s still no easy way out,” analysts at BoFA Global Research wrote on Tuesday. Stocks tend to perform poorly in economic downturns, with the S&P 500 falling an average of 29% during recessions since World War Two, according to Truist Advisory Services. Those rebounds inevitably crumbled, leaving the S&P 500 with a 19.4% annual loss, its worst since 2008. The most recent rally has lifted the S&P 500 more than 11% from its October lows. Strategists polled by Reuters at the end of 2021 saw the S&P 500 gaining a median of 7.5% last year.

☆ Step into stocks when inflation begins to peak, says NFJ's John Mowrey
▼ + stars: | 2023-01-04 | 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 EmailStep into stocks when inflation begins to peak, says NFJ's John MowreyRitholtz's Josh Brown, Sand Hill’s Brenda Vingiello and NFJ’s John Mowrey, join 'Closing Bell: Overtime' to discuss the Fed's minutes and future rate hikes impact on the market. And when the Fed may pivot.

☆ Watch CNBC’s full interview with NewEdge's Cameron Dawson, NFJ’s John Mowrey and Requisite’s Bryn Talkington
▼ + stars: | 2022-12-16 | 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 NewEdge's Cameron Dawson, NFJ’s John Mowrey and Requisite’s Bryn TalkingtonNewEdge's Cameron Dawson, NFJ’s John Mowrey and Requisite’s Bryn Talkington join 'Closing Bell: Overtime' to discuss the Fed and the market outlook for earnings, market lows and inflation.

☆ Watch CNBC’s full post-market discussion with Requisite's Bryn Talkington, NFJ Investment Group's John Mowrey and JPMorgan's Jordan Jackson
▼ + stars: | 2022-11-18 | 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 post-market discussion with Requisite's Bryn Talkington, NFJ Investment Group's John Mowrey and JPMorgan's Jordan JacksonRequisite's Bryn Talkington, NFJ Investments’ John Mowrey and JPMorgan's Jordan Jackson join 'Closing Bell: Overtime' to discuss the Fed, market volatility and their market outlook.

☆ Wall St Week Ahead As U.S. markets churn, some stick with rare 2022 winner: energy shares
▼ + stars: | 2022-10-14 | by ( David Randall | ) www.reuters.com time to read: +4 min

The S&P 500 energy sector is already up around 48% this year and monetary policy tightening around the world has bolstered the chances of a global recession that could curtail energy demand. The S&P 500 energy sector trades at a trailing price-to-earnings ratio of 9.9, nearly half the 17.4 valuation of the broader index. The S&P 500 is down around 24% this year while bonds - as measured by the Vanguard Total Bond Market index fund - are down nearly 18%. Saira Malik, chief investment officer at Nuveen, believes that fund managers will remain lightly positioned in energy shares despite recent gains. She is also betting that China’s economy will rebound in coming months, supporting global oil prices"We still think energy has legs here," she said.

☆ Wall St Week Ahead: As U.S. markets churn, some stick with rare 2022 winner: energy shares
▼ + stars: | 2022-10-14 | by ( David Randall | ) www.reuters.com time to read: +4 min

The S&P 500 energy sector is already up around 46% this year and monetary policy tightening around the world has bolstered the chances of a global recession that could curtail energy demand. The S&P 500 energy sector trades at a trailing price-to-earnings ratio of 9.9, nearly half the 17.4 valuation of the broader index. Energy is the only sector in the S&P 500 expected by analysts at Credit Suisse to post positive revisions to their third quarter earnings. Saira Malik, chief investment officer at Nuveen, believes that fund managers will remain lightly positioned in energy shares despite recent gains. She is also betting that China’s economy will rebound in coming months, supporting global oil prices"We still think energy has legs here," she said.

☆ Watch CNBC’s full interview with SoFi 's Liz Young, Requisite’s Bryn Talkington and NFJ's John Mowrey
▼ + stars: | 2022-10-13 | 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 EmailWatch CNBC’s full interview with SoFi 's Liz Young, Requisite’s Bryn Talkington and NFJ's John MowreySoFi 's Liz Young, Requisite’s Bryn Talkington and NFJ Investment Group’s John Mowrey, join 'Closing Bell: Overtime' to discuss the stock surge on hot inflation data.

☆ Jeremy Grantham and 4 money managers share their top strategies for navigating a bear market in stocks
▼ + stars: | 2022-09-28 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

Below we've compiled views from 5 money managers on how to navigate bear market environments. When the going gets tough in financial markets, it can be difficult to know what to do with your money. To help navigate the current environment, we've compiled views from money managers on the best ways to approach investing in bear markets. Jeremy Grantham, founder of GMOJeremy Grantham is no stranger to bear markets — he called the 2000 and 2008 sell-offs, as well as the current one. Essele's top tip for navigating bear markets, however, is a more simple one: "Buy a lot of brown liquor."

Search resuls for: "NFJ"

25 mentions found