Bloomberg
BlackRock Sees Banking Woes Boosting Bond Risk Premiums
Amanda Lynam, head of macro credit research at BlackRock Financial Management, says the firm is closely watching for "opportunities" in the US debt market, saying, "we want to stay somewhat defensive and really wait for that rebuild of...
Bloomberg
EDP CEO Says Europe Isn't Investing Enough in Renewable Energy
EDP-Energias de Portugal CEO Miguel Stilwell de Andrade says the Biden administration's Inflation Reduction Act should be a signal to the EU's member states they aren't investing enough in renewable energy. "We should be investing at...
Bloomberg
Hedge Funds Unwind Short Bets and Go Long Treasuries
The scramble by hedge funds to dump short positions helped drive two-year yields down around 100 basis points from a March 8 peak above 5% as traders lean toward further gains in the world's biggest bond. Valerie Tytel explains on...
Bloomberg
Equities All About Quality, Boring Metrics: JPM's Gimber
Hugh Gimber, global market strategist at JPMorgan Asset management, says he's nervous about the strength in equities as interest rate cuts are coming for the wrong reasons. He speaks with Dani Burger on "Bloomberg Surveillance Early...
Bloomberg
Tapping In to China's Pension Market
It is a market that could grow to be worth $1.7 trillion, but when it comes to private pension plans in China, big global firms may struggle to get a slice of that pie. Beijing has ensured that domestic banks and fund managers win the...
Bloomberg
NBA's Antetokounmpo Teams Up With Calamos for ETF
NBA superstar Giannis Antetokounmpo and Calamos CEO John Koudounis discusses why they have partnered on an ESG-themed exchange-traded fund. They speak on "Bloomberg Markets: The Close."
Bloomberg
Equities Risk Reward 'Not Necessarily Fantastic': UBS
Mark Haefele, chief investment officer at UBS Global Wealth Management, explains why his firm increasing allocation to fixed income over equities amid the fallout from banking issues. He speaks with Dani Burger on "Bloomberg Surveillance...
Bloomberg
Cash Remains an Incredible Alternative Investment: Loh
Marvin Loh, senior global macro strategist at State Street, discusses his outlook for interest rates, how he's positioning portfolios in the current rate environment and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Eclipse Bets on Real-World Startups
Eclipse Founding Partner Lior Susan joins Ed Ludlow and Caroline Hyde in an exclusive interview to discuss how the Silicon Valley investment firm raised $1.2 billion for two new funds, both dedicated to backing startups trying to...
Bloomberg
Private Markets' Appetite for Tech
Fidelity Investments Head of Global Private Equity Investments Karin Fronczke joins Ed Ludlow and Caroline Hyde to discuss the appetite in tech for investment rounds and IPOs, how the firm looks for opportunities, and outlook on the...
Bloomberg
How the SVB Fallout Impacted Atomic Invest
Atomic Invest CEO David Dindi discusses money flows in the wake of the collapse of Silicon Valley Bank. He joins Bloomberg's Matt Miller and Dani Burger on "Surveillance: Early Edition."
Bloomberg
Muni Issuance Low Amid Strong Demand: Thornburg's Lando
Thornburg Investment Management Portfolio Manager Eve Lando says municipal bond issuance has been a bit lower than expected amid demand that is "quite strong." She speaks with Katie Greifeld and Romaine Bostick on "Bloomberg Markets: The...
Bloomberg
FOMO Is Back in Markets, Says iCapital's Amoroso
Anastasia Amoroso, chief investment strategist at iCapital, says investors have had time on their side to prepare their portfolios for a recession as she sees a return to the "fear or missing out" in markets. She speaks on "Bloomberg...
Bloomberg
Index Ventures Views AI as the Next Big Thing
Index Ventures General Partner Mike Volpi joins Ed Ludlow and Caroline Hyde to discuss why the firm views AI as a platform shift akin to mobile a decade and a half ago. Volpi also shares his thoughts on global investment opportunities.
Bloomberg
Muni Bonds Poised to Do Really Well: Neuberger's Iselin
Jamie Iselin, Neuberger Berman's head of municipal fixed income, explains why he thinks muni bonds are attractive right now on "Bloomberg Markets: The Close."
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Bloomberg
Morgan Stanley Sees Liquidity-Related Tension in Banking
Vishy Tirupattur, chief fixed income strategist at Morgan Stanley, says, "we will not be so confident that the challenges from March in the banking sector are behind us," as he sees lingering tension related to liquidity. He speaks on...
Bloomberg
Hedge Funds Go All In on US Dollar
Hedge funds are betting the longest stretch of weekly declines in almost three years for the US dollar is about to reverse after investors ramped up pricing for Federal Reserve rate cuts to extreme levels. Kriti Gupta and Bloomberg...
Bloomberg
Norway's Sovereign Wealth Fund Returns 5.9% in Quarter
Norway Sovereign Wealth Fund Deputy CEO Trond Grande discusses the fund's returns of $84 billion in the first quarter on "Bloomberg Surveillance Early Edition."
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Bloomberg
Bank Crisis to Cause Systemic 'Ripples': Morgan Stanley
Morgan Stanley Wealth Management CIO Lisa Shalett comments on what a credit contraction might mean for the US economy during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Fed Pause Could Be 'Very Big Mistake': Morgan Stanley
Morgan Stanley Wealth Management CIO Lisa Shalett says a Federal Reserve rate hike in May "remains to be seen" and first-quarter earnings are "highly unlikely" to be the trough in earnings during an interview with Jonathan Ferro on...
Bloomberg
Market 'Extraordinarily Glass Half-Full': Morgan Stanley
Morgan Stanley Wealth Management CIO Lisa Shalett says she sees a "dangerous combination" facing US markets during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Comeback of the Billion-Dollar Hedge Fund Startups
The biggest new hedge funds are raising more money, with at least four new firms poised to eclipse $1 billion by year-end, collectively bringing in at least $6.5 billion from investors. Hema Parmar reports on Bloomberg...
Bloomberg
Wells Fargo's Han Expects 10% Market Correction
"The market has gotten a little ahead of itself and that's going to need a correction," Wells Fargo Securities Equity Strategist Anna Han says during an interview on "Bloomberg Markets: The Close." Han also says she expects the Federal...
Bloomberg
Investors Need to Take Caution in Positioning: Ng
"We are going through a period of a fair amount of uncertainty," says Kheng Siang Ng, APAC head of fixed income at State Street Global Advisors. Because of that, he says, "investors need to take a fair bit of caution in positioning." He...