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
Inflation Coming Down, Low Growth Ahead: Pimco's Browne
Erin Browne, Pimco portfolio manager for multi-asset strategies, says she expects additional financial condition tightening through next year during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
JPMorgan AM's Laskowitz on Long-term Multi-asset Outlook
Jed Laskowitz, CIO & Global Head of Asset Management Solutions at JPMorgan Asset Management, takes a look at the next 10 to 15 years for multi-asset investments. He discusses his outlook with David Ingles and Haidi Stroud-Watts on...
Bloomberg
Monchau: Gold Seems To Be Only Hedge
Charles-Henry Monchau, CIO of Banque Syz, says the Israel-Hamas conflict has highlighted that US Treasuries are no longer the portfolio buffer they used to be and that gold seems to be the only hedge. He speaks with Yousef Gamal El-Din...
Bloomberg
Saxo's Wong on US Treasuries
Redmond Wong, Market Strategist Greater China at Saxo, discusses US treasuries markets and China recovery. He speaks with Rishaad Salamat and Yvonne Man on "Bloomberg Markets: China Open".
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
BofA CEO Moynihan Says Fed Has Won Battle of Consumer
Bank of America CEO Brian Moynihan says consumers are moving from cash into the market and spending less on credit and debit cards. He speaks during an interview with David Westin on "Wall Street Week Daily."
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Bloomberg
Markets Can Rise Regardless of Mideast War: Julius Baer
"I'm sure that the headlines will remain a very unpleasant for some time to come. But I also think that markets can go up regardless." Mark Matthews, head of Asia research at Julius Baer, talks about the market implications of the...
Bloomberg
Mahajan: Markets Holding in There
Mona Mahajan, Edward Jones Senior Investment Strategist explains the appeal of Treasuries this week and why the Fed might pause its tightening cycle.
Bloomberg
Fleming: Investors Have a Hard Time Measuring Geopolitical Risk
Gregory Fleming, Rockefeller Capital CEO tells us why investors have a hard time measuring geopolitical risk and explains why inflation is his main concern right now.
Bloomberg
Ray Dalio Says Returns Make Cash 'Relatively Attractive'
Bridgewater Associates founder Ray Dalio says cash has a "relatively attractive appeal" now, a shift from his previous "cash is trash" stance. "When you look at the expected returns for this moment, cash is a relatively attractive asset...
Bloomberg
There Are High Absolute Yields in Muni Market: Barber
Ben Barber, Franklin Templeton fixed income director of municipal bonds, says there are high absolute yields in today's muni market. He's on "Bloomberg Markets: The Close."
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Bloomberg
Stocks are More Expensive Than Cash: Clissold
Ed Clissold, Ned Davis Research Chief US Strategist discusses the relation between the stock market and bond market. He speaks with Katie Greifeld on Bloomberg Markets: The Close.
Bloomberg
SBB Gets $720 Million Cash Boost in Brookfield Deal
Struggling Swedish landlord SBB took a major step toward stabilizing its finances after agreeing to cede control in a portfolio of school buildings to Canada's Brookfield Asset Management. Charles Daly reports on Bloomberg Television.
Bloomberg
Kraus: Fed Will Not Consciously Break the Economy
Peter Kraus, Aperture Investors Chairman & CEO and Sarah Ketterer, Causeway Capital CEO discuss why the Fed's plan to hold rates higher for longer is causing tremors in markets.
Bloomberg
Dowding Says the Japanese Yen Is a Cheap Currency
RBC BlueBay Asset Management CIO Mark Dowding says a policy change in Japan is coming. He spoke with Dani Burger and Manus Cranny on "Bloomberg Brief."
Bloomberg
StoneX's Rooney Vera on US Markets
Kathryn Rooney Vera, Chief Market Strategist at StoneX, discusses her outlook and investment strategies for US markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
JPMorgan Asset Management: 'Neutral' Equities, 'Overweight' Duration
Sylvia Sheng, global multi-asset strategist at JPMorgan Asset Management, discusses central banks' policies and the outlook for financial markets and the opportunities she sees. She speaks with David Ingles and Yvonne Man on "Bloomberg...
Bloomberg
Philippines' Globe Telecom Sees IPO For E-Wallet GCash in 1-2 Years
Ernest Cu, chief executive officer of Globe Telecom Inc., discusses the strategy and the prospects of the Philippines' second-biggest telecommunications company. He speaks with David Ingles, Yvonne Man and David Ingles on "Bloomberg...
Bloomberg
Julius Baer Is 'Overweight' US Stocks; Likes Japan, India
Mark Matthews, head of Asia research at Julius Baer, explains why he favors stocks in the US, Japan and India. He also shares his views on China's economy, the government's efforts to support growth, and the implications for financial...
Bloomberg
Dalio Says Cash Is Good, Doesn't Want to Own Debt, Bonds
Bridgewater Associates Founder Ray Dalio says cash is "a good investment right now" as he explains why he doesn't want to own bonds. Dalio spoke Thursday at the 10th Milken Institute Asia Summit in Singapore
Bloomberg
North Korea's Kim to Meet Putin in Russia
North Korea's leader Kim Jong-Un is expected to travel to the Russian city of Vladivostok this week to meet with Russian President Vladimir Putin. Putin earlier said he was looking to strengthen ties with Pyongyang on all fronts. Jon...
Bloomberg
GLOBALT Investments' Buchanan on US Markets
Keith Buchanan, portfolio manager at GLOBALT Investments, discusses his outlook and investment strategies for US markets. He speaks with Bloomberg's Vonnie Quinn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Tiger Cubs Hedge Funds See Inflows Slow
Investors are putting less money in the Tiger Cubs, the hedge funds run by Julian Robertson's proteges. Cash from US investors flowing into funds run by Steve Mandel, Philippe Laffont and Dan Sundheim has plunged, in some cases down 98%...