Bloomberg
Risk Assets Helped by Low Long Yields, Morgan Stanley's Weinstein Says
Morgan Stanley Investment Management Head of Fixed Income Brian Weinstein says investors will continue to buy "risky" assets until the yields on long-dated US Treasuries rise. "I think investors are happy to take 5% on one end of the...
Bloomberg
Why IG Munis Present an Opportunity for the Second Half
Chip Hughey, Truist managing director of fixed income, discusses the outlook for municipal bonds in the second half of the year. Speaking with Scarlet Fu and Romaine Bostick on "Bloomberg Markets: The Close," Hughey also explains why he...
Bloomberg
AlphaSimplex's Kaminski on Global Markets
Kathryn Kaminski, chief research strategist and portfolio manager at AlphaSimplex, discusses her outlook and investment strategies for global markets. She speaks with Bloomberg's Haidi Stroud-Watts and Vonnie Quinn on "Bloomberg...
Bloomberg
Equities Still Ok for 2H, But Expect Setback: Nolting
"For the second half of this year, I would say Equities are still ok, but I would expect a setback." Christian Nolting, global chief investment officer at Deutsche Bank, discusses US markets, discusses his investment strategy and where...
Bloomberg
John Hancock's Miskin Sees Value in High-Grade Bonds
John Hancock Investment Management co-Chief Investment Strategist Matthew Miskin warns about the lack of risk being priced into the market during an interview with Lisa Abramowicz on "Bloomberg The Open."
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Bloomberg
Pimco: Indonesia and India 'Secular Positive Stories'
Stephen Chang, portfolio manager for Asia at Pacific Investment Management Co., discusses the prospects for the region's markets and the opportunities he sees. He speaks with Rishaad Salamat on "Bloomberg Markets: Asia."
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Bloomberg
Wealthwise Financial CEO Gilbert on US Markets
Loreen Gilbert, chief executive officer at Wealthwise Finanical, 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
Bond Yields Are Very Attractive, BlackRock's Watson Says
Marilyn Watson, BlackRock's head of global fundamental fixed income strategy, says the front end of the yield curve is "a good place to be" during an interview on "Bloomberg Markets: European Close."
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Bloomberg
Aspiriant's Bragar on the Markets
Aspiriant Chief Client Officer Sandi Bragar explains why she still thinks the US could be headed for a hard landing. She discusses her market outlook and investing strategy with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
JPMorgan's Michele: September Rate Cut Still on Table
Bob Michele, JPMorgan Asset Management global fixed income CIO, says he still sees a recession by the end of the year and expects capital appreciation in bonds during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Morgan Stanley's Caron Makes the Case for Riskier Assets
Morgan Stanley Global Balanced Funds co-CIO Jim Caron says the failure of central banks to keep inflation anchored at 2% will benefit riskier assets. He speaks with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
HSBC's Major Is Bullish on US Treasuries
Steven Major, global head of fixed income research at HSBC Holdings Plc, discusses Federal Reserve policy and its implications for the bond market. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open."
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Bloomberg
Bond Traders Brace for Federal Reserve Meeting Fraught
Traders remain split over whether a rate increase by the Federal Reserve is likelier in June or July. But the risks for bond investors from this week's meeting go well beyond whether officials decide to raise rates again. Ruth Carson...
Bloomberg
Citi's Wieting: The Bear Market Journey Isn't Complete
Steven Wieting, Citi Global Wealth chief investment strategist, says the bear market journey is not complete. He says there are rolling recessions ongoing in some industries. He explains on "Bloomberg Markets: The Close."
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Bloomberg
AllianceBernstein Favors Value Investing in China Stocks
"China is very attractive today." David Wong, senior investment strategist, equities, at AllianceBernstein, discusses Chinese stocks, bonds and the economy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia."...
Bloomberg
Seeing Too Much Complacency in US Markets: Whiteley
"We're seeing too much complacency in markets." Adam Whiteley, head of global credit at BNY Mellon Investment Management, Insight Investment, discusses US markets, his outlook for credit spreads and AT1 bonds. He speaks on Bloomberg...
Bloomberg
Franklin Templeton: Higher Credit Quality in Munis
Jennifer Johnston, Franklin Templeton director of municipal bond research, discusses where to find value in the municipal bond market with Romaine Bostick and Scarlet Fu on "Bloomberg Markets: The Close."
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Bloomberg
Where Pimco's Ivascyn Is Finding Market Opportunities
Pimco CIO Dan Ivascyn discusses the outlook for financial markets and where he is finding investment opportunities with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
Pimco's Ivascyn Sees Volatility Creating Opportunities
Pimco CIO Dan Ivascyn says the looming volatility in markets will create some challenges but also opportunities during an interview with Jonathan Ferro on "Bloomberg The Open."
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Bloomberg
PGIM's Peters Sees Rates 'Surprisingly' Higher for Longer
Greg Peters, co-CIO at PGIM Fixed Income, says "it's extremely advantageous to be short versus long" on the yield curve as the bias is for higher rates, not lower rates. He speaks with Lisa Abramowicz on "Bloomberg Surveillance."
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Bloomberg
Pimco's Kiesel: You Can Get Equity Like Returns in Bonds
Mark Kiesel, Pimco's chief investment officer for global credit, and Sonali Pier, Pimco's multi-sector credit portfolio manager, explain why the firm is so bullish on bonds. They are on "Bloomberg The Open."
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Bloomberg
Pimco CEO Roman on Bank Assets, AI and Fund Management
Pimco CEO Manny Roman discusses the company's plan to be a buyer of mortgages and other bank assets, his thoughts on commercial real estate and artificial intelligence, and Pimco's fund management strategy with Jonathan Ferro on...
Bloomberg
Quadratic's Davis on Fed, Fixed Income Strategy
Quadratic Capital Management founder and CIO Nancy Davis discusses US job data, Fed's path, and her latest fixed income strategies. She speaks with Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Cliff Asness: Equities Are a 'Scary Place' to Be in a Recession
Cliff Asness, AQR Managing Principal and CIO, says equities and bonds are telling different stories about the probablity of a looming US recession. Asness thinks that stocks stand to suffer more than bonds if and when a recession foes...