Bloomberg
Illy Chairman on Coffee Rally, Outlook & Demand
Coffee's recent dizzying rally has been fueled by a lack of insight on future supply and short-term speculation, resulting in pricier brews for consumers, according to Andrea Illy, chairman of Italian roaster Illycaffè. Illy spoke on...
Bloomberg
Bond Yields Have Overshot, PGIM's Collins Says
"Rates are clearly in the buy zone," Michael Collins, multi-sector executive portfolio manager at PGIM Fixed Income, says when asked about the direction of Treasury yields on "Bloomberg Surveillance."
Bloomberg
Great Opportunities in AI, Tech Supply Chain, BNP Says
Nadia Grant, BNP Paribas Asset Management's global equity head, discusses investment opportunities in the artificial intelligence CapEx theme, saying it is going to be "a long upward trend" but may also be characterized by "a lot of...
Bloomberg
Blue Owl's Lipschultz Says Private Credit in Mid-Innings
Blue Owl Capital co-CEO Marc Lipschultz discusses the company's agreement to buy up to $2.4 billion of consumer loans from Pagaya Technologies and the outlook for the private credit market and AI investments. Speaking with Vonnie Quinn,...
Bloomberg
Incredibly Attractive Time For Credit: Poli
Oaktree Capital Management Asset Portfolio Manager Danielle Poli says it's a very attractive time for credit. She speaks with Vonnie Quinn on "Bloomberg Markets."
Bloomberg
Sentiment Has Caught Up With Bull Market: BofA's Subramanian
Savita Subramanian, BofA Securities head of US equity and quantitative strategy, says earnings guidance has been more cautious and investor sentiment has caught up with the bull market on "Bloomberg The Close."
Bloomberg
AI as 'Manhattan Project 2.0'
Ben Harburg, founder at CoreValues Alpha, says the US must come together on AI, creating a "Manhattan Project 2.0" as China's DeepSeek challenges US tech dominance. He joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology".
Bloomberg
Gross's Shadow Looms Large as Pimco Plots Path Forward
Bloomberg's Laura Benitez breaks down some of the key challenges confronting Pacific Investment Management Co. in an investment landscape far removed from the days of legendary founder Bill Gross. She speaks on "Bloomberg Open Interest."
Bloomberg
Vanguard Slashes Average Fee to Just 0.07%
Vanguard Group Inc. slashed its average asset-weighted expense ratio to just 0.07% across its $10 trillion under management a sliver of the industry average of 0.44%. CEO Salim Ramji talks about the move with Katie Greifeld on...
Bloomberg
Jim Chanos Says DeepSeek Underscores Risks of Paying High AI Multiples
Jim Chanos, president and founder at Chanos & Company, discusses the market risk of disruptive technologies in light of DeepSeek's impact on companies in the AI sector. He speaks on "Bloomberg Markets."
Bloomberg
Janus Launches its First Stock-Picking ETF
Janus Henderson is also leaning in to the stock-picker approach. Today, it's launching a new actively managed equity ETF with a portfolio of about 20 to 30 stocks. It's called the Transformational Growth Equities ETF. Marc Pinto, Janus...
Bloomberg
Where Permira Sees Opportunities In 2025
Brian Ruder, Co-Managing Partner and Co-CEO of Permira, discusses where he sees opportunities now amid a renewed bout of volatility across asset classes.
Bloomberg
Stagflation Is a Concern for State Street Strategist Loh
Marvin Loh, senior global macro strategist at State Street, says he is in the bear steepening camp which keeps him "hesitant to really embrace duration" in the bond market.
Bloomberg
Valuations 'Completely Reasonable' in Some Areas: Hunt
Sarah Hunt, chief market strategist at Alpine Saxon Woods, says investing in the current environment requires a "nimbleness," but she does see areas of the market with reasonable valuations and dividend yields.
Bloomberg
Ermotti Says UBS's Investment Banking Unit Is Gaining Market Share
UBS CEO Sergio Ermotti discusses the performance of the firm's wealth management and investment banking divisions, and the integration of Credit Suisse. Ermotti speaks to Bloomberg's Francine Lacqua in Zurich after the Swiss lender...
Bloomberg
In Full: UBS CEO Ermotti on Buybacks, Capital, Tariffs
UBS CEO Sergio Ermotti discusses the outlook for the bank, progress on the integration of Credit Suisse, and the potential inflationary impact of trade tariffs as US President Donald Trump turns rhetoric into action. Although "the tariff...
Bloomberg
Vanguard Slashes Fees for Dozens of Mutual Funds, ETFs
Vanguard Group is lowering expense ratios for 168 share classes across 87 mutual funds and exchange-traded funds effective immediately, it said in a press release on Monday. The cuts mean Vanguard's average asset-weighted fee is now just...
Bloomberg
DeepSeek Forces VC's to Rethink Their AI Strategy
Josh Wolfe, Lux Capital co-founder says the rest of the world can't rely on Chinese models as DeepSeek's tech upends the AI sector earlier this week. He joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.
Bloomberg
Why T. Rowe Price CIO Page Is 'A Reluctant Bull'
Sebastien Page, chief investment officer at T. Rowe Price, says he's "worried about valuation" as he explains why he's selling stocks and is underweight bonds.
Bloomberg
Apollo's Wealthy Customers Want In on the Private Markets Boom
Apollo has seen some wealth investors allocate as much as 50% of their portfolio to private markets, said Véronique Fournier, who leads wealth distribution in Europe, the Middle East and Africa on Apollo's global wealth management...
Bloomberg
KKR Eyes $190 Trillion of Wealth in Private Markets
Private markets are set for a "golden age" even as investors adapt to a world of higher interest rates thanks to the vast pools of capital controlled by rich families that are set to pour into illiquid assets, according to Alisa Wood,...
Bloomberg
Why Morgan Stanley's Mike Wilson Says, 'Take a Break Here'
Mike Wilson, chief investment officer and chief US equity strategist at Morgan Stanley, expects a "separation of winners and losers" in tech earnings and sees "choppy" markets for the next three-to-six months before AI broadens out to...
Bloomberg
JPMorgan's Michele Sees 'Awesome' Environment for Bonds
Bob Michele, JPMorgan Asset Management's global head of fixed income, expects "pretty steady growth" for the US economy which will provide an "awesome" environment for fixed income and some capacity for the Federal Reserve to cut rates.
Bloomberg
Norway's Wealth Fund Reduced US Tech Sector Exposure
Norway's sovereign wealth fund was underweight on US tech stocks last year, but Norway Wealth Fund and Norges Bank Investment Management CEO Nicolai Tangen said the fund still boosted holdings in the sector last year, due to "really...