Podcasts about saira malik

Stocks edge higher as the S&P 500 gains a high-profile new member: Coinbase. Phil Camporeale of J.P. Morgan breaks down the market action, while Supermicro's AI positioning draws fresh Wall Street attention—Raymond James' Simon Leopold explains his bullish call. CyberArk CEO Matt Cohen joins to discuss earnings, enterprise IT spend and security sector consolidation while Saira Malik of Nuveen shares where she's seeing new opportunity in equities and fixed income.   Our Bertha Coombs tracks UnitedHealth's rough day, Eamon Javers reports on the president's visit to Saudi Arabia alongside high-profile American CEOs. Plus, Michael Santoli's dashboard signals a return of risk-on sentiment and what it means for Coinbase to be added to the S&P 500 and Robert Frank spots cracks in the high-end art market. 

Alibaba's Joe Tsai raising the red flag on data centers – sending several stocks lower today. We drill down on the details and the sectors most impacted. Plus, Apple announced its dates for WWDC. We discuss what investors need to be watching from that event. And, Saira Malik from Nuveen breaks down her Q2 playbook and the pockets of opportunity she is seeing in the market right now. 

The mega caps in retreat lately and the momentum that sent stocks to new record highs just over a week ago is fading. Alger's Ankur Crawford and Virtus' Joe Terranova break down their current strategies. Plus, Sara Naison-Tarajano from Goldman Sachs tells us how she is navigating tariff uncertainty. And, Saira Malik from Nuveen reveals where she is finding opportunities outside of tech. 

Where is the post-election rally headed from here? Nuveen's Saira Malik breaks down her forecast and tells us where she is seeing opportunity right now. Plus, Notable Capital's Jeff Richards tells us how he is playing the tech space and where he's putting money to work right now. And, we explain what's at stake when Gap and Ross report results in Overtime. 

Today I discuss whether the current small cap stock rally may have some legs to it, or whether it's going to fizzle out within another four weeks. Citi's Scott Chronert and Nuveen's Saira Malik take opposing views and I react.  Related videos: Tech Stocks Fall! Rotation to Small, Mid Caps + Value? https://youtu.be/HUkIPYrLDqw The Stock Market ‘Great Rotation' To Small Caps! https://youtu.be/Blev9SyBfVI The Bull Case For Small Caps: Tom Lee + Goldman Sachs https://youtu.be/VTCaMcppLXM Referenced videos Small cap rally has some legs here, says Citi's Scott Chronert https://youtu.be/ksAsHwE73Vg Small cap rotation may last another four weeks, says Nuveen's Saira Malik https://youtu.be/JaotBEJtv4E Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Today I discuss whether the current small cap stock rally may have some legs to it, or whether it's going to fizzle out within another four weeks. Citi's Scott Chronert and Nuveen's Saira Malik take opposing views and I react.  Related videos: Tech Stocks Fall! Rotation to Small, Mid Caps + Value? https://youtu.be/HUkIPYrLDqw The Stock Market ‘Great Rotation' To Small Caps! https://youtu.be/Blev9SyBfVI The Bull Case For Small Caps: Tom Lee + Goldman Sachs https://youtu.be/VTCaMcppLXM Referenced videos Small cap rally has some legs here, says Citi's Scott Chronert https://youtu.be/ksAsHwE73Vg Small cap rotation may last another four weeks, says Nuveen's Saira Malik https://youtu.be/JaotBEJtv4E Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Stocks losing steam with losses accelerating into the close. Is this a midsummer squall to wash away excesses to refresh the bull market, or a more threatening change in the market weather?  Joe Terranova of Virtus Investment Partners, a CNBC Contributor, as well as BMO Strategist Brian Belski and Alicia Levine, BNY Wealth Head of Investment Strategy all join to break down the final moments of the trading day. Plus, Netflix falling as that company prepares to deliver results after-the-bell, on the heels of raised street expectations and numerous price target hikes. We discuss what to watch for when those numbers cross the tape. And, Nuveen's Saira Malik joins to discuss the big rotation of the year and where we go from here. 

Featuring: Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial. Saira Malik, CIO of Nuveen discusses the latest movers on the markets. Charlie Ripley, Senior Investment Strategist at Allianz Investment Management discusses his market outlook/strategy.   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions & Investments' "Most Influential Women in Institutional Investing" in 2023 and has been profiled in Barron's, which ranked her among the top 100 most influential women in U.S. finance. She was also named one of the LinkedIn "Top Voices in Finance". Saira holds a bachelor's degree in economics from Cal Poly in San Luis Obispo and a masters of finance from The University of Wisconsin-Madison. Lastly, she holds the CFA designation.Enjoy the episode!Support the show

 On this edition of Wall Street Week, Saira Malik, Nuveen CIO tells us about election risks to markets around the world. Sharmin Mossavar-Rahmani, Goldman SachsWealth Management Group CIO makes the case for overweight us equites. Robert Rubin, Former US Treasury Secretary tells us what we can learn from the factors that influenced the Clinton administration to balance the federal budget in the 1990s. Purnima Puri, HPS Investment Head of Liquid Credit tells us whether she expects credit markets to price in a recession.  See omnystudio.com/listener for privacy information.

Saira Malik is Chief Investment Officer at Nuveen, a TIAA company. She is an active voice on social media, regularly posting videos on LinkedIn containing market related and career related content. She recently celebrated her 20th anniversary at Nuveen. We start by exploring Saira's own background, which starts with her grandmother's determination to study medicine, even though that was not a typical route for women at that time. She succeeded and served as an inspiration for her granddaughter. Saira's own academic path was an unconventional one and we talk about that and the grit that enabled her to pursue a role in investing. We trace her early investment immersion and then her trajectory at Nuveen.  We discuss then investment beliefs, and the importance of breaking down barriers to promote better financial literacy and access. Saira's own approach to this is to deliver a prolific amount of bite-sized videos, newsletters, social-media posts and other content that serve to demystify the world of investing and ensure that it is accessible to more. We move then to discuss socio-economic mobility more generally, and the importance of investing in oneself. Leadership styles, mentorship, the power of networks and the importance of visibility – these are all themes that emerge in this rich conversation. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate.

Saira Malik is Chief Investment Officer at Nuveen, a TIAA company. She is an active voice on social media, regularly posting videos on LinkedIn containing market related and career related content. She recently celebrated her 20th anniversary at Nuveen. We start by exploring Saira's own background, which starts with her grandmother's determination to study medicine, even though that was not a typical route for women at that time. She succeeded and served as an inspiration for her granddaughter. Saira's own academic path was an unconventional one and we talk about that and the grit that enabled her to pursue a role in investing. We trace her early investment immersion and then her trajectory at Nuveen.  We discuss then investment beliefs, and the importance of breaking down barriers to promote better financial literacy and access. Saira's own approach to this is to deliver a prolific amount of bite-sized videos, newsletters, social-media posts and other content that serve to demystify the world of investing and ensure that it is accessible to more. We move then to discuss socio-economic mobility more generally, and the importance of investing in oneself. Leadership styles, mentorship, the power of networks and the importance of visibility – these are all themes that emerge in this rich conversation. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this edition of Wall Street Week, Peter Borish, Computer Trading CEO and Saira Malik, Nuveen CIO break down the better-than-expected inflation numbers this week. Daniel Senor, Author of "The Genius of Israel" dissects into the economic effects of the Israel-Hamas war. Tony James, Jefferson River Capital Chairman walks through the evolution of private market investing over the past 40 years,  and Lawrence H. Summers, Former Treasury Secretary lowers his expectations of a forthcoming recession.See omnystudio.com/listener for privacy information.

Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near levels where it is becoming disruptive. Saira Malik, Nuveen CIO, says the soft landing narrative is being challenged. Janet Henry, HSBC Global Chief Economist, says this is an unusual cycle. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Kristina Hooper, Invesco Chief Global Market Strategist & Saira Malik, Nuveen CIO discuss the likelihood of a soft landing ahead of the Fed's closely watched July decision. Dennis Arfa, Artist Group International Founder examines the effect Taylor Swift has had on the music business. Michael McKee, Bloomberg's International & Economic Policy Correspondent breaks down the impact the Fed's rate hikes have had on the dollar. Lawrence H. Summers, Former US Treasury Secretary and Steve Rattner, Willett Advisors CEO debate the distributional consequences of AI adoption, and Owen Thomas, Boston Properties CEO explains how office buildings are being repurposed.  See omnystudio.com/listener for privacy information.

Mark Attanasio, Managing Partner at Crescent Capital, shares investments that look attractive in this current economic and rate environment. Sheila Patel, Vice Chairman at B Capital, discusses venture capital investing. Steve Klinsky, CEO of New Mountain Capital, talks about private equity investing. And We Drive to the Close with Saira Malik, CIO at Nuveen. Host: Carol Massar. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Mark Attanasio, Managing Partner at Crescent Capital, shares investments that look attractive in this current economic and rate environment. Sheila Patel, Vice Chairman at B Capital, discusses venture capital investing. Steve Klinsky, CEO of New Mountain Capital, talks about private equity investing. And We Drive to the Close with Saira Malik, CIO at Nuveen. Host: Carol Massar. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Saira Malik, Nuveen CIO & Kristina Hooper, Invesco Chief Global Market Strategist on the week that was in the markets. Glenn Hubbard, Columbia School of Business Dean Emeritus and Professor of Finance and Economics takes us through the banking crisis and its impact on the economy. Sonja Gibbs, Head of Sustainable Finance at the Institute of International Finance discusses the cause and effect of zombie companies. And Former US Treasury Secretary Lawrence H. Summers explains why the economy is 'hard to read.' See omnystudio.com/listener for privacy information.

Wei Li, BlackRock Global Chief Investment Strategist, says equity markets are not appreciating the macro challenges ahead. David Page, AXA Investment Managers Head of Macro Research, thinks we could see an asynchronistic recession. Saira Malik, Nuveen Chief Investment Officer, explains why she thinks emerging markets look attractive. Ken Leon, CFRA Director of Equity Research, doesn't expect Goldman Sachs to be making any big acquisitions. See omnystudio.com/listener for privacy information.

Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Coinbase CEO Brian Armstrong. Doug Kass, Seabreeze Partners President, talks challenges outlined in his latest, ‘Surprises for 2023' note.  See omnystudio.com/listener for privacy information.

Join Reshma Kapadia, associate editor at Barron's, and Saira Malik, chief investment officer at Nuveen, for a continuation of a Barron's Level Up conversation on investing in turbulent times. They discuss the 2023 market outlook, what types of stocks investors should own next year, what to do with bond portfolios after this year's beating and ways to protect against inflation. 

Danny Blanchflower, Dartmouth College Professor of Economics and Former BOE Monetary Policy Committee Member, says UK markets are now in chaos. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the Bank of England's purchase of long-dated UK government bonds is a "quantitative conundrum." Alan Ruskin, Deutsche Bank Chief International Strategist, says the BOE's move places even more pressure on them at the front end of the curve. Saira Malik, Nuveen Chief Investment Officer, says that as long as the dollar and yields continue to move upward, investors need to brace themselves for more pain. See omnystudio.com/listener for privacy information.

On this episode, Saira Malik, Nuveen Chief Investment Officer and Jim McDonald, Northern Trust Chief Investment Strategist reflect on the week in the economy and the markets, BlackRock CIO of Global Fixed Income Rick Rieder discusses global challenges and opportunities for investors, and former US Treasury Secretary Larry Summers weighs in on the strength of the US dollar, the enduring influence of Queen Elizabeth and moreSee omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Representative French Hill, Republican from Arkansas, says the Fed has to focus on price stability. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Bloomberg Wealth," discusses his interview with Trian Group Founding Partner Nelson Peltz. See omnystudio.com/listener for privacy information.

Barron's Lauren Rublin and Nick Jasinski speak with Nuveen chief investment officer Saira Malik about the outlooks for stocks, bonds, and commodities in the U.S. and abroad. Malik oversees Nuveen's $1.3 trillion in assets under management and manages two portfolios: a $5 billion fund composed of 65 top ideas from Nuveen's analysts and the $139 billion CREF Stock strategy.

One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Saira Malik, Nuveen CIO & Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income wrap up a turbulent week in the markets. Tom Shapiro, GTIS Partners President & CIO talks about the health of the US housing market. Plus, Former U.S. Treasury Secretary Lawrence H. Summers weighs in on the possibility of a recession and more. See omnystudio.com/listener for privacy information.

April's job growth was strong and wage gains were solid, yet for some reason fewer Americans were working or looking for jobs than in March. Saira Malik, chief investment officer for Nuveen, Nela Richardson, chief economist at ADP, Austan Goolsbee, former CEA chairman and Booth School of Business professor, and Georgetown University's Nada Eissa react to the better-than-expected April jobs report. Peloton is targeting potential investors, including industry players and private equity firms, to take a stake in its business of around 15% to 20% according to The Wall Street Journal. Galaxy Digital CEO Mike Novogratz discussed the recent market sell-off, and the future of crypto. Plus, Boeing exits Chicago and Spotify makes a $50 Million investment after shares hit a record low.In this episode:Mike Novogratz, @novogratzNela Richardson, @NelaRichardsonAustan Goolsbee, @Austan_GoolsbeeAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie

One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Saira Malik, Nuveen CIO & Christopher Ailman, CalSTRS CIO wrap up the week in markets. Candace Browning, BofA Securities Head of Global Research talks about reaching net zero. Plus, Former U.S. Treasury Secretary Lawrence H. Summers weighs in on potential long-term economic consequences of the war in Ukraine. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com See omnystudio.com/listener for privacy information.

Jean Boivin, Head of the BlackRock Investment Institute, says this is a restart, not a recovery. Saira Malik, Nuveen Chief Investment Officer, says a hawkish Fed doesn't mean the end of the bull market. Torsten Slok, Apollo Management Chief Economist, says the soft landing the Fed is trying to engineer becomes less likely as the market prices in more hikes. Peter Trubowicz, London School of Economics Professor of International Relations, says Biden's handling of the situation between Russia and the Ukraine is far cry from Afghanistan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. Diego Mesa Puyo, Colombian Energy & Mines Minister, says we are headed for a commodity supercycle. Frances Donald, Manulife Global Chief Economist & Global Head of Macroeconomic Strategy, expects growth and inflation will decelerate materially in 2022. Saira Malik, Nuveen Global Equities CIO, says lays out the bull case for equities and her earnings outlook for next year. Dan Clifton, Strategas Head of Policy Research, says it's "Field of Dreams" week in Washington. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & Council on Foreign Relations Peter G. Peterson Chair, discusses how Afghanistan has shaped U.S. foreign policy from 9/11 to now. Alan Ruskin, Deutsche Bank Chief International Strategist, says inflation is one of the most elevated macro risks out there. Saira Malik, Nuveen Global Equities CIO, says there could be a buying opportunity as the market adjusts to tapering. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & Council on Foreign Relations Peter G. Peterson Chair, discusses how Afghanistan has shaped U.S. foreign policy from 9/11 to now. Alan Ruskin, Deutsche Bank Chief International Strategist, says inflation is one of the most elevated macro risks out there. Saira Malik, Nuveen Global Equities CIO, says there could be a buying opportunity as the market adjusts to tapering. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this month's Meet a Member podcast, we had the pleasure of speaking with Saira Malik, Chief Investment Officer for Nuveen's $420 billion Global Equity Division. Saira is a CFA charterholder and CFA Society San Francisco member. She is a frequent guest on many financial news programs such as CNBC, Bloomberg and Fox Business and has been ranked as one of the “Top 100 Most Influential Women in US Finance” by Barron's. Join us for this compelling discussion, where we discuss Saira's thoughts surrounding women in the industry and the importance of mentorship.

Ellen Wald, President of Transversal Consulting, discusses U.S. gas stations running dry and panic buying caused by the Colonial Pipeline hack. Dr. Jacob Becraft, CEO of Strand Therapeutics, explains his opposition to the U.S. waving rights to vaccine patents. And we Drive to the Close with Saira Malik, Head of Global Equities at Nuveen. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ellen Wald, President of Transversal Consulting, discusses U.S. gas stations running dry and panic buying caused by the Colonial Pipeline hack. Dr. Jacob Becraft, CEO of Strand Therapeutics, explains his opposition to the U.S. waving rights to vaccine patents. And we Drive to the Close with Saira Malik, Head of Global Equities at Nuveen. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Alyssa Rapp, CEO of Surgical Solutions, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Bloomberg News German Business Reporter Stefan Nicola talk about the story “Tesla Needs to Crack Europe's $360 Billion Corporate Car Market.” Peter Atwater, Adjunct Professor of Economics at William & Mary, discusses the outlook for a K-shaped economic recovery and government stimulus. And we Drive to the Close with Saira Malik, Chief Investment Officer of Global Equities at Nuveen. Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Gragnolati, CEO of Atlantic Health System, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Businessweek National Correspondent Josh Green talk about the story “Democrats Just Got the Digital Machine They Need to Keep Winning.” Bloomberg News Politics Editor Wendy Benjaminson shares her insight on President-elect Joe Biden announcing his economic team. And we Drive to the Close with Saira Malik, Head of Global Equities at Nuveen. Host: Carol Massar and Tim Stenovec. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

George Bory, Wells Fargo Securities Head of Fixed Income Research, says the current, positively-sloped U.S. yield curve is a good indicator for future economic growth. Yvonne Man, Bloomberg Daybreak Asia Anchor, says riot police are still in the streets in Hong Kong. Saira Malik, Nuveen Global Equities CIO, says China's economy will rebound if trade talks continue to make progress. Stephen Schork, Schork Group President, sees global oil demand peaking well before 2035. And Lakshman Achuthan, ECRI Co-Founder, says disruptive tech innovations can change the contour of the business cycle. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com