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☆ Global institutional investors not back in Hong Kong yet: CIO
▼ + stars: | 2024-10-25 | 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 EmailGlobal institutional investors not back in Hong Kong yet: CIOQi Wang, Chief Investment Officer of UOB Kay Hian Wealth Management, says "big money" hasn't returned to Hong Kong yet, despite recent strength and new listings on the market.

Persons: Qi Wang, UOB Kay, hasn't Organizations: Global, UOB Kay Hian Wealth Management Locations: Hong Kong

☆ Tiger Grandcubs on AI: How investors Dan Sundheim and Mala Gaonkar are thinking about the space
▼ + stars: | 2024-10-25 | by ( Bradley Saacks | ) www.businessinsider.com time to read: +4 min

D1's Dan Sundheim and SurgoCap's Mala Gaonkar spoke about investing in AI a Chicago conference. Sundheim said it won't be private companies leading this tech change for once. Gaonkar said the most promising industry for short-term AI advances is the medical technology field. Sundheim, whose portfolio has billions invested in both public and private companies, believes the best way to tap into the AI frenzy is through public companies. PitchBook notes that the firm has made 228 investments in private companies since six years ago.

Persons: Dan Sundheim, Mala Gaonkar, Sundheim, Gaonkar, —, Lone, medtech, Julian Roberston's, Elon Organizations: Service, D1 Capital Partners, Tuesday's Invest, Kids, Business, Lone Pine, SurgoCap Partners, Institutional Investor, Tiger Cub, Viking Global, Tiger, Elon Musk's SpaceX, D1 Locations: Chicago

☆ 'Too many unknowns' with election & market to be overweight megacaps, says Clockwise's Cakmak
▼ + stars: | 2024-10-24 | 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 Email'Too many unknowns' with election & market to be overweight megacaps, says Clockwise's CakmakJames Cakmak, Clockwise Capital CIO, joins CNBC's 'The Exchange' to discuss why he's moving away from tech and into value, how to position, and more.

Persons: Clockwise's Cakmak James Cakmak Organizations: Capital CIO

☆ Watch CNBC's full interview with Richard Bernstein Advisors CEO Richard Bernstein
▼ + stars: | 2024-10-24 | 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 Richard Bernstein Advisors CEO Richard BernsteinRichard Bernstein, CEO and CIO at Richard Bernstein Advisors, joins CNBC's 'The Exchange' to discuss economic outlooks, where he sees opportunity in the market, and more.

Persons: Richard Bernstein, Richard Bernstein Richard Bernstein, Bernstein Organizations: Bernstein Advisors

☆ The Fed is 'putting fuel on the fire' with rate cuts, says Richard Bernstein Advisors' CEO
▼ + stars: | 2024-10-24 | 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 EmailThe Fed is 'putting fuel on the fire' with rate cuts, says Richard Bernstein Advisors' CEORichard Bernstein, CEO and CIO at Richard Bernstein Advisors, joins CNBC's 'The Exchange' to discuss economic outlooks, where he sees opportunity in the market, and more.

Persons: Richard Bernstein, Bernstein Organizations: Richard Bernstein Advisors, Bernstein Advisors

☆ Gold may hit $2,500 by mid-2025, 'not surprised' if $3,000, says UBS' Kelvin Tay
▼ + stars: | 2024-10-24 | 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 EmailGold may hit $2,500 by mid-2025, 'not surprised' if $3,000, says UBS' Kelvin TayKelvin Tay, regional CIO of UBS global wealth management, also said markets have priced in a potential Trump victory.

Persons: Kelvin Tay Kelvin Tay Organizations: UBS, Trump

☆ Growth stocks will stabilize from high valuations and rally when earnings catch up: TIAA's Mukherjee
▼ + stars: | 2024-10-24 | 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 EmailGrowth stocks will stabilize from high valuations and rally when earnings catch up: TIAA's MukherjeeNiladri Mukherjee, TIAA Wealth Management CIO, joins 'Money Movers' to discuss Mukherjee's investment thesis around the election, what is expected from the general election, and much more.

Persons: TIAA's Mukherjee Niladri Mukherjee Organizations: TIAA Wealth Management

☆ CNBC Pro Talks: China portfolio manager reveals what he's buying right now
▼ + stars: | 2024-10-22 | by ( Cnbc.Com Staff | ) www.cnbc.com time to read: +2 min

As investors ponder how — and where — to invest in China, CNBC's Tanvir Gill will quiz China portfolio manager Jason Hsu on where he sees opportunities in the current market. Hsu previously told CNBC Pro that he was betting on tech — and artificial intelligence in particular — for the long term. Hsu set up Ranmore Fund Management in 2016, prior to which he was co-founder and vice chairman of quantitative asset manager Research Affiliates. Join CNBC Pro Talks on Wednesday, Oct. 23 at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. Learn more from our previous Pro Talks: How to play AI in a cheaper way without owning stocks like Nvidia, according to fund manager Fund manager reveals his worst trade of the year — and the lessons he learned Beyond Novo: Fund manager likes this under-the-radar pharma stock Related coverage from Pro: Is it time to invest in China?

Persons: Finance Lan Fo'an, CNBC's Tanvir Gill, Jason Hsu, Hsu, Goldman, Tanvir Gill Organizations: Finance, China's CSI, Rayliant Global Advisors, China Equity, CNBC Pro, China Equity ETF, Ping An Insurance, Midea, Ranmore Fund Management, Research, Anderson School of Management, UCLA, Nvidia, pharma, Wall, Citi Locations: China

☆ There is an 'overhanging concern' for China from the US regardless of the election outcome: CIO
▼ + stars: | 2024-10-21 | 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 EmailThere is an 'overhanging concern' for China from the US regardless of the election outcome: CIOSteve Brice, CIO at Standard Chartered Wealth Management, explains why trade and geopolitical tensions between the U.S. and China will remain regardless of which Presidential candidate wins the White House.

Persons: Steve Brice Organizations: Standard Chartered Wealth Management, U.S Locations: China

☆ We have tailwind from earnings that the market was hoping for: Defiance ETFs' Sylvia Jablonski
▼ + stars: | 2024-10-21 | 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 EmailWe have tailwind from earnings that the market was hoping for: Defiance ETFs' Sylvia JablonskiSylvia Jablonski, Defiance ETFs CEO and CIO, joins 'Squawk Box' to discuss the latest market trends, takeaways from earnings season, and more.

Persons: Sylvia Jablonski Sylvia Jablonski Organizations: Defiance

☆ The soft landing backdrop will be good for continued broadening, says Rockland's David Smith
▼ + stars: | 2024-10-18 | 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 soft landing backdrop will be good for continued broadening, says Rockland's David SmithDavid Smith, Rockland Trust CIO, joins 'Power Lunch' to discuss the election uncertainty impact on the market.

Persons: Rockland's David Smith David Smith Organizations: Rockland Trust

☆ Trade Tracker: Kevin Simpson sells Amazon covered call
▼ + stars: | 2024-10-18 | 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 EmailTrade Tracker: Kevin Simpson sells Amazon covered callKevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to explain his covered call trade on Amazon.

Persons: Kevin Simpson Organizations: Wealth Planning

☆ Stocks are nearing a major peak and a more 'disturbed' period of weak returns is ahead for investors, CIO says
▼ + stars: | 2024-10-18 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +5 min

Grant said stocks could soon enter a period of weak returns, possibly for "many years." AdvertisementThe bull market in stocks looks like it's close to the top, according to an investment chief. AdvertisementSentiment and position indicators are also flashing signs investors are overexcited about the stock market, Grant said. The 3-month moving average of year-ahead stock market expectations has climbed to its highest on record, according to Conference Board data. That suggests there's little "cushion" in the event the stock market declines or experiences a shock, Grant said.

Persons: Michael Grant, Grant, —, subpar, Morgan Organizations: Calamos Investments, Service, Conference, Board, Federal, Federal Reserve, Governors, Morgan Research, Bloomberg, Investors

☆ Minimum wage is on the ballot in 5 states this November. Here's how the votes could go
▼ + stars: | 2024-10-18 | by ( Annie Nova | ) www.cnbc.com time to read: +6 min

"Since 2014, 12 states have passed minimum wage increases through ballot measures," Martinez Hickey told CNBC. Meanwhile, voters in Arizona will decide on a ballot measure that would lower the minimum wage for tipped workers. Here's what's at stake for workers who make the minimum wage, and the employers who pay them, in next month's election. 1 would raise the minimum wage to $13 in 2025, and to $14 in 2026. Question 5 in Massachusetts would slowly phase out its tipped minimum wage of $6.75 per hour, until it eventually matches the state's standard minimum wage by 2029.

Persons: Lucy Nicholson, Sebastian Martinez Hickey, Martinez Hickey, Here's, erick Pasquier, Joelle, Hall, Kati Capozzi, Capozzi, Richard von Glahn Organizations: California Labor, Reuters, Economic, Institute, CNBC, Alaska AFL, Alaska Chamber, Healthy Families, San Francisco, LAO, Massachusetts Institute of Technology Locations: Alaska , Missouri, California, Arizona, Alaska, United States, Bering Sea, Missouri, North America, U.S, Massachusetts Institute of Technology . Massachusetts, Massachusetts

☆ Trade Tracker: Kevin Simpson buys Texas Pacific Land
▼ + stars: | 2024-10-18 | 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 EmailTrade Tracker: Kevin Simpson buys Texas Pacific LandKevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to explain why he's buying a stock that's already up over 100% YTD.

Persons: Kevin Simpson Organizations: Wealth Planning Locations: Texas

☆ Big tech adopting nuclear energy tells us where they see Gen AI demand will be: CIO
▼ + stars: | 2024-10-17 | 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 EmailBig tech adopting nuclear energy tells us where they see Gen AI demand will be: CIOJonathan Curtis from Franklin Equity Group talks about the emerging trends of big tech companies adopting nuclear energy to power their AI businesses.

Persons: Jonathan Curtis Organizations: Franklin Equity Group

☆ AI investment theme remains 'strong', CIO highlights some sub-themes
▼ + stars: | 2024-10-17 | 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 EmailAI investment theme remains 'strong', CIO highlights some sub-themesFabiana Fedeli of M&G Investments discusses sectors to invest in to ride the AI theme

Organizations: G Investments

☆ Earnings Exchange: Netflix, American Express and Proctor & Gamble
▼ + stars: | 2024-10-17 | 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 EmailEarnings Exchange: Netflix, American Express and Proctor & GambleLee Munson, Portfolio Wealth Advisors president and CIO, joins CNBC's 'The Exchange' to discuss what how he sees Netflix, American Express and Proctor & Gamble ahead of Q3 earnings reports.

Persons: Gamble Lee Munson, Gamble Organizations: Netflix, American Express, Proctor

☆ Where to find value in AI stocks
▼ + stars: | 2024-10-17 | 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 EmailWhere to find value in AI stocksBill Stone, The Glenview Trust Company CIO, joins CNBC's 'The Exchange' to discuss trading AI stocks, Q3 earnings winners and losers, and more.

Persons: Bill Stone Organizations: Glenview Trust Company

☆ Weaker euro zone growth outlook has led ECB to October rate cut, CIO says
▼ + stars: | 2024-10-17 | 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 EmailWeaker euro zone growth outlook has led ECB to October rate cut, CIO saysIain Stealey, international chief investment officer of global fixed income currency and commodities at J.P. Morgan Asset Management, comments on what to watch for in the European Central Bank's October communications.

Persons: Iain Stealey Organizations: ECB, Morgan Asset Management, Central

☆ Small-caps have better value and momentum than large, says Miller Value's Bill Miller IV
▼ + stars: | 2024-10-17 | 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 EmailSmall-caps have better value and momentum than large, says Miller Value's Bill Miller IVBill Miller IV, Miller Value Partner CIO, joins 'Closing Bell' to discuss the valuations in the market and his outlook.

Persons: Miller, Bill Miller, Bill Miller IV

☆ Strong earnings season will help buffer election volatility, says Regions Wealth's Alan McKnight
▼ + stars: | 2024-10-17 | 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 EmailStrong earnings season will help buffer election volatility, says Regions Wealth's Alan McKnightAlan McKnight, Regions Wealth Management CIO, joins 'Squawk on the Street' to discuss the early phase of the earnings season, if the new rate environment is already impacting the economy, and much more.

Persons: Wealth's Alan McKnight Alan McKnight Organizations: Wealth Management

☆ A strong dollar is a key risk to the stock market's big rally, Morgan Stanley CIO says
▼ + stars: | 2024-10-17 | by ( Kelly Cloonan | ) www.businessinsider.com time to read: +4 min

Morgan Stanley's Mike Wilson says the stock market's bull run could slow if the dollar strengthens again. AdvertisementMorgan Stanley's top stock strategist is eyeing one risk in particular that could threaten the stock market's big rally: a stronger US dollar. According to the firm's chief US equity strategist, Mike Wilson, a dollar re-strengthening could hinder stock gains. The greenback weakened as markets prepared for steep rate cuts, but that move has reversed in recent weeks as strong economic data makes more aggressive policy easing less likely. Wilson's call comes two years into the market's bull rally, with major indexes continuing to hit fresh all-time highs.

Persons: Morgan, Mike Wilson, —, that's, Wilson Organizations: Service, Bloomberg Radio, Federal Locations: China, Japan

☆ Pennsylvania Republican House candidate touts union ties in must-win race
▼ + stars: | 2024-10-17 | by ( Emily Wilkins | ) www.cnbc.com time to read: +4 min

watch nowIn his campaign's TV ads, Pennsylvania Republican House candidate Rob Bresnahan talks about being a third-generation union contractor. It's not surprising for a candidate in northeastern Pennsylvania to trumpet their union ties. Support from unions is critical in Pennsylvania, where union members make up 14.1% of the state, according to the Bureau of Labor Statistics. SCRANTON, PENNSYLVANIA - OCTOBER 09: Rob Bresnahan, Republican nominee for Pennsylvania's 8th Congressional District, takes the stage during a Republican presidential nominee, former U.S. President Donald Trump campaign rally at Riverfront Sports on October 09, 2024 in Scranton, Pennsylvania. At the Sheet Metal Workers Local 44 Union Hall in Wilkes-Barre in early October, local union leaders frequently referred to Cartwright as a "friend."

Persons: Rob Bresnahan, Matt Cartwright, It's, Bresnahan, Donald Trump, Sen, JD Vance, Cook, Pennsylvania's, Michael M, Cartwright, Trump, Keshia Williams, He's, " Cartwright, Tom Williams Organizations: Pennsylvania Republican, Democratic, Republican, Bureau of Labor Statistics, White, Senate, NBC, Cook, Congressional, Riverfront Sports, Santiago, Getty, . Census, Sheet Metal Workers, SEIU, Teamsters, AFL, CQ, Inc, Cq Locations: Pennsylvania, Ohio, SCRANTON , PENNSYLVANIA, Scranton , Pennsylvania, Wilkes, Barre

☆ Markets need a 'reassessment' of high-end computing demand: CIO
▼ + stars: | 2024-10-16 | 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 EmailMarkets need a 'reassessment' of high-end computing demand: CIOGeorge Maris, chief investment officer and global head of equities at Principal Asset Management, discusses ASML's share plunge and Republican presidential candidate Donald Trump's rhetoric on tariffs.

Persons: George Maris, Donald Trump's Organizations: Asset Management, Republican

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