Bloomberg
Pendal Group: US Recession Can't Be Avoided
Pendal Group Head of Income Strategies Amy Xie Patrick believes a US recession can't be avoided, and she sees timing around end 2023, but if the lags are longer this cycle, then early 2024. She speaks with Bloomberg's Yvonne Man and...
Bloomberg
Italy's SACE Sees No Immediate Concerns Over Bad Debt
Italian companies are weathering the rapid rise in interest rates and inflation as defaults remain at pre-Covid levels, according to the head of the country's credit insurer SACE SpA. Firms have solid liquidity buffers "also thanks to...
Bloomberg
Ninety One's Wilfred Wee on China Credit
Ninety One Portfolio Manager Wilfred Wee discusses his latest credit strategy and China Evergrande's results. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
A Venture Capital Family Affair
Jesse Draper, founding partner of Halogen Ventures, discusses her family's rich history in the VC space and her firm's commitment to investing in women-led and women-focused businesses. This interview aired on "Bloomberg Businessweek" on...
Bloomberg
Brainard Sees Moderate Inflation, Resilient Jobs Market
"The economy is defying predictions that inflation would not fall absent significant job destruction," White House National Economic Council Director Lael Brainard says during an event at the Economic Club of New York. Brainard also says...
Bloomberg
M&G Investments' Pershad on Markets, Strategy
Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, discusses his outlook for markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Daybreak Asia".
Bloomberg
KraneShares' Chen on China Equities
Xiaolin Chen, Head of International at KraneShares, discusses Chinese equities and her investment strategies. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
We Should Support Whoever the President Will Be: Barrack
Tom Barrack, Colony Capital Founder discusses inflation and shares his assessment of the US economy. He speaks with David Westin on "Wall Street Week Daily."
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Bloomberg
Endowus: Stocks May Continue To Do Better Than People Expect
Endowus Chairman & CIO Samuel Rhee believes equity markets may continue to do better than people expect. He speaks with Haslinda Amin on "Bloomberg Markets: Asia."
Bloomberg
Big Banks Pass Stress Test
Sheila Bair, Former FDIC Chair breaks down what the Fed's stress tests tell us about the risks big banks are facing and why she believes there is still work that needs to be done.
Bloomberg
Oaktree's Panossian: Market Liquidity Meaningfully Lower
Incoming Oaktree Capital Management co-CEO Armen Panossian says that liquidity in the market is meaningfully lower than what it was pre-Covid. Speaking with Katie Greifeld on "Real Yield," Panossian says the change is partly because...
Bloomberg
Brookfield: PE Dealmaking in Rational, Reasonable Place
Anuj Ranjan, president of private equity at Brookfield Asset Management, says of the current private equity markets, "gone are the days of an auction with 45 bids, two pre-empts and, I'd say, some aggressive dealmaking," He speaks on...
Bloomberg
Fed Policy Path Less Meaningful Now: Pimco's Schneider
"We have been encouraging clients to be defensive," Jerome Schneider, Pimco's head of short-term portfolio management, says during an interview on "Bloomberg Markets: The Close."
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Bloomberg
It's Been a 'Bad Ride' for TIPS ETF: TCW's Landmann
On "Bloomberg Real Yield", Katie Greifeld talks with TCW's Laird Landmann and JPMorgan Investment Management's Oksana Aronov. They discuss inflation, recession risk and the performance of iShares TIPS ETF (ticker: TIP).
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Bloomberg
PacWest Sells $3.5 Billion in Loans to Ares
PacWest Bancorp sold a $3.5 billion asset-backed loan portfolio to Ares Management Corp., the latest example of a bank seeking to improve liquidity by selling assets to private investment firms. Bloomberg's Sonali Basak reports.
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Bloomberg
Allspring Global Investments' Patel on US Markets
Margie Patel, Senior Portfolio Manager for Multi-Asset Solutions at Allspring Global Investments, discusses her outlook and investment strategies for US markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak:...
Bloomberg
Grow's Hong on China Reopening
Hao Hong, Partner and Chief Economist at GROW Investment Group, discusses China's economic recovery and his outlook for second half of 2023. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Concerns Over Cyclicals
Christopher Ailman, CalSTRS CIO & Sarah Ketterer, Causeway Capital CEO explain the difficulty in predicting a recession. They also discuss post-pandemic resiliency and the strength of the consumer.
Bloomberg
Can AI Become China's New Growth Driver?
Winnie Wu, China equity strategist at BofA Securities, shares her views on the market and the economy, and how artificial intelligence might change the landscape. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China...
Bloomberg
Fed's Powell Says SVB Shows Liquidity Rules Are Outdated
Federal Reserve Chair Jerome Powell says there is going to be a need for stronger supervision and regulations in the wake of SVB and the bank crisis earlier this year. He speaks during his semiannual monetary policy report to the House...
Bloomberg
US Stocks Are Overbought, Miller Tabak's Maley Says
"When you get this kind of situation in terms of overvaluation it's just very, very difficult for the economy to play catch up the way people are hoping for," Miller Tabak Chief Market Strategist Matt Maley says during an interview on...
Bloomberg
HSBC's Liu on China LPR, Stimulus
Jing Liu, Greater China Chief Economist at HSBC Global, discusses China's LPR number and policy stimulus outlook. She speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open".
Bloomberg
Where KKR's Sheldon Is Finding Opportunities in Credit
Christopher Sheldon, KKR partner and co-head of credit and markets, says there is a crisis of confidence in the credit market that will abate over time. Speaking with Alix Steel and Guy Johnson on "Bloomberg Markets," Sheldon also...
Bloomberg
Emirates NBD's Haque on Saudi Economy, OPEC+
Khatija Haque, Emirates Nbd, Chief Economist and Head of Research discusses her regional markets outlook