Bloomberg
Why JPMorgan Says Biden Win Could Lead to Stock Market Shift
Oct.05 -- JPMorgan Head of Global Equities Mislav Matejka says bond yields could "grind higher" with a Biden win in the U.S. presidential election, removing an impediment to a rotation into underperforming value stocks. He speaks with...
Bloomberg
BlackRock Expects to See Real Rates ‘Even More Negative’
Oct.22 -- BlackRock Investment Institute Global Chief Investment Strategist Mike Pyle explains why he anticipates real rates to rally “considerably” and what that means for the U.S. dollar and equities. He speaks on “Bloomberg...
Bloomberg
The Market Rotation Has Been 'Incredibly Violent,' Says LGIM's Sonja Laud
Nov.26 -- LGIM Chief Investment Officer Sonja Laud discusses European banks' dividends and buybacks, the market rotation to cyclical stocks and the growth versus value debate. She spoke on "Bloomberg Markets: European Close" on November 25.
Bloomberg
Japan Market Undervalued, Under-Owned, Under-Levered: Societe Generale
Nov.22 -- Frank Benzimra, head of Asia equity strategy at Societe Generale, discusses the outlook for the region's markets. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Markets Focused on 'Fiscal Stimulus,' Nomura Says
Jan.07 -- Rob Subbaraman, Nomura Head of Global Macro Research discusses how political change in U.S. may mean markets will be looking forward to fiscal stimulus. He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East"
Bloomberg
Bond Rout Doesn’t Erode Case for Equities Yet: RBC’s Calvasina
Mar.01 -- Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, discusses her takeaways from last week’s bond rout for the equity market. She speaks on “Bloomberg Surveillance.”
Bloomberg
Markets Selloff When Covid Vaccinations Roll Out Fully, BlackRock's Taw Says
Feb.10 -- Thomas Taw, head of APAC iShares Investment Strategy at BlackRock Inc., believes the markets actually selloff when Covid vaccinations roll out fully, as investors worry about a withdrawal of liquidity from central banks. He...
Bloomberg
Japan Stocks May Continue to Perform, JPMorgan AM Says
Apr.05 -- Kerry Craig, global market strategist at JPMorgan Asset Management, discusses the outlook for markets and the opportunities he sees. He also talks about Reserve Bank of Australia, which is scheduled to announce its policy later...
Bloomberg
UBS Believes in Reflation, Sees Peak Inflation Now: Haefele
May.25 -- Mark Haefele, global wealth management CIO at UBS, discusses the market impact of inflation. He speaks on “Bloomberg Surveillance Early Edition.”
Bloomberg
JPMorgan AM: North Asian Markets to Perform Quite Well
May.10 -- Kerry Craig, global market strategist at JPMorgan Asset Management, discusses the investment opportunities he sees. He also talks about Australia's budget and its implications for the country's markets with Haidi Stroud-Watts...
Bloomberg
HSBC's Sels: Fed Tapering To Be Slow
Jun.15 -- Willem Sels, CIO of private banking and wealth management at HSBC discusses today's FOMC meeting, inflation woes and his investment calls. He speaks with Manus Cranny and Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East."
Bloomberg
European, U.K. Equities Have Good Value: Credit Suisse
Nannette Hechler-Fayd’herbe, chief investment officer for international wealth management at Credit Suisse Group AG, discusses the current state of markets, her investment strategy and where she’s finding opportunity. She speaks on...
Press Association
Keir Starmer meets Ukrainian troops being trained on Salisbury Plain
Labour leader Sir Keir Starmer meets Ukrainian troops being trained by British personnel during a visit to Salisbury Plain as part of Operation Interflux as the war in Ukraine reaches its sixth month.
Bloomberg
XM Australia's McGuire on Economic Week Ahead
Peter McGuire, XM Australia CEO, discusses the trading week ahead, a week to culminates in the much-anticipated meeting on central bankers at Jackson Hole. He speaks in "Bloomberg Daybreak: Australia" with Haidi Stroud-Watts and Shery Ahn.
Bloomberg
Real Yield to Determine Value, Growth Leadership: Citi
Beata Manthey, head of European equity strategy at Citigroup Global Markets, sees the direction of real yield as a main market driver in 2022 and says the U.S. has more to lose than Europe in a move to higher real yields. She speaks on...
Bloomberg
Are Emerging-Market Stocks a Smart Bet?
July 28 -- Emerging-market equities are heading for a period of calm, according to U.S. traders. The CBOE Emerging Markets ETF Volatility Index is hovering near the lowest level in a year. The projections for narrower price swings,...
Bloomberg
How Will Bonds Fair in Trump's First 100 Days in Charge?
Nov.25 -- U.S. Treasury yields are poised to keep rising and that will mean more pain for emerging markets, according to Amundi Asset Management. The U.S. 10-year note yield may climb as high as 3 percent sometime in the first quarter,...
Bloomberg
What Does Shanghai Composite Index Mean for Investors?
March 28 -- BTIG Chief Technical Strategist Katie Stockton discusses the Chinese economy. She speaks on "Bloomberg ‹GO›."
Bloomberg
Wells Fargo's Harvey on the Treasury Yield Rally
Mar.23 -- Wells Fargo Securities Head of Equity Strategy Chris Harvey speaks with Bloomberg's Guy Johnson and Kailey Leinz about the the rally of treasury yields and when to expect a slow down for equity markets on "Bloomberg Markets".
Bloomberg
JPMorgan AM Favors Emerging-Markets Stocks: Schowitz
Nov.10 -- Patrik Schowitz, global multi-asset strategist at JPMorgan Asset Management, talks about the outlook for emerging-market stocks and the dollar. He speaks with Juliette Saly and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
Wels: U.S. Still Best Place to Invest in Real Estate
Jan.12 -- Thomas Wels, head of global real estate business at UBS Global Asset Management, and Peter Dixon, global equities economist at Commerzbank, discuss China's impact on the global real estate market and why the United States...
Bridgeman Arts
Animated 19th century phenakistoscope with jumping zebra and swinging monkey
Phenakistoscope c.1833, animated to create an illusion of motion.
Bridgeman Arts
Animated 19th century praxinoscope with six scenes
Praxinoscope animated to create an illusion of motion.
Bloomberg
Relative Stock Valuations Are Still Attractive, Value Partners Says
Sep.03 -- Value Partners Senior Fund Manager - Multi-Assets - Kelly Chung believes relative stock valuations (equity risk premium for example) are still attractive under the current market environment. She was speaking with Haslinda Amin...