Bloomberg
Bell Direct's Wulff on Markets and Strategy
Grady Wulff, Market Analyst at Bell Direct, discusses her outlook for the markets and investment strategies. She speaks with Kathleen Hays and Haidi Stroud-Watts on "Daybreak Australia".
Bloomberg
What's the Big Idea? Beware the ‘Convexity Hedging Beast’
Aug.19 -- Bond yields have been plunging again, raising questions about what the market is implying about the future of the U.S. economy. But a technical factor could be exacerbating the dramatic moves. Analysts at JPMorgan and TD...
Bloomberg
Where Billionaires Are Investing Now
Jan.30 -- PGIM Real Estate Global Head of Real Estate Securities Marc Halle weighs in on the possible impact of President Trump's policies on the real estate market, and discusses his investment thoughts. He speaks on "What'd You Miss?"
Bloomberg
Covid Causing Bifurcation in Commercial Real Estate, Terra Capital CEO Says
May.28 -- Terra Capital Chief Executive Officer Vik Uppal says the impact of the Covid-19 pandemic has caused "massive" challenges in the commercial real estate market and adds that there hasn't been a wave of defaults yet. He speaks...
Bloomberg
Spotlight Asset Group CIO Expects Volatility Throughout the Year
Jul.08 -- Spotlight Asset Group Chief Investment Officer Shana Sissel, says valuations can continue to go higher, but expects volatility to continue throughout the year. She joins Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak:...
Bloomberg
Where Semper CEO Parsons Is Seeing Opportunities in the MBS Market
Jun.03 -- Greg Parsons, Semper Capital Management chief executive officer, discusses the landscape for the uniform mortgage-backed securities market with Bloomberg's Vonnie Quinn on "Bloomberg Markets."
Bloomberg
K2's Boubouras: Tightening Cycle May Not Be Agressive
George Boubouras, K2 Management, head of research discusses possible Fed moves and tech earnings. He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
Market Is Torn by Fundamentals, Central Bank Stimulus: Oaktree Capital
Oct.04 -- Madelaine Jones, co-portfolio manager at Oaktree Capital, discusses her main market concerns and how monetary policy is impacting credit quality. She speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance."
Bloomberg
Western Asset Sees No Fundamental Justification to Sell Muni Bonds
Oct.10 -- Robert Amodeo, head of municipals at Western Asset Management, discusses how the bond market selloff affects the muni market. He speaks with Bloomberg’s Taylor Riggs in this week’s "Muni Moment" on "Bloomberg Markets."
Bloomberg
Hedging Against A Recession
Rebecca Patterson of Bridgewater and Greg Peters of PGIM Fixed Income on what investors should be looking for today.
Bloomberg
Moving Away From U.S. Assets Into Eurozone, EM: Mallik
Gaurav Mallik, chief portfolio strategist at State Street Global Advisors, discusses the Fed policy decision and how that is impacting his portfolio strategy. He speaks on "Bloomberg Markets: China Open."
Bloomberg
Bull Market Still Intact Structurally, Bank of Singapore Says
Eli Lee, head of investment strategy at Bank of Singapore, discusses the outlook for financial markets and the opportunities he sees. He speaks with Rishaad Salamat and Haslinda Amin on "Bloomberg Markets: Asia."
Bloomberg
BNP Paribas AM's Lewis on Environment, Social, Governance Investing
Sep.18 -- Mark Lewis, head of sustainability research at BNP Paribas Asset Management, discusses environment, social, and governance investing. He speaks with Yvonne Man, David Ingles and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Breaking Down the Decline in Corporate Profits
March 28 -- Stifel's Washington Crossing Advisors' Kevin Caron discusses corporate profits. He speaks on "Bloomberg ‹GO›."
Bloomberg
Winton Founder David Harding on Rewriting His Hedge Fund's Strategy
Mar.18 -- David Harding, the billionaire founder of hedge fund firm Winton Group whose quantitative models generated double-digit returns for decades, talks with Bloomberg's Erik Schatzker about why he's reinventing his business all over...
Bloomberg
The Pullback in Passive Investing
Oct. 10 -- Victor Haghani, founder and chief executive officer at ELM Partners, discusses passive investing verses active investing and the trends he's seeing in the industry. He speaks to Julie Hyman, Joe Weisenthal and Mike Mckee on...
Bloomberg
Newton IM Boosts Cash Weighting to 28% Amid Geopolitical Risks
Oct.15 -- Paul Flood, multi asset portfolio management at Newton Investment Management, discusses asset allocation strategy for absolute return and how to hedge against geopolitical risks. He speaks on “Bloomberg Surveillance.”
Bloomberg
Be Overweight on Commodities to Hedge Volatility Risk: Tay
Kelvin Tay, regional chief investment officer at UBS Group AG, discusses market volatility, his investment strategy and where he's finding opportunity. He speaks on "Bloomberg Daybreak: Asia."
Bloomberg
Lee: Market Distortions Give Fed a Reason to Move
Sept. 22 -- William Lee, head of North American economics at Citigroup, and John Studzinski, vice chairman of investor relations and business development at Blackstone, talk about dissent in the Federal Reserve's interest rate decision...
Bloomberg
Whats the Overall Tone of FOMC Minutes?
Nov. 19 -- JPMorgan Asset Managements Megan McClellan discusses the Federal Open Market Committee October minutes on Bottom Line. (Source: Bloomberg)
Bloomberg
JPM's Bell Sees More Downside Than Upside to Rates From Here
Feb.05 -- Mike Bell, global market strategist at JPMorgan Asset Management, and Pau Morilla-Giner, partner and chief investment officer at London & Capital, discuss de-risking portfolios due to economic conditions and the Federal...
Bloomberg
BofAML's Fund Manager Survey Sees Record Highs for Portfolio Hedges
May.14 -- Jared Woodard, global investment strategist at Bank of America Merrill Lynch, reveals the results of the firm's monthly fund manager survey. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg Markets: The Open."