Bloomberg
Real Estate May Be Entering a Supercycle: JPMorgan's Tredway
Chad Tredway, JPMorgan Asset Management's head of real estate Americas, discusses where he is seeing investment opportunities in real estate on "Bloomberg The Close."
Bloomberg
Tech Selloff Doesn't Change US Exceptionalism, Says Goldman's Oppenheimer
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the selloff in tech stocks doesn't really change "the underlying fundamental story" as the foundations of the US and global economies are "still pretty supportive...
Bloomberg
SoFi CEO Anthony Noto on Crypto Ambitions
SoFi CEO Anthony Noto says they would absolutely provide cryptocurrency services if regulations were cleared to do so in the US. He joins Caroline Hyde and Mike Shepard on "Bloomberg Technology" to discuss.
Bloomberg
Diamond Says AI Trade Isn't Going Away
Bob Diamond, Atlas Merchant Capital founding partner and CEO, says the artificial intelligence trade isn't going away and says it could be good for business. He also talks about the consolidation of banks on "Bloomberg The Close."
Bloomberg
AustralianSuper on Growth Strategy & Outlook
Paul Schroder, CEO of AustralianSuper, the country's largest pension fund, discusses his outlook for the fund's growth. He sees tremendous opportunities in tech and says the US is an incredible place to invest in. He speaks with Haidi...
Bloomberg
Davos 2025: Suntory CEO on BOJ, Inflation, Trump
Suntory CEO Takeshi Niinami comments on Bank of Japan moves, Trump tariffs and M&A. He speaks on Bloomberg Television at the World Economic Forum's annual meeting in Davos, Switzerland.
Bloomberg
Bond Yields Are 'Quite Attractive Here': JPMorgan's Berro
Kelsey Berro, fixed income executive director at JPMorgan Asset Management, says investors "don't need the Fed to be cutting rates aggressively" to achieve a bullish return in bonds.
Bloomberg
Ontario Teachers' Pension Plan CEO: Diversifying Outside The US
Ontario Teachers' Pension Plan CEO Jo Taylor says he's looking at diversifying the Canadian fund's portfolio outside the United States. This comes after Donald Trump described Canada as the 51st American state. Taylor speaks on Bloomberg...
Bloomberg
Davos Is 'All Trump, All AI,' Says Bain Capital's Steve Pagliuca
"This Davos is all Trump, all AI," says Steve Pagliuca, private equity senior advisor at Bain Capital and Boston Celtics co-owner. He discusses his sports teams and NBA viewership, the areas he is most focused on in the development of...
Bloomberg
Guggenheim CIO Walsh Still Sees Room for Opportunity in Equities
Anne Walsh, CIO at Guggenheim, says there is "opportunity for investment in maybe a wide array of selections and sectors, so there's things to invest in," as she discusses the state of markets, the Federal Reserve's path to a neutral...
Bloomberg
Bridgewater's Karniol-Tambour Sees Bonds Priced for Perfection
Karen Karinol-Tambour, co-chief investment officer at Bridgewater Associates, recaps the factors behind the firm's success in 2024 and discusses her view on bonds and currencies and why she views gold as a geopolitical and inflation...
Bloomberg
New FX Rules 'Good' for Indonesia, Bakrie Says
Indonesia's plans to force commodity firms to keep their export earnings onshore is "a little bit of Indonesia first" policy, Bakrie & Brothers CEO Anindya Bakrie said. He spoke to Bloomberg's Haslinda Amin on the sidelines of the World...
Bloomberg
J&J Stock Drops Sharply After Earnings Beat
Johnson & Johnson Chief Financial Office Joseph Wolk says its a "little frustrating" to see its stock drop sharply even after reporting an earnings beat on the top and bottom line. The drug maker says a strong dollar will cut into...
Bloomberg
Alam: Digitalisation High in Africa Due To Young Population
Following a recent trade pact between Kenya and the UAE, Zambia is looking to deepen ties with Saudi Arabia and the UAE to help quadruple production of copper by the beginning of the next decade. Runa Alam, CEO and Co-founding Partner of...
Bloomberg
Davos 2025: Essar Capital Director on Trump's Impact on India's Green Path
Essar Capital Director Prashant Ruia shares his views on how Trump's reversals on climate policy and a shift towards protectionism could impact India and global trade. He speaks with Bloomberg's Menaka Doshi at the World Economic Forum's...
Bloomberg
Aramco CEO: Demand to Keep Oil Market 'Healthy' in 2025
Saudi Aramco CEO Amin Nasser said he expects global oil demand to rise this year, keeping the market "healthy" and "balanced". He spoke with Bloomberg's Joumanna Bercetche in an exclusive interview on the sidelines of the 2025 World...
Bloomberg
Prosus CEO on AI Investments to Supercharge Growth Markets
Fabricio Bloisi, Group Chief Executive Officer of Prosus and Naspers, joins Bloomberg's Brenda Tsai at Bloomberg House in Davos for a conversation on AI's capacity to adapt business models, level the playing field, and change the nature...
Bloomberg
Market Is Not at Euphoric State Yet: Morgan Stanley's Slimmon
Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, sees "a balance of value and growth" amid the later stages of a classic bull market.
Bloomberg
Deploying $1.3B Into Global Tech
"The world right now wants more exposure to the US and US tech companies than I have ever seen," says Goanna Capital Founder Robert Hilmer. He details his $1.3B deployment plan in helping to fund private tech companies around the world...
Bloomberg
Bonds Pretty Close to the Buy Zone: Morgan Stanley's Sheets
Andrew Sheets, global head of corporate credit research at Morgan Stanley, explains why his firm thinks "bonds are pretty attractive here" as investors price in a stronger US economy for longer.
Bloomberg
Goldman's Feldgoise Sees Better Environment for M&A
Stephan Feldgoise Goldman Sachs co-head of global M&A practice, discusses the outlook for M&A activity in 2025 with Sonali Basak on Bloomberg Television.
Bloomberg
10-Year Yield Is 'Tail Wagging the Dog': Rockefeller's Chang
Rockefeller Global Family Office CIO Jimmy Chang says the 10-year Treasury yield is the "tail wagging the dog right now." Speaking on "Bloomberg The Close," Chang also says he sees momentum in the M&A market and discusses his outlook for...
Bloomberg
Don't Push Your Luck on Yields Much Higher From Here, Strategas' Verrone Says
Chris Verrone, partner and head of technical and macro strategy at Strategas, says, "the market is telling you you're at some level here where you're really pushing your luck about what level do 10-Year rates really begin to hit the...
Bloomberg
Biden Is Handing Off a Strong Economy, Su Says
Acting US Labor Secretary Julie Su says the Biden administration is handing over a strong economy but more work needs to be done. Su also says talks are already underway with the incoming labor secretary nominee to make sure there is a...