Bloomberg
Cathie Wood Sees Silver Lining After Underperformance
"Last year was the most unusual year of my investment career," Ark Invest CEO and CIO Cathie Wood says while discussing the benefits of Ark's investment strategy with Caroline Hyde and Ed Ludlow on "Bloomberg Technology."
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Bloomberg
Stock Rise More of a Relief Rally, SoFi's Liz Young Says
Liz Young, SoFi's head of investment strategy, calls the rally in US stocks "a little bit more of just a relief" during an interview with Katie Greifeld on "Bloomberg ETF IQ."
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Bloomberg
Defensive Stocks Could Get Their Legs Back: Mike Wilson
Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says staples, utilities and health-care stocks are the place to be if economic conditions deteriorate during an interview on "Bloomberg Markets: The Close."
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Coast Isn't Clear on Bear Market End: Mike Wilson
"The risk-reward is still not attractive given our outlook," Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says during an interview on "Bloomberg Markets: The Close."
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The Bull Case for Emerging Markets
Amid the banking turmoil that's sent global capital markets into a tailspin and raised the prospect of a full-blown recession in the US economy, some true believers in the bull case for emerging markets are digging in. Bloomberg reporter...
Bloomberg
Leon Cooperman Expects 'Very Pedestrian' S&P 500 Returns
Omega Family Office Chairman and Chief Executive Officer Leon Cooperman says, "we are in a stock picker's market," and sees 4,800 as the high "for some time" on the S&P 500. He speaks with Lisa Abramowicz on "Bloomberg...
Bloomberg
$275 Billion AT1 Bank Funding Market at Risk of Tailspin
Swiss Authorities decided to fully write off AT1s of Credit Suisse Group AG as part of UBS Group AG's acquisition of the firm while leaving shareholders with some recovery. The move is "not good news for the funding of European banks,"...
Bloomberg
HSBC More Confident on Banks After Credit Suisse Deal
Max Kettner, chief multi-asset strategist at HSBC, says the broader banks are "getting pretty close to pretty attractive entry levels," as he sees a lot priced in from a relative perspective. He speaks on "Bloomberg...
Bloomberg
Banking Crisis Impact on US Manufacturing
Dave Gitlin, Carrier CEO, dives into how he believes inflation can be managed and how the banking crisis impacts US manufacturing.
Bloomberg
Not Much Attractive in US Market, Principal's Shah Says
"This is a time to look outside the US," Principal Asset Management Chief Global Strategist Seema Shah says during an interview with Alix Steel and Guy Johnson on "Bloomberg Markets."
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KKR's Agrawal on Investing in Infrastructure
Raj Agrawal, Global Head of Infrastructure business at KKR discussed investing in infrastructure with Dani Burger, during Bloomberg Markets.
Bloomberg
BlackRock Sees Banking Woes Boosting Bond Risk Premiums
Amanda Lynam, head of macro credit research at BlackRock Financial Management, says the firm is closely watching for "opportunities" in the US debt market, saying, "we want to stay somewhat defensive and really wait for that rebuild of...
Bloomberg
EDP CEO Says Europe Isn't Investing Enough in Renewable Energy
EDP-Energias de Portugal CEO Miguel Stilwell de Andrade says the Biden administration's Inflation Reduction Act should be a signal to the EU's member states they aren't investing enough in renewable energy. "We should be investing at...
Bloomberg
Hedge Funds Unwind Short Bets and Go Long Treasuries
The scramble by hedge funds to dump short positions helped drive two-year yields down around 100 basis points from a March 8 peak above 5% as traders lean toward further gains in the world's biggest bond. Valerie Tytel explains on...
Bloomberg
Equities All About Quality, Boring Metrics: JPM's Gimber
Hugh Gimber, global market strategist at JPMorgan Asset management, says he's nervous about the strength in equities as interest rate cuts are coming for the wrong reasons. He speaks with Dani Burger on "Bloomberg Surveillance Early...
Bloomberg
Tapping In to China's Pension Market
It is a market that could grow to be worth $1.7 trillion, but when it comes to private pension plans in China, big global firms may struggle to get a slice of that pie. Beijing has ensured that domestic banks and fund managers win the...
Bloomberg
NBA's Antetokounmpo Teams Up With Calamos for ETF
NBA superstar Giannis Antetokounmpo and Calamos CEO John Koudounis discusses why they have partnered on an ESG-themed exchange-traded fund. They speak on "Bloomberg Markets: The Close."
Bloomberg
Equities Risk Reward 'Not Necessarily Fantastic': UBS
Mark Haefele, chief investment officer at UBS Global Wealth Management, explains why his firm increasing allocation to fixed income over equities amid the fallout from banking issues. He speaks with Dani Burger on "Bloomberg Surveillance...
Bloomberg
Janus Henderson CEO: Cash Is a Real Competitor
Ali Dibadj, Janus Henderson CEO, talks about the impact of the global banking crisis on asset managers, monetary policy and creating jobs. He's on "Bloomberg Markets: The Close."
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Goldman's Oppenheimer Sees Better Value in Non-US Markets
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, is watching for spillover from the US banking crisis into the real economy and explains why he likes European banks on "Bloomberg Surveillance."
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Bloomberg
Cash Remains an Incredible Alternative Investment: Loh
Marvin Loh, senior global macro strategist at State Street, discusses his outlook for interest rates, how he's positioning portfolios in the current rate environment and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Eclipse Bets on Real-World Startups
Eclipse Founding Partner Lior Susan joins Ed Ludlow and Caroline Hyde in an exclusive interview to discuss how the Silicon Valley investment firm raised $1.2 billion for two new funds, both dedicated to backing startups trying to...
Bloomberg
Bond Market Knows Something Is Broken, Yardeni Says
Yardeni Research President and Chief Investment Strategist Ed Yardeni says the bond market is stating that the Federal Reserve has done enough during an interview with Vonnie Quinn on Bloomberg Television.
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Private Markets' Appetite for Tech
Fidelity Investments Head of Global Private Equity Investments Karin Fronczke joins Ed Ludlow and Caroline Hyde to discuss the appetite in tech for investment rounds and IPOs, how the firm looks for opportunities, and outlook on the...