John Mowry
Portfolio manager at NFJ with a bullish view on China and Alibaba, speaking about cloud investments, dividends and valuation.
Best podcasts with John Mowry
Ranked by the Snipd community
13 snips
Oct 29, 2025 • 38min
Markets Get Nvidia Boost Ahead of Anticipated Fed Cut
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares insights on AI-driven earnings momentum fueling market optimism. Thomas Simons, Chief U.S. Economist at Jefferies, predicts a balanced labor market ahead of a key Fed decision, scrutinizing its implications on inflation. John Mowry, Chief Investment Officer at NFJ Investment Group, discusses the potential end of quantitative tightening and its effects on regional banks and international value opportunities, all while considering China's economic dynamics.
4 snips
Oct 29, 2025 • 3min
Single Best Idea with Tom Keene: Alicia Levine & John Mowrey
Alicia Levine, an equity markets strategist at BNY Wealth, shares insights on using forward earnings to guide investment decisions over the next 12-24 months. She highlights the importance of CapEx monetization in market valuation. Meanwhile, John Mowrey, a portfolio manager at NFJ, presents a bullish outlook on Alibaba's significant cloud and AI investments, likening it to a fusion of Amazon and NVIDIA. He discusses Alibaba’s transition from growth to value, emphasizing its attractive dividends and solid cash position.
