Here are the top investment ideas from the 'Next Wave' panel at the Sohn Investment Conference in New York.
. Smith described Cabot as a preeminent player in the Marcellus Shale region of New York, one of the biggest and most prolific sources of natural gas in the country. The manager said that about one-third of all natural gas from the U.S. is generated in Marcellus.
Deep Basin's upside scenario for the stock puts it in mid-$40 range — it opened at $25.15 Monday — with downside risk to low-$20 range. His base case puts in the stock in the mid-$30 range.Central to Athanor's thesis are expectations for Brazilian monetary policy. Thiara said that markets are pricing in one of the most aggressive hiking cycles in the country's history, implying that the Brazilian real could be overvalued despite the unlikelihood of a tightening regimen.
Thiara said that low inflation and a wobbly economy better justify monetary easing in Brazil instead of the expected tightening. The fund manager also reiterated claims that Brazil President Jair Bolsonaro is like U.S. President Donald Trump, a fan of lower rates who could spark pressure to cut borrowing costs.
The manager said that barring early success in China, Treasury is now facing a variety of counterfeit offerings in China as well as price pressure as sales pivot toward e-commerce.
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