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Search resuls for: "Morgan Stanley Investment"


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☆ The Fed wants to 'keep the door open' to more rate hikes, says Morgan Stanley's Jim Caron
  + stars: | 2023-05-03 | 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 EmailThe Fed wants to 'keep the door open' to more rate hikes, says Morgan Stanley's Jim CaronJim Caron, Morgan Stanley Investment Management, joins 'Power Lunch' to react to the Fed's 25 basis point rate hike.
☆ Morgan Stanley's Slimmon names 'attractively priced' stocks to beat the economic uncertainty
  + stars: | 2023-04-13 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Morgan Stanley's Andrew Slimmon expects an economic slowdown in the U.S. will happen later than many have predicted. And I think that's when we will hit a slowdown and I suspect it's coming later than what many people have been predicting," said the senior portfolio manager at Morgan Stanley Investment Management. Here's what investors can buy and avoid in the face of that uncertainty, according to Slimmon. Be wary of 'very large' stocks He said he would be particularly cautious on "very large" stocks right now, referring to FAANG — Facebook (now Meta ), Amazon , Apple , Netflix and Google (now Alphabet ). "It's not a cheap stock, but to me, that's a defensive stock that you want to own in this environment as well."
☆ Weakened euro has fueled opportunity in foreign markets, says Centerstone's Abhay Deshpande
  + stars: | 2023-04-04 | 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 EmailWeakened euro has fueled opportunity in foreign markets, says Centerstone's Abhay DeshpandeAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, and Abhay Deshpande, CIO at Centerstone Investors, join 'The Exchange' to discuss the dollar index under stress, offsetting cyclical stock with defensive ones, and investing in foreign markets.
☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Centerstone's Abhay Deshpande
  + stars: | 2023-04-04 | 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 EmailWatch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Centerstone's Abhay DeshpandeAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, and Abhay Deshpande, CIO at Centerstone Investors, join 'The Exchange' to discuss the dollar index under stress, offsetting cyclical stock with defensive ones, and investing in foreign markets.
☆ Markets saw a dovish Fed hike but Powell's warning on credit conditions spooked investors
  + stars: | 2023-03-22 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +3 min
Are we going to celebrate the end of Fed rate hikes because things have started to hit the fan?" Strategists pointed to Powell's comment that financial conditions may have tightened more than it appears in traditional market measures, which would be stocks and bond spreads. "Number one, he remains unwavering on inflation, and he does acknowledge he sees a tightening of credit conditions. Briggs also called out Powell's comments about the impact from credit tightening , and the effect those actions can have. "That tightening via credit conditions can take the place of hikes (and vice versa if we don't get tighter credit conditions)," he said. "
☆ CNBC Daily Open: Credit Suisse spreads the banking crisis to Europe
  + stars: | 2023-03-16 | 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. The banking turmoil in the U.S. — which appeared to be contained just yesterday — spread to Europe on Wednesday in the form of Credit Suisse. Tightening financial conditions and a slowdown in the economy are exactly what the Federal Reserve is hoping to engineer through its interest rate hikes. Subscribe here to get this report sent directly to your inbox each morning before markets open.
☆ CNBC Daily Open: Credit Suisse brings the banking crisis to Europe
  + stars: | 2023-03-16 | 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. The banking turmoil in the U.S. — which appeared to be contained just yesterday — spread to Europe on Wednesday in the form of Credit Suisse. Tightening financial conditions and a slowdown in the economy are exactly what the Federal Reserve is hoping to engineer through its interest rate hikes. Subscribe here to get this report sent directly to your inbox each morning before markets open.
☆ Is the traditional 60/40 portfolio dead? Morgan Stanley's Jim Caron has a theory about that
  + stars: | 2023-03-02 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
2022 was the worst year the "60/40 portfolio" had since 1926 . But Morgan Stanley 's Jim Caron is unconvinced by the rally, calling the 60/40 strategy "a thing of the past." "But that was when interest rates were falling from 1980 to 2021. The logic of holding a 60/40 portfolio for the long term appears "broken," he wrote in a Feb. 13 note. The shift from a 2% [average fed funds rate] world to a 5% world means structurally higher inflation and interest rates," he said.
☆ Earnings need to stop rising or valuations need to come down, says Zoe Financial's Andres Garcia-Amaya
  + stars: | 2023-02-27 | 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 need to stop rising or valuations need to come down, says Zoe Financial's Andres Garcia-AmayaBrian Weinstein of Morgan Stanley Investment Management and Andres Garcia Amaya, CEO of Zoe Financial, join 'The Exchange' to discuss staples and utilities lagging in the market, theh market aligning with the Fed and anticipation of drops in valuation.
☆ 'We are a long way from the top': Morgan Stanley’s Slimmon picks stocks to ride the rally
  + stars: | 2023-02-17 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Morgan Stanley Investment Management's Andrew Slimmon says that stocks are set to rally further. The economy is proving to be "far more resilient" than what the doomsayers had projected, says managing director and senior portfolio manager Slimmon. Stocks went through a difficult year in 2022, with the S & P 500 plummeting nearly 20%. Slimmon predicted that the U.S. Federal Reserve will raise rates a few more times, before pausing. Stock picks Although growth stocks such as tech have bounced back this year, Slimmon says the "real opportunity" is in cyclical stocks.
☆ Morgan Stanley's Slimmon says the 'real opportunity' is in this segment of stocks
  + stars: | 2023-02-16 | 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 EmailMorgan Stanley's Slimmon says the 'real opportunity' is in this segment of stocksMorgan Stanley Investment Management's Managing Director Andrew Slimmon says that although growth stocks have bounced back, the "real opportunity" is in cyclical stocks. He names three to buy.
☆ Morgan Stanley's first ETFs come with an ESG focus despite political pushback
  + stars: | 2023-02-07 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
The six new offerings of U.S. and international stock funds and a short-term bond fund from Calvert, part of Morgan Stanley Investment Management (MSIM), is built with ESG considerations in mind. The last three quarters of 2022 were very difficult," said Anthony Rochte, global head of ETFs at Morgan Stanley Investment Management. While the number of ESG funds is growing rapidly, Calvert distinguishes itself by conducting its own ESG scoring rather than relying on an index provider's system, Rochte said. And it goes back to the differentiation and the active process they employ in designing the Calvert principles," Rochte said. Over time, Morgan Stanley will look at launching ETFs beyond the Calvert brand, Rochte said.
☆ Paris Club creditors give assurances to back IMF bailout for Sri Lanka
  + stars: | 2023-02-07 | by ( Jorgelina Do Rosario | ) www.reuters.com   time to read: +3 min
[1/3] A woman buys vegetables from a vendor at a market in the rampant food inflation, amid Sri Lanka's economic crisis, in Colombo, Sri Lanka, July 30 , 2022. REUTERS/Kim Kyung-HoonFeb 7 (Reuters) - The Paris Club of creditors has given financing assurances to support the International Monetary Fund's approval of an extended fund facility for Sri Lanka, the Sri Lankan president's office said on Tuesday. The financing assurances from the Paris Club, which includes Japan - Sri Lanka's second biggest bilateral lender - was previously reported by Reuters. "Members further expressed appreciation for the specific and credible financing assurances issued by India on Jan. 16, 2023 and its coordination with the Paris Club," the group's statement added. Sri Lanka has to restructure debt payments of about $13 billion on 11 international bonds.
☆ There is more upside for investors in China, says Morgan Stanley's Andrew Slimmon
  + stars: | 2023-02-02 | 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 more upside for investors in China, says Morgan Stanley's Andrew SlimmonAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss recent comments by Ray Dalio, investment opportunities in China, and the implications of China's reopening.
☆ Dow falls more than 300 points after Fed raises rates, sees 'ongoing' hikes
  + stars: | 2023-02-01 | 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 EmailDow falls more than 300 points after Fed raises rates, sees 'ongoing' hikesDavid Kelly of JPMorgan asset management, Jim Caron of Morgan Stanley Investment Management, and Cameron Dawson of NewEdge Wealth join 'The Exchange' to discuss the latest Fed rate decision.
☆ How the Fed managed to spark a stock market rally while sticking to tough talk on interest rates
  + stars: | 2023-02-01 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +5 min
Fed Chairman Jerome Powell talked tough Wednesday, promising more rate hikes in the unrelenting battle against inflation, but he also let slip a few comments dovish enough to send the stock market sharply higher. The Federal Reserve raised interest rates Wednesday afternoon by a quarter point, as expected, and also kept a comment in its statement that it anticipates ongoing rate hikes. .SPX 1D line stocks Powell spoke afterward at a press conference, warning the market of more rate hikes and a tough stance on inflation. But traders seemed to cherry pick comments that had a dovish tilt to them, and the stock market reversed course and rallied hard. In its statement, the Fed swapped out the word "pace" for "extent" of future rate hikes when describing what it would take into account in in deciding on further increases.
☆ Fed expected to slow rate hiking to a quarter point but will stay unrelenting in inflation battle
  + stars: | 2023-01-31 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +4 min
"He's going to do that by still saying the Fed's going to stay tight for a while. The Fed's rate hike Wednesday would be the eighth since last March. That is just a half percentage point away from the Fed's estimated end point, or terminal rate range of 5% to 5.25%. In the futures market, fed funds futures continued to price a terminal rate of less than 5%. "I think he's going to be hawkish relative to market pricing," said Jim Caron, head of macro strategies for global fixed income at Morgan Stanley Investment Management.
☆ Shopify's prices will go up by as much as 33% in some cases, but analyst say merchants aren't going anywhere
  + stars: | 2023-01-31 | by ( Madeline Stone | ) www.businessinsider.com   time to read: +6 min
Analysts say Shopify's products offer a much better value than their competitors'. He added that many merchants pay more in fees for third-party apps and add-ons than they do for a Shopify subscription. With those fees in mind, an increase to the monthly subscription fee would seem relatively small, Pfau argued. Luria said that it's possible Shopify's price hikes could "upset smaller merchants for whom this is a big expenditure," particularly amid inflation and economic uncertainty. Shopify's price hikes come as the company makes changes to its leadership team.
☆ GDP report could show solid fourth-quarter growth but still signal a recession is coming, economists say
  + stars: | 2023-01-25 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +5 min
Economic growth is expected to have slowed slightly in the fourth quarter but was still solid, driven by a strong consumer. According to Dow Jones, economists expect that U.S. gross domestic product grew by 2.8% in the fourth quarter, down from the 3.2% pace in the third quarter. While economists see a strong fourth quarter, they are divided on where the economy goes from here and a key is the consumer. The slowdown in residential investment has taken a full percentage point off of growth in the fourth quarter, he said. Some market strategists see a strong fourth quarter as another sign the economy could avoid falling into recession, and a better-than-expected report could reinforce that view.
☆ Morgan Stanley’s Slimmon says stocks will surprise Wall Street in 2023 — and names two he likes
  + stars: | 2023-01-19 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
Wall Street strategists expect this year to end on a much better note than 2022 — but they still warn that the path ahead looks volatile. However, Morgan Stanley's Andrew Slimmon said he believes stocks are going to do "far better" than most expect. Slimmon also likes Pool Corp , a Louisiana-based company that sells swimming pool supplies. Fed pivot in the works His relatively positive read on the economy is a big reason for his optimism about the market. But Slimmon said he believes the bond market is signaling that the U.S. Federal Reserve will pivot "sooner than it expects."
☆ Goldman Sachs raises $1.6 bln private capital for climate fund
  + stars: | 2023-01-10 | by ( Industry Insight | Reuters Professional | Despite Their Net-Zero Pledges | ) www.reuters.com   time to read: +2 min
LONDON, Jan 10 (Reuters) - Goldman Sachs Asset Management, the fund arm of Goldman Sachs (GS.N), said on Tuesday it had raised $1.6 billion for its first private equity fund focused on investing in companies providing climate and environmental solutions. The final close of GSAM's Horizon Environment & Climate Solutions I comes as investors increasingly turn their attention to companies that can help in the world's fight against global warming. The fund, launched in 2021, provides so-called "growth capital" to companies further along in developing solutions in clean energy, sustainable transport, waste and materials, sustainable food and agriculture and ecosystem services. While investors have long invested in real assets such as wind and solar, or in early stage venture capital, the demand for the fund showed they were increasingly willing to back bigger companies, Pontarelli said. In December private equity firm General Atlantic launched a $3.5 billion climate fund while a month earlier Morgan Stanley Investment Management launched a $1 billion private equity strategy to invest in companies that will help reduce 1 gigatonne of carbon dioxide emissions.
☆ Shopify had a bumpy 2022, with a stock split, layoffs, and more. These are the biggest stories about the e-commerce company.
  + stars: | 2022-12-29 | by ( Madeline Stone | ) www.businessinsider.com   time to read: +10 min
After seeing explosive sales and revenue growth during the earlier days of the Covid-19 pandemic, the Canadian e-commerce company saw its business come back down to earth this year. Shopify employees are granted restricted stock units, or RSUs, in addition to their base salaries. MayOn May 2, Shopify announced plans to acquire e-commerce fulfillment startup Deliverr for more than $2 billion. The acquisition was intended to help Shopify merchants offer one and two-day shipping to their customers. On December 15, Shopify announced that it was doubling down on its sustainability efforts by investing $11 million in carbon removal projects.
☆ Inside the lives of some of the most powerful people on Wall Street
  + stars: | 2022-12-27 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +5 min
We're highlighting profiles we've done of some of the most powerful people on Wall Street. They are, as you will see, largely white males — a telling reminder of who still wields the power throughout most of Wall Street. Gregg Lemkau was considered a future CEO candidate at Goldman Sachs before he shocked Wall Street by leaving for Michael Dell's investment firm in 2020. Soft-spoken types can sometimes get bulldozed on Wall Street, where so-called alphas often reign supreme. Inside his strategy for turning Goldman into the Amazon of Wall Street.
☆ The bond market turned in its worst performance ever this year
  + stars: | 2022-12-26 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +4 min
The bond market turned in its worst performance ever this year, a unique time when it provided little shelter from the storm in financial markets. Bonds have provided solace in the past, acting as ballast, cushioning portfolios from the worst stock market losses. With global central banks all on the same trajectory, the bond market was under extreme pressure. Rick Rieder, BlackRock's chief investment officer of global fixed income, said yields could still go higher but the bond market has gotten to a place where investors can find a good return . "I could buy general quality fixed income at 5.5% to 6% and sit in it," Rieder said.
☆ The yield curve shows 'growthier' names will suffer, says Morgan Stanley's Brian Weinstein
  + stars: | 2022-12-19 | 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 yield curve shows 'growthier' names will suffer, says Morgan Stanley's Brian WeinsteinBrian Weinstein, Morgan Stanley investment management head of fixed income, joins 'The Exchange' to discuss opportunities in the fixed income sector.
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