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
MLIV QOD: Can Industrials Power Your Portofolio?
Emily Roland, co-chief investment strategist at JH Investment Management and Altaf Kassam, SSGA, EMEA Head of Investment Strategy and Research, answer today's MLIV QOD: Can Industrials Power Your Portofolio?
Bloomberg
JPMorgan AM on its ETF Business
Bryon Lake, Global Head of ETF Solutions at JPMorgan Asset Management, discusses the growing popularity of active ETF and growing in APAC. He speaks with David Ingles and Vonnie Quinn on "Bloomberg Markets Asia".
Bloomberg
Chevron and Hess CEOs on Why Their Merger Is a 'Win-Win'
Chevron Corp. CEO Mike Wirth and Hess Corp. CEO John Hess discuss why the companies decided to combine in a $53 billion deal. Chevron will pay $171 per share for Hess, a premium of about 10% to the 20-day average price, according to...
Bloomberg
Why J&J Raised Its 2023 Sales Forecast
Johnson & Johnson CFO Joseph Wolk explains why the company raised its 2023 sales forecast. He speaks with Guy Johnson and Alix Steel on "Bloomberg Markets."
Bloomberg
EnvestNet's D'Auria on US Markets
Dana D'Auria, oo-chief investment officer at EnvestNet, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
Bloomberg
Soft Landing Belief Leads to Rise in Yields: Xie Patrick
"This belief in a soft landing is leading to this rise higher in yields." Amy Xie Patrick, head of income strategies at Pendal Group, discusses US markets, the economy and her investment strategy. She speaks on Bloomberg Television.
Bloomberg
Screentime: The Future of Content and Capital in Entertainment
Sherrese Clarke Soares of HarbourView Equity Partners discusses investing in the entertainment industry, growth in the music industry and backing diverse content. She speaks with Ed Ludlow and Caroline Hyde on "Bloomberg Technology."
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...
Bloomberg
Howard Marks: 'Don't Underestimate the Psychological Factor' of Investing
Oaktree Capital Management co-Chairman and co-Founder Howard Marks advises weariness when it comes to forecasting the markets and says the reaction to market-shifting events is just as impactful as the event itself. This episode of...
Bloomberg
Lombard Odier Is 'Underweight' Chinese Government Bonds
Homin Lee, senior macro strategist at Lombard Odier, talks about the dollar and emerging-market assets. He also discusses Bank of Japan's policy and its implications for financial markets. He speaks with Shery Ahn and Haidi Stroud-Watts...
Bloomberg
Nomura's Nicholson on US Markets, Portfolio Outlook
Gareth Nicholson, CIO & Head of Discretionary Portfolio Mgmt at Nomura, discusses his market outlook and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Minaya: Push Into ESG Was Language
Jose Minaya, Nuveen CEO, thinks that ESG is facing a headwind that will make the space more transparent in the long run.
Bloomberg
Raising Capital Has Gotten Harder: Marty Nesbitt
Vistria Group Founding Partner & Co-CEO Marty Nesbitt discusses how raising capital for private equity has become more difficult with rising interest rates. This episode of "Bloomberg Wealth with David Rubenstein" was recorded June 28th...
Bloomberg
Marty Nesbitt on Building The Parking Spot
Vistria Group Founding Partner, Co-Chairman, and Co-CEO Marty Nesbitt recounts working with US Commerce Secretary Penny Pritzker to develop The Parking Spot. This episode of "Bloomberg Wealth with David Rubenstein" was recorded June...
Bloomberg
Marty Nesbitt: Do Business With People You Like
Vistria Group Founding Partner & Co-CEO Marty Nesbitt stresses the importance of working with people you like in order to be successful in business. This episode of "Bloomberg Wealth with David Rubenstein" was recorded June 28th in...
Bloomberg
Zuma Wealth's Spath on US Markets
Terri Spath, founder and chief investment officer at Zuma Wealth, discusses her outlook and investment strategies for US markets. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
Kyle Bass Says China's Economy Is 'Circling the Drain'
Hayman Capital Management founder and CIO Kyle Bass says "realism" is behind his bearish call for China's financial markets and economy. "In the long run you've got the Chinese economy circling the drain. You have the real estate market...
Bloomberg
Emirates NBD's Gravier: Neutral China Stocks
Maurice Gravier, chief investment officer for wealth management at Emirates NBD, discusses his global markets outlook. He speaks with Bloomberg's Manus Cranny on "Bloomberg Daybreak: Middle East and Africa."
Bloomberg
Feeney Expects a Fed Pause in September
Joanne Feeney of Advisors Capital Management, says it looks like the Federal Reserve will pause on rate hikes in September, but will then leave the door open to more hikes in November. She speaks on "Bloomberg Markets: The Close."
Bloomberg
BlackRock Investment Institute on Top Market Themes
Ben Powell, Chief APAC Investment Strategist at BlackRock Investment Institute, discusses his investment views when confidence on China falls and markets come to terms that central banks may stay higher for longer. He speaks with Rishaad...
Bloomberg
Grantham Sees a US Recession Running Deep Into Next Year
Jeremy Grantham, co-founder of the Boston-based investment firm Grantham Mayo Van Otterloo (GMO), predicts a US recession "running perhaps deep into next year." Grantham says we have entered a period of "moderately higher inflation."...
Bloomberg
Silverdale's Guglani: China Lost The Mojo Post-Covid
Silverdale Bond Funds Founder & CIO Sanjay Guglani believes China lost the mojo post-Covid, beginning with significant delay in re-opening to the lack of economic stimuli to kick-start the economy. He speaks with Haslinda Amin and David...