Bloomberg
Rates to Keep Rising or Stay Elevated, Says BofA's Cabana
Mark Cabana, head of US rates strategy at Bank of America Securities, discusses the US Treasury's upcoming quarterly refunding auctions totaling $112 billion. He speaks with Tom Keene on "Bloomberg Surveillance."
Bloomberg
Richards Says Defaults, Downgrades Will Ramp Up
The strain on highly levered companies is going to continue through the next two quarters amid the current higher-for-longer rate environment, according to Bruce Richards, chief executive officer of Marathon Asset Management. Richards,...
Bloomberg
Small Caps 'Taking Brunt of the Pain' From Yields: RBC's Calvasina
Lori Calvasina, head of US equity strategy at RBC Capital Markets, discusses the damage done to small cap stocks from the increase in the 10-year yield and says most small cap sectors "look cheap relative to their large cap...
Bloomberg
Why Federated Hermes Is 'Legging in' to Large-Cap Growth
Stephen Auth, equities chief investment officer at Federated Hermes, says he "broadly" sees a market buying opportunity here as stocks are "still really in a bear market." He speaks on "Bloomberg Surveillance."
Bloomberg
Morgan Stanley's Shalett Says, 'This Is a Trader's Market'
Lisa Shalett, CIO at Morgan Stanley Wealth Management, expects stocks to continue to trade "in this bear market range" until the middle of next year. She speaks with Lisa Abramowicz on "Bloomberg Surveillance."
Bloomberg
Keeping Powder Dry Right Now Is Not a Crime: State Street's Loh
Marvin Loh, senior global macro strategist at State Street, says "I love bills, two-years feel pretty good to me at this point," as he discusses diversifying your portfolio on "Bloomberg Surveillance."
Bloomberg
Money Undercover: The Challenges Facing Private Equity
Simona Maellare, UBS global co-head of the Alternative Capital Group, says private equity today is "not a growth asset class." She talks about the challenges facing the industry on "Money Undercover" with Lisa Abramowicz.
Bloomberg
Have to Question Treasuries as a Safe Haven Asset: Principal's Shah
"It's difficult to say with great conviction that today Treasuries are a safe haven," says Seema Shah, chief global strategist at Principal Asset Management, as she sees many forces buffeting the bond space. She speaks on "Bloomberg...
Bloomberg
LarrainVial Corredora de Bolsa CEO on LatAm
Andres Trivelli, CEO at LarrainVial Corredora de Bolsa, discusses the investment opportunities in Latin America and the company's growth plans in the US. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Australia".
Bloomberg
Cash Is Really a Trap Here, Says JPMorgan's David Kelly
David Kelly, chief global markets strategist at JPMorgan Asset Management, makes the case against investors staying in cash in the current environment. He speaks with Guy Johnson on "Bloomberg Markets."
Bloomberg
Bonds Remain Attractive Here, Says Pimco's Sundstrom
Geraldine Sundstrom, managing director and portfolio manager at Pacific Investment Management Co. (Pimco), says, "it feels like something safe," as she explains why bonds and bond yields remain attractive. She speaks on "The Pulse With...
Bloomberg
Oliver Wyman's Simpfendorfer on China's Belt and Road Forum
Ben Simpfendorfer, Partner at Oliver Wyman, discusses his expectations from China's Belt and Road forum as it gets underway in Beijing. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
Muni Sales Poised for Rebound: Baird's Fitterer
Lyle Fitterer, co-lead for the municipal sector and senior portfolio manager at Baird Advisors, says he expects money to flow back into munis. He speaks with Katie Greifeld and Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
Principal's Shah Makes the Case for Diversification
Principal Asset Management Chief Strategist Seema Shah says the markets should still be concerned about Treasury issuance and the federal deficit. Speaking on "Bloomberg Markets: European Close," Shah adds that the macro backdrop for...
Bloomberg
BlackRock's Rosenberg Makes the Case for Buying Bonds
"The front end of the curve is really starting to get to levels that are much more attractive," says Jeffrey Rosenberg, systemic multi-strategy fund portfolio manager at BlackRock, as he makes the case for buying bonds following the US...
Bloomberg
KKR's Stavros Says It's a Great Time to Be a PE Investor
Peter Stavros, KKR's co-head of global private equity, explains why it is a good time to be invested in the private equity market. Speaking with Sonali Basak in New York, Stavros also comments on the state of the US labor market.
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Bloomberg
Moore Traders Spin Out Hedge Fund to Bet on Inflation
A group of traders from Moore Capital Management are starting their own $3 billion hedge fund with backing from billionaire Louis Bacon's investment firm. Sonali Basak reports on Bloomberg Television.
Bloomberg
Bonds Still Have a Role as a Source of Yield: Schroders
Johanna Kyrklund, global head of multi-asset investment at Schroders, says investors are "going back to the old reason for owning bonds, which is for income." She speaks on "The Pulse With Francine Lacqua."
Bloomberg
Bill Gross: Merger Arbitrage Becoming More Attractive
Pimco co-founder Bill Gross explains why he sees M&A arbitrage becoming a more attractive investment opportunity compared to the equity market during an interview with Katie Greifeld and Romaine Bostick on "Bloomberg Markets: The...
Bloomberg
Why Muni Bond Trading Volume Is Skyrocketing
Stephanie Larosiliere, Invesco's head of municipal business strategies, says the fundamentals in the municipal bond market are strong despite the looming threat of a federal government shutdown. She speaks with Katie Greifeld and Romaine...
Bloomberg
Gross: Bond Vigilantes Spooked, Causing Oversold Market
Pimco co-founder Bill Gross says a 5% yield on the 10-year Treasury is a "decent, not great" value. He speaks during an interview with Katie Greifeld and Romaine Bostick on "Bloomberg Markets: The Close."
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Bloomberg
US 10-Year Looks 20, 30 Bps Overvalued: JPM's Peters
Grace Peters, head EMEA investment strategist at JPMorgan Private Bank, finds the US 10-Year Treasury overvalued on the short term as she examines market pricing of monetary policy and interest rates. She speaks on "The Pulse With...
Bloomberg
Howard Marks: You Can Get Equity Type Returns on Credit Instruments
Oaktree Capital Management co-Chairman and co-Founder Howard Marks predicts investors will transition towards fixed income assets due to increasing interest rates. This episode of "Bloomberg Wealth with David Rubenstein" was recorded...
Bloomberg
Howard Marks Sees Rates Between 2% and 4%
Oaktree Capital Management co-Chairman and co-Founder Howard Marks talks how he expects interest rates to stay relatively high for the foreseeable future and why he wants the Federal Reserve get to a more "neutral position." This episode...