John Mowrey, CIO of NFJ Investment Group, recently shared insights on the current market climate in an interview on ‘Squawk Box.’ He emphasized the persistent volatility affecting the markets and how recent trends demonstrate shifts in investor confidence.

Mowrey pointed out that semiconductor stocks have taken a hit, impacting broader market sentiment. He also discussed the potential for future volatility driven by external factors such as geopolitical events and economic indicators.

The discussion provided an in-depth look into investing strategies, particularly regarding Chinese equities, which could offer opportunities amidst market fluctuations.