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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.
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.
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.
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.
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.
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.
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.
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.
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."
Two-Minute Drill: FRC
  + stars: | 2022-09-27 | 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 EmailTwo-Minute Drill: FRCJohn Mowrey, NFJ investment Group chief investment officer, joins ‘Closing Bell: Overtime’ to discuss his favorite stock picks including; First Republic Bank.
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