Investing

A recession is all but inevitable for the U.S. and investors should be playing defense in that kind of environment, according to the head of the TCW Group. “We are going to have a recession, because that’s the way the world works,” Katie Koch, CEO of the firm with $210 billion under management, said Thursday

Blackstone, the biggest owner of commercial real estate in the world, is placing its bets on the student housing rental market as demand surges worldwide. “Student housing is, I think where the opportunity is most specifically generating a lot of strong cash for us and our investors,” as universities seek more accommodations to satisfy growing

In this article US10Y Follow your favorite stocksCREATE FREE ACCOUNT Bill Gross, Portfolio Manager, Janus Capital Group Lucy Nicholson | Reuters Widely followed investor Bill Gross believes Treasury yields have the potential to shoot even higher in the short run. “I think we’re gonna go to five [percent],” Gross said on CNBC’s “Last Call” Tuesday,

In this article FDX PINS CRM ADBE MSFT Follow your favorite stocksCREATE FREE ACCOUNT Shantanu Narayen, CEO, Adobe. Mark Neuling | CNBC Investors are grappling with uncertainty after a difficult September left the major averages reeling. However, the current scenario also offers an opportunity to pick stocks that could generate attractive returns despite short-term pressures.

Bill Ackman, Pershing Square Capital Management CEO, speaking at the Delivering Alpha conference in NYC on Sept. 28th, 2023. Adam Jeffery | CNBC Billionaire investor Bill Ackman would “absolutely” do a deal with X, the social platform previously known as Twitter, with his newly approved investment vehicle, Ackman told The Wall Street Journal in a story

In this article AZTA Follow your favorite stocksCREATE FREE ACCOUNT Choja | E+ | Getty Images Company: Azenta (AZTA) Business: Azenta is a life sciences company that operates through two segments. First, there’s the life sciences products division, which offers automated cold sample management systems for compound and biological sample storage, equipment for sample preparation

Bill Ackman, Pershing Square Capital Management CEO, speaking at the Delivering Alpha conference in NYC on Sept. 28th, 2023. Adam Jeffery | CNBC Billionaire investor Bill Ackman said Friday that U.S. regulators have approved his unique special purpose acquisition company structure, and he’s ready to hunt for a deal. Investors in Ackman’s unfruitful SPAC, known as

In this article NVDA MSFT META Follow your favorite stocksCREATE FREE ACCOUNT Brad Gerstner, Altimeter Founder & CEO, speaking at the Delivering Alpha conference in NYC on Sept. 28th, 2023. Adam Jeffery | CNBC Altimeter Capital Chair and CEO Brad Gerstner is massively bullish on artificial intelligence, saying the power of the advanced technology could

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, September 26, 2023. Brendan McDermid | Reuters A majority of Wall Street investors didn’t take solace in stocks’ 2023 gains, thinking the market could retreat further as risk for a recession creeps up, according to the new CNBC Delivering Alpha investor

In this article AVGO PEG SO CVX BMY Follow your favorite stocksCREATE FREE ACCOUNT Michael Wirth, CEO of Chevron. Adam Jeffery | CNBC Dividend-paying stocks can help enhance portfolio returns, but investors will need to perform their due diligence as they sift through the names. Investors should carefully assess these companies by paying attention to

CrowdStrike IPO at the Nasdaq exchange June 12, 2019. Source: Nasdaq While macro uncertainty continues to distract investors, it is prudent to focus on companies that are well-positioned to navigate challenges with their solid execution and deliver attractive growth over the long term by capitalizing on secular trends.  Here are five such stocks chosen by

Ray Dalio speaks during the 2023 Forbes Iconoclast Summit at Pier 60 on June 12, 2023 in New York City.  Taylor Hill | GGetty Images U.S. billionaire Ray Dalio says new investors should have a diversified portfolio as economic and geopolitical headwinds persist. “I would like to have diversification, because what I don’t know is

In this article CTLT Follow your favorite stocksCREATE FREE ACCOUNT Rows of glass vials in a biologics laboratory in Sweden. Photographer: Mikael Sjoberg/Bloomberg Bloomberg Creative | Bloomberg Creative Photos | Getty Images Company: Catalent (CTLT) Business: Catalent develops and manufactures solutions for drugs, protein-based biologics, cell and gene therapies, and consumer health products worldwide. The

Ray Dalio, billionaire and founder of Bridgewater Associates LP, speaks during the Milken Institute Conference Bloomberg | Bloomberg | Getty Images As concerns mount over rising interest rates and inflation levels, billionaire investor Ray Dalio says he prefers to hold cash for now, not bonds. “I don’t want to own debt, you know, bonds and

In this article WMT DELL HAS MDT VZ Follow your favorite stocksCREATE FREE ACCOUNT Verizon CEO Hans Vestberg on the floor at the New York Stock Exchange (NYSE) in New York, U.S., October 22, 2019. Brendan McDermid When markets get choppy, dividends offer investors’ portfolios some cushioning in the form of income. Dividends provide a

In this article BLMN Follow your favorite stocksCREATE FREE ACCOUNT An Outback Steakhouse truck sits parked outside a restaurant in New York. Daniel Acker | Bloomberg | Getty Images Company: Bloomin’ Brands (BLMN) Business: Bloomin’ Brands owns and operates casual, upscale casual and fine dining restaurants in the United States and internationally. Its restaurant portfolio

In this article CHEF INTU PANW MRVL NVDA PANW MRVL NVDA Follow your favorite stocksCREATE FREE ACCOUNT The logo of Nvidia at its corporate headquarters in Santa Clara, California, May 2022. Nvidia | via Reuters The macro backdrop is looking challenging as September begins, but analysts have highlighted several stocks that they feel confident about

(Click here to subscribe to the Delivering Alpha newsletter.) “It’s very difficult to buy a sports team and lose money,” Carlyle Co-Founder David Rubenstein recently said in an interview for a CNBC podcast.  Historically, that purported upside has only been enjoyed by the wealthiest of the wealthy. But most major U.S. sport leagues have – just within the last

Warren Buffett, Chairman and CEO of Berkshire Hathaway. David A. Grogan | CNBC Warren Buffett took control of Berkshire Hathaway in 1965, and nearly six decades later as the “Oracle of Omaha” turned 93 Wednesday, his conglomerate is stronger today than it’s ever been. Berkshire shares have roared back to an all-time high on record

In this article MSFT AAPL EIX CVX Follow your favorite stocksCREATE FREE ACCOUNT Prasit photo | Moment | Getty Images When Hannah Cohen invests in a stock or fund, one thing she looks for is if the mission aligns with her personal values. For example, the 25-year-old data consultant has invested in funds like the