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Bloomberg
Prologis CFO on Growth Outlook
Tim Arndt, CFO of Prologis, says the key driver for the company's growth is renewing rents up to market levels in 2025. He also discusses the company's plans to promote growth through building up data centres on consistent demand from...
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
Hedge Funds' 'Money in Motion' Likely to Chase Winners
Barclays Plc's Kate Holleran says hedge fund inflows are likely to be little changed in 2025. But $450 billion of "money in motion" is likely to change hands among funds, she says on "Bloomberg Open Interest," with 2024 winners including...
Bloomberg
Focused on Long Term Investing: Capital Group's Framsted
Capital Group Global Head of Product Strategy and Development Holly Framsted discusses the impact tariffs could have on investing strategy. She speaks with Katie Greifeld and Scarlet Fu on "ETF IQ."
Bloomberg
$10 Trillion European Opportunity Stirs Private Markets
With a potential $10 trillion opportunity to be tapped from Europe's high-net-worth individuals and other small investors, fund managers are engaged in a race to mop up retail money at a time when institutional clients are hitting curbs...
Bloomberg
BlackRock Says Focus on US Equities With Selectivity Elsewhere
BlackRock's EMEA head of investment and portfolio solutions, Ursula Marchioni, discusses how equity markets reacted to Monday's shockwaves and says BlackRock's 2025 outlook remains unchanged, with a focus on the US and "selectivity...
Bloomberg
Abdelbary: No Plans to Sell-off NPL Portfolios
A new UAE central bank regulation means banks may need to write off part of their $20 billion of bad loans. Two UAE banks have already sold off their NPL portfolios. But ADIB's Group CEO, Mohamed Abdelbary, told Bloomberg's Horizons...
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
Coca-Cola COO Braun on Global Brand, Macro Economy
Coca-Cola COO Henrique Braun discusses adaptation to the local needs at the global scale and development of other brands in many countries in light of the current macro economy. Braun speaks on Bloomberg Television at the World Economic...
Bloomberg
Completing MAHB Deal a 'Matter of Time': Khazahah Chief
Malaysian's sovereign wealth fund Khazanah Nasional Bhd. thinks it's a "matter of time" before the privatization of the country's biggest airport operator Malaysia Airports Holdings Bhd. is completed after multiple delays, Managing...
Bloomberg
Private Credit Best Asset Class Over Three Years: Mubadala
Private credit has been the best-performing asset class for Mubadala Investment Co. for three years in a row, according to the Abu Dhabi sovereign wealth fund's deputy group chief executive officer Waleed Al Mokarrab. He spoke with...
Bloomberg
Goldman Sachs' Oppenheimer: Diversification is Key
Portfolio diversification is essential for 2025, says Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs. Another thing to look out for this year is a pick-up in capital markets activity, driven by the US. He spoke to...
Bloomberg
Potential Rio Tinto, Glencore Deal Would Be Mining's Largest
Rio Tinto and Glencore have discussed combining their businesses, according to people familiar with the matter. If successful, the tie-up would rank as the largest-ever mining deal and create a behemoth to rival longstanding leader BHP...
Bloomberg
GSK CEO on US Expansion, M&A, Drug Pipeline, Trump
GSK Plc CEO Emma Walmsley talks about buying US cancer biotech IDRx for as much as $1.15 billion, expanding their portfolio in the US, their overall drug pipeline and working with Robert F. Kennedy Jr., President-elect Donald Trump's...
Bloomberg
Morgan Health CEO on Insurance Industry, M&A
Morgan Health CEO Dan Mendelson discusses the state of the health-care industry with Katie Greifeld at the JPMorgan Health Care Conference in San Francisco.
Bloomberg
Staying Up in Quality Equities: BlackRock's Akullian
BlackRock Head of iShares Investment Strategy Kristy Akullian says they're staying up in quality equities, international dividends are interesting, and yields in fixed income are still attractive. She speaks with Sonali Basak and Eric...
Bloomberg
Nvidia Expands Its AI Tentacles
Anna Rathbun of CBIZ Investment Advisory Services discusses Nvidia's extension into the likes of robotics and autonomous vehicles as they seek to maintain dominance in the tech sector. She joins Caroline Hyde on "Bloomberg Technology" to...
Bloomberg
Butterfly Acquires Duckhorn for $1.95B
Adam Waglay, Butterfly Co-Founder and Co-CEO & Robert Hanson, The Duckhorn Portfolio Incoming CEO speaks with Romaine Bostick and Scarlet Fu about the outlook for the luxury wine industry.
Bloomberg
TCW Transforms Systems ETF Outperforms
Eli Horton, TCW portfolio manager, speaks with Katie Greifeld and Scarlet Fu on "Bloomberg Markets" about the firm's Transform Systems ETF (ticker: NETZ), which has outperformed the S&P 500 since its launch in 2022.
Bloomberg
BlackRock Sees Broader Opportunities Beyond US Equities
Ursula Marchioni, head of investment and portfolio solutions EMEA at BlackRock, comments on US "exceptionalism" and why she sees wider opportunities in equities and fixed income. She speaks on Bloomberg Television.
Bloomberg
Trump Win Draws New Crypto Investors
Bloomberg's Claire Ballentine discusses how Donald Trump's election victory has drawn a cohort of new investors into crypto.
Bloomberg
Goldman's Bryon Lake on Market Opportunities
Bryon Lake, Goldman Sachs Asset Management Chief Transformation Officer for the Client Solutions Group joined Bloomberg Open Interest to talk about the best places to invest and what it will take to get cash off the sidelines.
Bloomberg
Goldman's Kostin on Stock Market Outlook, Investment Strategy
David Kostin, Goldman Sachs chief US equity strategist, discusses his forecast for M&A activity and the S&P 500. Speaking on "Bloomberg Open Interest," Kostin also discusses his investment strategy going into 2025.
Bloomberg
Little 'Justification' for Fed's Cutting Cycle, Says Unlimited's Elliott
Unlimited CEO and CIO Bob Elliott says that there's little in the way of justification for the Federal Reserve's current cutting cycle, including the cuts the market is continuing to expect over the next few quarters. He adds that...