Bloomberg
Where GBH's Ives Is Seeing Opportunities in the Tech Sector
Jun.07 -- Activist hedge fund Jana Partners has named Facebook one of its top long positions. This despite Facebook facing another data scandal after revelations it shared information with four Chinese firms. And it reflects a bigger...
Bloomberg
RBA Doing the Right Thing, JPMorgan AM's Craig Says
Oct.01 -- Kerry Craig, global market strategist at JPMorgan Asset Management, talks about Reserve Bank of Australia policy and the implications for stocks. The central bank's chief reaffirmed his faith in monetary policy just hours after...
Bloomberg
Drahi Gets Investor Complaint Over Bid to Take Altice Private
Oct.07 -- Billionaire Patrick Drahi’s bid to take Altice Europe NV private has drawn objections from hedge fund Lucerne Capital. Pieter Taselaar, founding partner and portfolio manager at Lucerne Capital explains the issues with the bid...
Bloomberg
Bloomberg Intelligence's 'Equity Market Minute' 1/8/2020
Jan.08 -- Gina Martin Adams hosts this week's 'Equity Market Minute' by Bloomberg Intelligence.
Bloomberg
VW Plans Europe's Biggest Battery Push
Mar.16 -- Bernstein Global Automotive Research Head Arndt Ellinghorst speaks with Bloomberg's Alix Steel and Guy Johnson reacts to VW CEO Herbert Diess's interview with Bloomberg's Matt Miller and their VW's ambitious 2021 EV goals on...
Bloomberg
HSBC's Van Der Linde on Inflation Concerns
Apr.12 -- Herald Van Der Linde, HSBC Chief Asia Equity Strategist, discusses inflation fears and rising bond yields. He speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Analysts Keep Raising Targets for the S&P
May.04 -- Megan Greene of the Harvard Kennedy School and Brian Levitt of Invesco, talk about earnings, the latest market cycles and where they see growth in stocks on "Bloomberg The Open."
Bloomberg
Could See $3 Billion Unitranche By Year End: Churchill Asset Management's Schwimmer
Aug.24 -- Unitranche loans are getting bigger. As recently as 2019, a $1 billion unitranche loan would have been a blockbuster deal in the direct lending world. This year, the largest unitranche on record hit the market -- $2.6 billion...
Bloomberg
iCapital's Amoroso on Markets, Inflation
Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses her outlook for markets after US inflation decelerated in July by more than expected. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
KKR's McVey Says Investing Requires a New Playbook
Jul.19 -- Henry McVey, global head of macro and asset allocation at KKR, discusses details of his mid-year outlook, the secular shifts he sees in markets, and the impact of trade on global markets. He speaks with Bloomberg's Erik...
Bloomberg
Zoe Financial CEO Sees More Earnings Pain to Come
Jan.08 -- Andres Garcia Amaya, founder and chief executive officer at Zoe Financial, and Peter Cecchini, chief market strategist at Cantor Fitzgerald, discuss earnings expectations. They speak with Bloomberg's Jonathan Ferro on...
Bloomberg
Clime Investment's Walker Sees Low Single-Digit Growth for Australia Banks
Nov.18 -- David Walker, senior analyst and portfolio manager at Clime Investment Management, discusses the hearings on Australia banking misconduct and his outlook for banks. He speaks on "Bloomberg Daybreak: Australia."
Bloomberg
Risk Assets to Outperform in 2020: BNP Paribas
Dec.24 -- Daniel Morris, senior investment strategist at BNP Paribas Asset Management, discusses the outlook for the global economy and asset allocation in 2020. He speaks on "Bloomberg Surveillance."
Bloomberg
Looking to Allocate in Japan Right Now: Plurimi Wealth’s CIO
Nov.27 -- Patrick Armstrong, chief investment officer at Plurimi Wealth, discusses his investment strategy and where he’s seeing opportunity. He speaks on “Bloomberg Daybreak: Europe.”
Bloomberg
Bloomberg Intelligence's 'Equity Market Minute' 2/26/2020
Feb.26 -- Gina Martin Adams hosts this week's 'Equity Market Minute' by Bloomberg Intelligence.
Bloomberg
Equity Multiples Will Go Beyond Previous Levels, UBS Says
Aug.13 -- Mark Andersen, co-head of global asset allocation at UBS, discusses equity valuations, the U.S. economy and gold prices in an interview on "Bloomberg Surveillance."
Bloomberg
Cyclical, Value Stocks May Gain as Virus Fears Wane: UBS
May.25 -- UBS Wealth Management has been looking at data which it says shows fears of a second wave of coronavirus infections may be overdone, a scenario which Chief Investment Officer Mark Haefele says will be positive for certain...
Bloomberg
Services Will Be a Big Driver for Apple:Keith Gangl
Jan.27 -- Apple shares fell after a cautious outlook from executives overshadowed quarterly revenue that topped $100 billion for the first time. Meanwhile, Tesla reported lower-than-expected profit and record revenue, mixed results that...
Bloomberg
GE Breakup Will Attract More Pure-Play Investors: CEO Culp
General Electric Chairman and CEO Larry Culp discusses the factors behind the decision to split the conglomerate into three separate companies��on "Balance of Power.
Bloomberg
Should Traders Be Paying Attention to the Taper Conversation?
Lori Calvasina of RBC Capital Markets, Tobias Levkovich, Citi chief U.S. equity strategist, and Erin Browne, Pimco multi-asset strategy portfolio manager, talk about plans by the Federal Reserve to cut back on asset purchases. They...
Bloomberg
BNY Mellon's Levine on U.S. Bonds and Equities
"Bloomberg Markets: Americas" with Alix Steel and Guy Johnson welcomed Alicia Levine, Head of Equities, Capital Markets Advisory at BNY Mellon Wealth Management to discuss the future of the Federal Reserve and more, saying liquidity in...
Bloomberg
Envestnet Co-CIO on Market Outlook
Dana D'Auria, Co-CIO of Envestnet, discusses her outlook for markets and Fed policy. She speaks with Shery Ahn and Haidi Stroud-Watts on 'Bloomberg Daybreak: Australia'.
Bloomberg
Anand Rathi Wealth on India Markets, Economy
Feroze Azeez, Deputy CEO at Anand Rathi Wealth, discusses his outlook for India's markets and economy. He speaks with David Ingles and Haslinda Amin on "Bloomberg Markets Asia".
Bloomberg
The Fed Is Not Going to Pivot, Morgan Stanley's Wilson Says
Mike Wilson, Morgan Stanley chief US equity strategist and CIO, says the Federal Reserve will not pivot and he says most average investors are realistic about the Fed. He speaks on "Bloomberg The Open."