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☆ Eyeing dividend-paying stocks? Don’t rush to pick up the richest yielding names
▼ + stars: | 2023-10-23 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Today's higher interest rate environment drives home the reason why investors should scrutinize stocks offering tempting double-digit yields. Digging beneath the surface Multiple factors may contribute to a stock touting high dividend yields at first blush. First, there are dividend sustainers – companies that have made steady payments for years, including Merck , Johnson & Johnson and Southern Co . Investors who want to hunt dividend payers shouldn't go for the biggest yielders, but instead look for names that are in the second or third quintile among dividend payers, he said. "For many investors, you can get a pretty good dividend play and a good yield through ETFs at a low cost," said Ebersole.

Persons: Bond, Charlie Gaffney, Gaffney, Eaton Vance, Jamie Ebersole, Kim Abmeyer, Morgan Stanley, shouldn't, Ebersole, Morningstar's Bryan Armour, VIG Organizations: Utilities, Morgan Stanley Investment Management, Ebersole, Abmeyer Wealth Management, Investors, Costco Wholesale, Merck, Johnson, Southern Co, Apple, Exxon Mobil, Walmart Locations: Southern

☆ Keep an eye on the yield curve, it's still important, says Quadratic's Nancy Davis
▼ + stars: | 2023-10-06 | 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 EmailKeep an eye on the yield curve, it's still important, says Quadratic's Nancy DavisNancy Davis, Quadratic Capital Management founder & CIO and Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, join 'Closing Bell Overtime' to talk the day's market action.

Persons: Quadratic's Nancy Davis Nancy Davis, Andrew Slimmon, Morgan Organizations: Capital Management, Morgan Stanley Investment Management

☆ Morgan Stanley's Aaron Dunn talks investing in the U.S.
▼ + stars: | 2023-10-05 | 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 EmailMorgan Stanley's Aaron Dunn talks investing in the U.S.Aaron Dunn of Morgan Stanley Investment Management says the U.S. shale boom is nearing its peak. He names one stock set to benefit from its "global footprint."

Persons: Morgan Stanley's Aaron Dunn, Aaron Dunn, Morgan Organizations: Morgan Stanley Investment Management Locations: U.S

☆ Veteran investor says one type of energy company is 'extremely attractive' — naming a stock he likes
▼ + stars: | 2023-10-05 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +3 min

The commodities market is a "much more constructive place to invest" right now — and "integrated" names in the energy sector in particular are "extremely attractive," according to one portfolio manager. For now, Dunn said, he is "certainly concerned about and paying attention to the U.S. onshore shale era," when evaluating what equities to invest in. Integrated energy companies typically engage in the exploration, production, refinement, and distribution of oil and gas. "It's a U.S. company, but they have a lot of assets outside the U.S. and they have been investing outside the U.S.," he said. 'Uncover interesting equities' While the ongoing pullback in the U.S. stock market presents concerns on what stocks to invest in, Dunn said it can help "uncover very interesting equities."

Persons: Aaron Dunn, CNBC's, Dunn, they're, TotalEnergies, Stocks Organizations: Morgan Stanley Investment Management, ExxonMobil, Chevron, BP, ConocoPhillips, Constellation Brands, BJ's Wholesale Locations: U.S, British, Netherlands, Qatar, Australia

☆ Private credit is growing capital in the face of high rates, says Morgan Stanley's Ashwin Krishnan
▼ + stars: | 2023-10-04 | 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 EmailPrivate credit is growing capital in the face of high rates, says Morgan Stanley's Ashwin KrishnanAshwin Krishnan, co-head of North America Private Credit at Morgan Stanley Investment Management, joins 'The Exchange' to discuss the growth of the private credit industry, extending credit in the most defensive sectors, and rising rates increasing default concerns.

Persons: Morgan, Ashwin Krishnan Ashwin Krishnan Organizations: North America Private Credit, Morgan Stanley Investment Management

☆ The Fed hiking rates in an election year is highly unlikely, says Bahnsen Group CIO
▼ + stars: | 2023-09-11 | 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 EmailThe Fed hiking rates in an election year is highly unlikely, says Bahnsen Group CIODavid Bahnsen, Bahnsen group chief investment officer, and Brian Weinstein, Morgan Stanley Investment Management's head of fixed income, join 'The Exchange' to discuss the futures market expectations for upcoming Fed actions, tracking long term data indicators, and the Fed's plans for rates in an election year.

Persons: David Bahnsen, Brian Weinstein, Morgan Stanley Organizations: Morgan Stanley Investment

☆ U.S-China tensions will likely subside: Morgan Stanley's Andrew Slimmon
▼ + stars: | 2023-09-08 | 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 EmailU.S-China tensions will likely subside: Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss U.S.-China tensions and its impact on investors.

Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon Organizations: Morgan Stanley Investment Management, U.S Locations: China

☆ Buy good companies when they are down: Morgan Stanley's Andrew Slimmon
▼ + stars: | 2023-09-08 | 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 EmailBuy good companies when they are down: Morgan Stanley's Andrew SlimmonCNBC's Robert Frank with Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, join 'The Exchange' to discuss U.S.-China luxury consumer spending and trends.

Persons: Morgan Stanley's Andrew Slimmon CNBC's Robert Frank, Andrew Slimmon Organizations: Morgan Stanley Investment Management, U.S Locations: China

☆ Positioning is still too negative in equities, says Morgan Stanley's Andrew Slimmon
▼ + stars: | 2023-09-05 | 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 EmailPositioning is still too negative in equities, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'Squawk Box' to discuss how Slimmon would consider August's equity market performance, Slimmon's thoughts on the markets next year, and more.

Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon Organizations: Morgan Stanley Investment Management

☆ September is the cruelest month for stocks. Pros share their trading tips — and what to buy
▼ + stars: | 2023-09-01 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

The pros share their expectations and tips for how investors can trade in the month ahead. The volatility isn't over The "potential bite" of aggressive Fed policy could lead to more volatility, said Richard Saperstein, chief investment officer at investment firm Treasury Partners, in a Tuesday note. Avoid tech — but not completely Avoid mega-cap tech stocks such as the "Magnificent Seven" now, the pros said, referring to Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — tech stocks that have made massive gains this year. "Big tech stocks have run and valuations are richer than they have been. Dave Sekera, chief U.S. market strategist at Morningstar, said on Thursday that not all tech stocks are overvalued.

Persons: Richard Saperstein, Ben Kirby, CNBC's, Carol Schleif, George Ball, Sanders Morris Harris, Schleif, Ball, it's, Dave Sekera, Kirby, Thornburg, Morgan Stanley, Andrew Slimmon Organizations: U.S . Federal Reserve, Treasury Partners, Thornburg Investment Management, BMO Family Office, Apple, Microsoft, Nvidia, Tesla, Big Tech, Morningstar, Autodesk, Software, Teladoc, CNBC, CME, Hyatt Hotels, Hotels, Resorts, Hilton Hotels, Morgan, Morgan Stanley Investment, United Rentals Locations: U.S, China, Argentine

☆ CNBC Daily Open: Nvidia’s record close juiced the Nasdaq
▼ + stars: | 2023-08-30 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Markets poppedU.S. stocks had a great Tuesday, with the S&P 500 and Nasdaq Composite advancing more than 1% each. Nvidia's record closeNvidia shares popped 4.16% Tuesday to close at a record of $487.84. Here's why Slimmon thinks stocks will rise despite struggling in August — and the three stocks to buy to ride on the wave.

Persons: Australia's, David, Susan Schwartz, Bitcoin, Morgan Stanley, Andrew Slimmon Organizations: CNBC, Nasdaq, Nvidia, Google, Costco, Securities and Exchange Commission, Fidelity, Morgan, Morgan Stanley Investment Locations: Asia, BlackRock, Coinbase, —

☆ Why the S&P 500 could rally another 11% by year-end, according to a Morgan Stanley senior portfolio manager
▼ + stars: | 2023-08-30 | by ( Joseph Wilkins | ) www.businessinsider.com time to read: +3 min

Despite a downbeat August, the S&P 500 index is still boasting impressive year-to-date gains. The benchmark stock-market gauge is up over 17% so far in 2023, and one expert sees it climbing even higher. Morgan Stanley's Andrew Slimmon sees the S&P 500 nearing 5,000 by year-end – what would be an 11% rise. Despite their already-high valuations, Slimmon sees further room to run. Nvidia in particular is one of the biggest success stories of 2023, with its share price soaring by 234% year-to-date.

Persons: Morgan Stanley's Andrew Slimmon, Andrew Slimmon, CNBC's, Slimmon, they're, – Organizations: Service, Morgan Stanley Investment Management, Apple, Microsoft, Nvidia, Tesla Locations: Wall, Silicon

☆ Morgan Stanley's Slimmon says the S&P 500 will near 5,000 by year-end — and names 3 stocks to buy
▼ + stars: | 2023-08-30 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Morgan Stanley Investment Management's Andrew Slimmon believes markets are set for a "strong rally" by the end of the year. He told CNBC's " Street Signs Asia " on Tuesday that he believes the S & P 500 will be "closer" to 5,000 by then. Stock picks Slimmon is positive on three stocks to buy right now: Alphabet , industrial equipment rental firm United Rentals , and building materials firm CRH . As for United Rentals and CRH, Slimmon said they're set to benefit from the increased spending on public works. Analysts covering United Rentals and CRH give them potential average upside of 10% and nearly 18%, respectively, according to FactSet.

Persons: Morgan Stanley, Andrew Slimmon, CNBC's, Slimmon, It's, haven't, Stock, they've, they're, –, — CNBC's Michael Bloom Organizations: Morgan Stanley Investment, United Rentals, Apple, Microsoft, Nvidia, Tesla Locations: Monday's

☆ Stocks are heading for a down August as market kicks off September with jobs report
▼ + stars: | 2023-08-25 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

Regardless, the major averages are set to close a losing month as higher yields and Fitch downgrades weighed on equities this month. "Further cooling in the labor market and the services sector," said Brian Ellis, portfolio manager at Morgan Stanley Investment Management. The labor report will be preceded by the July personal consumption expenditures, or PCE, report on Thursday. In fact, many investors expect that the Federal Reserve is probably done hiking rates here as policymakers await the effects of higher rates on the real economy. Increasingly, investors are looking for opportunities in income as they deal with the possibility of higher rates for longer.

Persons: Jerome Powell, Jackson, Jay Hatfield, Fitch downgrades, nonfarm, Brian Ellis, Powell, Morgan, Ellis, Ben Kirby, that's, Thornburg's Kirby, Campbell Organizations: Federal, Nvidia, Nasdaq, Dow Jones, Capital Management, Dow Jones Industrial, FactSet, Morgan Stanley Investment Management, Federal Reserve, Thornburg Investment Management, Labor, Investors, Dallas Fed, Hewlett Packard Enterprise, HP, ADP, Costco, PCE, PCE Deflator, Chicago PMI, Dollar, Broadcom, Jobs, PMI, Manufacturing Locations: , Wyoming, U.S, cautiousness, Smucker, Chicago

☆ 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

☆ Meet Ted Pick, the hard-charging 'deal junkie' who rose to the top at Morgan Stanley the old-fashioned way — and looks poised to succeed James Gorman as CEO
▼ + stars: | 2023-08-01 | by ( Hayley Cuccinello | ) www.businessinsider.com time to read: +20 min

Employees knew they were getting promoted if Pick told them to wear a tie the following day, an ex-managing director recalled. While Morgan Stanley currently trades at a premium among its Wall Street peers, its enviable success isn't thanks to Pick. Succession has traditionally been a bloody sport on Wall Street, and Morgan Stanley is no exception. Gonzalo Marroquin/Patrick McMullan via Getty Images Show less Morgan Stanley investment management head and dark horse in the race for CEO, Dan Simkowitz. Despite enjoying the stock price gains under Gorman's reign, plenty of longtime employees want another dyed-in-the-wool Morgan Stanley loyalist, according to a former senior executive.

Persons: Morgan Stanley, Ted Pick, Pick, Gucci loafers, Blackstone, Tony James, Morgan, James Gorman, Gorman, Andy Saperstein, Dan Simkowitz, John Mack, Ted, James, Phil Purcell, Mack, Purcell, Merrill Lynch, Paul Taubman, Colm Kelleher, coheads, Gonzalo Marroquin, Patrick McMullan, Saperstein, Euromoney, Parker Gilbert, He's, John, cohead, Bolu, Goldman Sachs, Pablo, tony, Betsey Kittenplan, Smith Barney, James cochairs, Jim Breyer, Anna Wintour, John Mack pranking Pick, John Waldron, Goldman, I'm, Howard Marks, Bill Parcells, atta, Brian Moynihan, aren't, David Solomon, Jamie Dimon's, Eaton Vance, he's, you've, Richard Drew, — Organizations: Employees, Archegos Capital Management, Blackstone, McKinsey, Getty, Middlebury College, China Construction Bank, Harvard Business School, Mitsubishi, Wall, Autonomous Research, Anguilla, Agricultural Bank of China, Capital Management, Metropolitan Museum of Art, Vogue, New York Rangers, Oaktree Capital Management, Bloomberg, Staten, Disney, JPMorgan, Trade, AP Locations: China, Beijing, Manhattan, New York City, Caracas, Venezuela, Brookville, tony Long

However, according to Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, these are all reasons to be a "little cautious" following the busiest week for earnings. All reasons to get a little cautious on the market," Slimmon told CNBC's Squawk Box Asia Thursday. Microsoft and Alphabet kicked off earnings season last week for the mega-caps, while Apple and Amazon are set to report this week. "I am not negative on the mega-cap tech stocks," Slimmon said, acknowledging Microsoft's strong results . Slimmon pointed out that the broadening of investors' interests is also likely at play, adding further selling pressure to Big Tech stocks.

Persons: Andrew Slimmon, Slimmon, CNBC's, MSFT, there's, Slimmon's isn't, Janet Yellen, Morgan Stanley, steelmaker Organizations: Nasdaq, U.S . Federal, Morgan Stanley Investment Management, Microsoft, Apple, Big Tech, Dow Jones, United, Treasury, Corp, JPMorgan, Ameriprise Locations: China, U.S

☆ Earnings growth will go positive and may boost stocks, says Morgan Stanley's Andrew Slimmon
▼ + stars: | 2023-07-24 | 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 EmailEarnings growth will go positive and may boost stocks, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss earnings growth bringing upside to the market, investors averaging in cash on a monthly basis, and case for a bull market beginning.

Persons: Morgan Stanley's Andrew Slimmon Andrew Slimmon Organizations: Morgan Stanley Investment Management

☆ 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

☆ 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

☆ Is it too late to join the market rally? Morgan Stanley's Slimmon weighs in and names stocks to buy
▼ + stars: | 2023-06-15 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Andrew Slimmon of Morgan Stanley Investment Management says a "meaningful" correction may not happen right now. "But it's premature and the stock market is right now feeding off … those lower inflation month to month price," Slimmon added. Stock picks Nevertheless, there are pockets of opportunity in the market right now, according to Slimmon. He named three stocks to buy: American equipment rental company United Rentals , financial services company Ameriprise and building materials company CRH . "In my opinion, investors looking to get into the market will view the recent laggards as an opportunity to get more invested," he said of those three stocks.

Persons: it's, Andrew Slimmon, CNBC's, There's, you've, Slimmon, there's, — CNBC's Michael Bloom Organizations: Nasdaq, Morgan Stanley Investment Management, U.S . Federal, Federal Reserve, Stock, United Rentals Locations: bullish

☆ These ETFs could be winners if the Federal Reserve skips a rate hike
▼ + stars: | 2023-06-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

But for investors worried that more Fed rate hikes in the coming months could tip the economy into recession, fixed income might be a more attractive bet. "Municipal bond issuers appear well poised to weather a possible recession in 2023/24. Bank of America has the equivalent of a buy rating on several municipal bond ETFs, including JPMorgan Ultra-Short Municipal Income ETF (JMST) and the iShares National Muni Bond ETF (MUB) . Some large funds that could fit that description include the iShares 3-7 Year Treasury Bond ETF (IEI) , the Schwab Intermediate-Term US Treasury ETF (SCHR) and the Vanguard Intermediate-Term Corporate Bond ETF (VCIT). The actively managed Flexible Income ETF (BINC) launched in May and has about $76 million in assets so far, according to FactSet.

Persons: Michelle Cluver, Andrew Slimmon, Slimmon, Russell, Jared Woodard, Woodard, Cluver, Rick Rieder Organizations: Federal, Global, Morgan Stanley Investment Management, RSP, Nasdaq, Bank of America, JPMorgan Ultra, Muni Bond ETF, Treasury Bond ETF, Treasury, BlackRock

Hong Kong CNN —China’s state security authorities raided multiple offices of international advisory firm Capvision, state media reported Monday, part of a broader crackdown on the consulting industry as Beijing tightens control over what it considers sensitive information related to national security. The consultancy firm, which is headquartered in Shanghai and New York, adds to a growing list of global consulting companies that have been ensnared in Beijing’s widening crackdown on what it perceives as national security risks. In the report, Capvision was singled out as a “leading company” in the industry. According to state security police, he downloaded 5,000 documents from his state-owned company’s internal network. The authorities said he had provided clients with six pieces of information that were classified as state secrets, CCTV said.

Shopify announced Thursday that it is cutting 20% of staff and selling off its logistics business. Shopify's CEO Tobi Lütke announced early Thursday that the company is cutting 20% of its workforce and selling the majority of its logistics business to supply chain technology company Flexport. It's the right thing for Shopify but it negatively affects many team members who we admire and love working with. Analysts and insiders had also been expecting a major change to Shopify's logistics division, Insider reported Wednesday. But 6 River Systems, a warehouse automation and robotics company Shopify purchased in 2019 for $450 million, is being sold to UK grocery firm Ocado for an undisclosed sum.

☆ Morgan Stanley's Slimmon says it's dangerous to be too defensive, names top 'offensive' stock picks
▼ + stars: | 2023-05-04 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

"I do not see much upside in the market near-term," Slimmon, senior portfolio manager at the firm, said in notes sent to CNBC on Tuesday. Stocks to buy Slimmon said it's time to buy some "offensive" stocks. Offensive stocks are those that tend to do well when the market goes up, while defensive sectors are the sectors that outperform when the market goes down. "So I think it's very dangerous to own just very defensive stocks … I think you want some offensive in your portfolio," Slimmon told CNBC's " Squawk Box Asia " on Tuesday. Near-term opportunity Slimmon said there's one area he sees as a near-term opportunity: China.

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