Investment Strategy
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Khiem Do, Head of Asian Multi-Asset, Baring Asset Management, Hong Kong explains why the marginal money will chase the North Asian markets. He adds that Taiwan and South Korea will be the exception to this trend this year.
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Greg Zuckerman of Dow Jones’ Hedge Fund Trades newsletter was on “Morning Call” today as part of our regular series “Power & Money.” He said the industry took a hit from a poor-performing biotech firm. But there’s something interesting going on in the distressed debt investing market.
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The strategist offers CNBC’s Becky Quick a few of his “ten themes” for investing next year in an interview on cnbc.com’s home page.
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It started with SPDRs and then we got QQQQs, but now people know that all that alphabet soup spells ETFs. Scratching your head? On “Power Lunch Sue Herera unscrambled all the confusion with Lee Kranefuss, the CEO of I-Shares (which is part of Barclays Global Investors.)
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Despite management changes at Citigroup made late Monday, investors still aren’t happy. There are only two ways to unlock shareholder value, depending on whom you talk to: Either make some radical changes at the C level or break up the company. Sue Herera had two investors with large holdings in Citigroup on “Power Lunch” to debate the issue.
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As we've said--OPEC meets tomorrow (threatening production cuts) and U.S. gas inventories are out (down)--as we've been focusing on the global energy picture. But what does it mean for your stock portfolio? Here are some picks from two energy stock analysts on "Morning Call." Jacques Rousseau is an analyst with FBR. He says it all about being selective right now. James Wicklund is Energy Equity Analyst with Banc of America Securities....
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From the looks of it, the small cap sector is right on track to outperform large caps for an unprecedented 7th consecutive year. But will small companies be the better investment in 2007? Some big money investors don’t think so. On “Squawk on the Street” CNBC’s Mark Haines spoke with one such investor -- Bob Millen, Co-Portfolio Manager of the 4-Star Morningstar rated Jensen Portfolio.
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Two private equity firms--Texas Pacific and Silver Lake Partners--have gobbled up Sabre Holdings in a $5 billion dollar deal. The transaction is expected to close in the second quarter of next year. It is yet another feather in the cap of Texas Pacific--which has become on the biggest and most active players in the entire private equity world.
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Citigroup Smith Barney released its latest poll of affluent investors. This time around--they polled investors mostly on their holiday shopping and charitable giving plans. The poll was conducted with investors who have at least $100,000 in financial assets (that's excluding real estate and employer retirement plans).
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In an earlier post we talked about the issue of hedge fund returns vs. index funds. That's one battle for the massive hedge fund industry--but there's another that's maybe more important: The issue of transparency. Hedge funds might not be publicly traded, but the U.S. Securities and Exchange Commission requires that money managers overseeing more than $100 million disclose their holdings...
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We have a busy day ahead on Monday. Scheduled topics and guests include: Spam (the email kind) and just why it's once again flooding email addresses in huge numbers. Richard Prati--CEO and Chairman of American Technology Research--will be on "Squawk Box" to give the reasons why spammers are at it again in increasing numbers.
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Exclusively on cnbc.com’s homepage: the strategist talks with CNBC’s Becky Quick about wealth management, asset allocation and his market outlook for 2007.
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On our "Hidden Gems" segment on "Morning Call"--our guest will give Michelle Caruso-Cabrera 6 stock picks--3 for CNBC-TV and 3 for cnbc.com. Here are his picks for CNBC-TV: 1 --Kennametal (KMT) 2 -- Autoliv (ALV) 3 -- Aracruz (ARA)
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The hedge-fund manager and Web columnist talks about YouTube, Vista and the new tech boom with CNBC’s Bianna Golodryga, in an exclusive interview on cnbc.com’s home page.
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It's bonus time and it looks like it's going to be a very merry holiday season on Wall Street. CNBC's Charles Gasparino had the details in the Street Stories segment on "Power Lunch." Goldman Sachs is the apparent big winner. GS is the premier trading house and 50 executives will be receiving $25 million each as a Christmas bonus.
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Freeman tells CNBC's Carl Quintanilla why consumer confidence will soften and housing inventories will improve in 2007 in an interview only on cnbc.com’s home page.
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The Goldman Sachs strategist shares her predictions on the U.S. economy, the global markets and the top-performing sectors in an exclusive interview with CNBC's Maria Bartiromo on the cnbc.com home page.
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The chief investment officer and founder of PIMCO talks with CNBC's Steve Liesman about the economy, the Fed and the credit markets -- in an interview found only on cnbc.com’s home page.