Latest news with #SeymourAssetManagement
CNBC
2 days ago
- Business
- CNBC
Tim Seymour: Early in a international market bull cycle underpinned by fundamentals
Tim Seymour, Seymour Asset Management CIO, joins 'Power Lunch' to discuss the world's equity performance, if it's a one-year phenomenon and much more.
CNBC
24-06-2025
- Business
- CNBC
Tim Seymour reveals global 'Mag 7' for U.S. investors as international markets outperform
With international markets starting to catch up to U.S. stocks, it's time now for investors to take a look at a global version of the popular Magnificent 7 portfolio, according to Tim Seymour of Seymour Asset Management, who has been investing internationally for three decades. "Big thematic, secular trends that have been exciting ... there's opportunity globally and the opportunities in some of these names are [at] significant discounts," said Seymour in a special PRO Download interview for CNBC PRO with me. These stocks trade in the U.S. so they are as easy to play for domestic investors as the regular Magnificent 7 names like Nvidia and Amazon . (See full video above for comments and stock picks.) While the U.S. benchmark S & P 500 has turned around earlier losses to put up a 3% gain so far this year, most major global markets are doing even better in 2025 after many years of underperformance. The Euro Stoxx 50 , the FTSE 100 in the UK and Germany's DAX are all handily topping the S & P 500. Seymour thinks there are several structural things that are becoming tailwinds for international markets, including valuations of U.S. tech stocks vs. their global counterparts, foreign investor flows starting to favor home markets over the U.S. and, perhaps most importantly, an embrace of deficit spending in countries such as Germany. "There's a group of global Mag 7s out there, too, that I think finally are getting a little more attention and some of this is a function of the same big picture thematic trends around AI and data centers," said Seymour, adding that his global version of the popular trade also contains some stocks outside of tech. Here are his global Mag 7 names: " SAP is not only a software play on AI but it also is on data center and security," said Seymour. "This is a combination of CrowdStrike and Salesforce; before those companies were even established SAP's been a global leader." On top of those seven, Seymour also mentioned Siemens positively. The Fast Money trader also discussed: Why the stock and oil markets have shrugged off the Iran bombings this week. It's all about the energy infrastructure and whether that stays intact Why his view is not anti-U.S. and how the country will keep its reserve currency status. Long overdue deregulation in Europe opening up an opportunity in banks like Barclays. Why the time is now for global markets to outperform the U.S.
CNBC
24-06-2025
- Business
- CNBC
Korea, India, Vietnam stand out as Asia's top growth plays
Frederic Neumann Chief Asia Economist & Co-Head of Global Research, Asia at HSBC and Tim Seymour CIO at Seymour Asset Management see EM as undervalued, with Korea, India, Vietnam standing out. China tech, like Alibaba and Tencent, remains attractive despite tensions.
CNBC
08-05-2025
- Business
- CNBC
Seymour: Uncertainty has made international investing more interesting
Tim Seymour, founder of Seymour Asset Management, says global uncertainty has boosted international investing, with strong opportunities in India, Japan, and select Chinese tech stocks like Alibaba.
Khaleej Times
01-04-2025
- Business
- Khaleej Times
Investors pour record $11 billion into Europe ETFs to 'Make Europe Great Again'
US investors poured a record $10.6 billion into exchange-traded funds focused on European stocks in the first quarter, seven times the inflows recorded a year earlier, according to data from BlackRock. As US President Donald Trump's tariffs and economic policies fuel uncertainty across markets, European equities have emerged as a bright spot. Tim Seymour, founder and chief investment officer of Seymour Asset Management, dubbed the burgeoning trend Make Europe Great Again, or MEGA. The resurgent interest in European ETFs reflects a sharp reversal in sentiment. Since Russia's invasion of Ukraine in February 2022, the funds had seen net outflows of $6.4 billion. "It's a really massive swing," said Kristy Akullian, head of iShares Investment Strategy at BlackRock. In three of the last five calendar years, investors steered money out of European ETFs that trade in US markets and into domestic funds, especially dominant technology stocks like Nvidia, whose valuations remain elevated. "It's not that anyone is going to dump all their U.S. stocks, but they're rediscovering international stocks, and Europe in particular, for the first time in more than a decade," said Seymour, who is also a portfolio manager of the Amplify International Enhanced Dividend ETF. The breakout for Europe is different from others in recent years, he added. "Europe is deregulating at a faster clip than the US is, the German fiscal announcements were historic," Seymour said, citing the massive spending plans of Friedrich Merz, leader of Germany's conservatives and its likely future chancellor. BlackRock's Akullian said the iShares MSCI Germany ETF has seen more than $1 billion of net inflows so far this year, doubling the fund's total assets under management. That marked a record for the 29-year-old ETF, she said. Defence stocks in particular have drawn investor interest this year, given calls by European leaders for boosting their militaries. The Select STOXX Europe Aerospace Defense ETF has attracted $469 million in assets this year, bringing total assets to $476 million, after it launched last October. "There is quite a bit of genuine enthusiasm around what's happening in Europe," said Ronald Temple, chief market strategist for Lazard's financial advisory and asset management businesses. U.S. policy moves may have "jolted Europe out of its paralysis", he said. Some warned the rally may run out of steam. "For this to be more than just a tactical trade, we need to see follow-through, for earnings growth in Europe to really pick up," said Akullian. Not all European countries are benefiting from the optimism. ETFs that invest in British stocks, such as the iShares MSCI United Kingdom, continue to see net outflows.
