Bloomberg
Crossmark's Bob Doll Says Buy Financials, Sell Growth
Crossmark Global Investments CIO Bob Doll says investors should re-balance their portfolios towards stocks that will outperform in a "very volatile, but trendless" market. "I want to own financials in a rising rate environment. Energy on...
Bloomberg
Treasuries Fall as Investors Weigh Inflation Risks, War
Treasuries resumed losses, unwinding some of Wednesday's relief rally, as investors weighed the risks of rising inflation and the impact of the war in Ukraine. "We've been in a difficult situation we haven't been in for a long time where...
Bloomberg
Bridgewater's Karniol-Tambour Sees 'Echoes of 1973' in Current Market
Karen Karniol-Tambour, co-CIO for sustainability at Bridgewater Associates, says current economic and financial conditions echo those of the 1970s, when high inflation was coupled with a geopolitical shock. "It really to me echoes of...
Bloomberg
Fridson Sees Value in Beat Up BB Rated Bonds and Illiquid Issues
May.19 -- Lehmann Livian Fridson Advisors Chief Investment Officer Martin Fridson speaks with Bloomberg's Vonnie Quinn. Fridson says that junk investors can find value in various areas, including BB rated companies’ bonds that are...
Bloomberg
China Huarong Bonds Are in No Man’s Land
Apr.14 -- China Huarong Asset Management Co.’s bonds are trading at the kind of price where investors don’t know how to treat them. The selloff has been so swift that the bad-debt manager is still rated investment grade by Moody’s, Fitch...
Bloomberg
Russell CEO Seitz Says Make Volatility Your Friend
Sep.21 -- Russell Investments Group Chief Executive Officer Michelle Seitz discusses her views on the markets, where she sees opportunities, and her advice for investors. She speaks with Sonali Basak and Caroline Hyde on the sidelines...
Bloomberg
BlackRock Doesn’t See Virus Pandemic Causing State, City Bankruptcies
May.18 -- BlackRock Head of Municipal Bonds Peter Hayes examines the impact of the coronavirus pandemic on the municipal bond market. He speaks on "Bloomberg Surveillance."
Bloomberg
Would Have Liked to See Bolder Infrastructure Vision: Summers
Apr.09 -- Former U.S. Treasury Secretary Lawrence H. Summers, a Wall Street Week contributor, says that while President Biden's infrastructure plan is necessary, he would have liked to see a bolder vision for the improvements society...
Bloomberg
Western Asset's Amodeo Says Muni Fundamentals Best in Over a Decade
May.16 -- Municipal bond market fundamentals are the best in more than a decade, said Robert Amodeo, head of municipals at Western Asset, which manages $22 billion in municipal bonds. He speaks with Taylor Riggs on "Bloomberg Markets."
Bloomberg
Dalio Says There's a Threat to the Dollar as Reserve Currency
Sep.15 -- Ray Dalio, the billionaire founder of investment management firm Bridgewater Associates, warns that if investors holding bonds choose to sell, it would put central banks in the difficult position of acting like a currency...
Bloomberg
Why Economist John Silvia Opposes Yield-Curve Control
Jun.04 -- John Silvia, founder of Dynamic Economic Strategy, says he doesn't like the Federal Reserve dictating interest rates. He speaks with Bloomberg's Taylor Riggs on "Bloomberg Markets."
Bloomberg
Leveraged Loans at Risk From Higher Financing Costs: Algebris
Nov.09 -- Former Federal Reserve Chair Janet Yellen was one of three former or current Fed officials who have said recently the buildup of leveraged loans may be creating risk that could harm the economy. New CLO issuance has reached...
Bloomberg
Markets React to Jobs Report
Investors now have their sights set on March's Federal Reserve meeting to see how the Fed reacts to Friday's jobs report. Kailey Leinz and Guy Johnson spoke with Emily Roland, JH Investment Management Co-Chief Investment Strategist on...
Bloomberg
BlackRock Sees `Muted Full Cycle' of Rate Hikes
BlackRock Inc. Vice Chairman Philipp Hildebrand says central banks will have to live with higher inflation because the cost to the economy will be too great if they raise interest rates too much. He made the comments Wednesday in an...
Bloomberg
Have To Consider Nuances In Space Investing: Hatch
Jun.11 -- Tess Hatch, Partner at Bessemer Venture Partners, says that investors have to consider the nuances of investing in space-related companies that distinguish them from investing in software. She joins David Westin on "Bloomberg...
Bloomberg
BNP Paribas' Chang Is Wary of India U.S. Dollar Bonds
Oct.25 -- Charles Chang, head of Asia credit strategy and trading desk analysts at BNP Paribas, discusses the Chinese bond market, China high-yield bonds and Indian bonds. He speaks on "Bloomberg Markets: Asia."
Bloomberg
China Property Market Turbulence Can Continue, PineBridge Says
Omar��Slim, portfolio manager at PineBridge Investments, shares his take on the inflation debate. He also discusses the prospects for China's economy, the nation's bonds, and the debt woes in the real estate market. He speaks with...
Bloomberg
Dalio on Turkey, Argentina, and the Next Economic Downturn
Sep.12 -- Ray Dalio, co-chairman and founder at Bridgewater Associates, examines the crises is Turkey and Argentina and explains his expectations for the next economic downturn. He speaks with Bloomberg's Erik Schatzker on "Bloomberg...
Bloomberg
Fed's Dovish Double Down Prolongs the Credit Rally
Mar.22 -- A funny thing happened in the debt market this week. A $3.2 billion loan deal once chastised as “the worst ever” in terms of investor protections drew $9 billion worth of orders, allowing it to be super-sized by almost a third....
Bloomberg
AGL Credit CEO Says Credit Is Misunderstood
Nov.12 -- AGL Credit Management Chief Executive Officer Peter Gleysteen talks about what he's seeing in the credit market
and what impact a potentially record-setting leveraged buyout of Walgreens Boots Alliance Inc. by KKR would have....
Bloomberg
How Bond Issuers Are Bracing for Brexit
Sep.11 -- Katie Linsell, Bloomberg's European corporate finance reporter, discusses how bond issuers are bracing for Brexit. She speaks on "Bloomberg Markets: European Close."
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
Monetary Policy Has Run Its Course, Says Pimco’s Studzinski
Sep.20 -- John Studzinski, vice chairman at Pimco, discusses Fed policy, the effectiveness of monetary policy, future rate cuts, negative yielding bonds, where he’s finding opportunity and the slowdown in China. He speaks on “Bloomberg...
Bloomberg
Valuations in China Bonds Have Become Quite Attractive, Says StanChart’s Liu
Jul.16 -- Becky Liu, head of China macro strategy at Standard Chartered, discusses the rally in China bonds, China’s debt profile and the job market. She speaks on “Bloomberg Markets: China Open.”