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Bloomberg
Rebalancing Investments Amid Volatility
Mike Reynolds, vice president of investment strategy at Glenmede, says he's recommending investors actively rebalance their portfolios as trade uncertainty continues to weigh on markets. He speaks with Caroline Hyde on "Bloomberg...
Bloomberg
Private Equity Firms Hoping To Tap Into 401(k)s
Private equity firms are pushing to get into 401(k) plans, arguing that individuals are missing out on gains that buyout firms have delivered to institutions in recent decades. Bloomberg's Allison McNeely has more on the story.
Bloomberg
BAE Ready to Lift Capex Beyond £1B to Meet Defense Boom
BAE Systems is ready to step up capital investment beyond the current £1 billion ($1.3 billion) annual level, as the UK's biggest military contractor prepares for a "super-cycle" in European defense spending, according to Chief Financial...
Bloomberg
Shell CEO on LNG Demand, Buyback and Growth Strategy
Shell CEO Wael Sawan discusses the company's LNG strategy, share buyback program and growth opportunities on "Bloomberg The Close."
Bloomberg
Pennsylvania Pension Fund On Diversification
Timothy Reese, CEO and CIO at Pennsylvania Municipal Retirement System, says the pension administrator is looking into adding private market investments into its portfolio. He speaks with Avril Hong from the sidelines of the Milken...
Bloomberg
AI Agents Still Struggling
AI agents are struggling to meet consumer needs, says Lux Capital partner Grace Isford. She describes the progress AI agents need to make to be more useful. Isford joins Caroline Hyde and Tim Stenovec on "Bloomberg Technology."
Bloomberg
Ark's Wood on Bitcoin, Fed Rate Cuts, Support for Crypto
Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, still says Bitcoin will hit $1.5 million per coin by the year 2030. Wood also talks about the stocks she is buying, how many times the Federal...
Bloomberg
Wells Fargo's Samana Expects the Dollar to Rally
Sameer Samana, Wells Fargo Investment Institute senior global market strategist, expects the US dollar to rally from here as tech starts to bottom out and "hot money" comes back home. He's on "Bloomberg Surveillance."
Bloomberg
Investing Africa: Partech's Tidjane Dème Believes in AI on the Continent
Partech Partner Tidjane Dème discusses VC trends in Africa, artificial intelligence, digitization and growth prospects. He says African investors are not as concerned about some of the headwinds that may worry foreign investors.
Bloomberg
AIA Group CFO on 2024 FY Results
Garth Jones, AIA Group CFO discusses business and growth strategy after reporting a 18 % growth in new business value in 2024, as the company announces a $1.6 billion share buyback. He speaks exclusively with Haidi Stroud-Watts and Paul...
Bloomberg
GROW: China Stock Rally Has More Than Momentum
William Ma, founder & CIO of hedge fund manager GROW Investment Group, says his firm sees more upside for China equities this year, and that he likes top-tier global firms. He speaks with Rebecca Choong Wilkins and Paul Allen on...
Bloomberg
DFI Retail Group CEO on FY Earnings
Scott Price, Group Chief Executive at DFI Retail Group, discusses the retailer's latest earnings, business strategy, and outlook for operating environment in 2025. He speaks exclusively with Haidi Stroud Watts and Paul Allen on...
Bloomberg
Markets Need Some 'Digestion' on Policy: Kestra's Murphy
Kara Murphy, chief investment officer at Kestra Investment Management, doesn't see policy uncertainty as a long-term issue for markets and says, "it's the diversified portfolio that's looking a lot like the hero so far this year."
Bloomberg
HPS Investment Partners' Puri on the next big risk
Purnima Puri, Governing Partner and Portfolio Manager for Public Credit at HPS Investment Partners talks about the next big risk with Bloomberg's Alix Steel and Paul Sweeney at Bloomberg Invest.
Bloomberg
IBM's Cohn Says Bigger Companies Will Be Winners in AI
IBM Vice Chairman Gary Cohn says bigger companies will be the winners when it comes to investing in artificial intelligence. He speaks at Bloomberg Invest in New York.
Bloomberg
Markets Have Been 'Punched in the Face,' Zelter Says
Apollo President Jim Zelter and Schonfeld CEO Ryan Tolkin talk to Sonali Basak about the impact of tariffs on investors and markets at Bloomberg Invest in New York.
Bloomberg
HP CEO on Job Cuts, Manufacturing Plans, AI
HP Inc. CEO Enrique Lores discusses the company's plans to cut more than 1,000 jobs and possibly moving manufacturing back to the US on "Bloomberg Open Interest." HP gave a profit outlook for the current quarter that fell short of...
Bloomberg
Danone Deputy CEO on Earnings, Strategy, Tariffs
Danone's Juergen Esser, the group's deputy chief executive officer in charge of finance, technology and data, discusses the company's performance in the final quarter of 2024 as it reported resilient sales growth buoyed by demand for...
Bloomberg
BHP CEO: Well-Placed for Heightened Uncertainty
BHP's first-half profit fell 23% due to China's faltering economy prompting the world's biggest public miner to cut its interim dividend to an eight-year low. But CEO Mike Henry struck a positive tone saying that he's "starting to see...
Bloomberg
Gold Remains 'Standout Asset,' JPMorgan's Peters Says
Grace Peters, global head of investment strategy at JPMorgan, discusses how to achieve "portfolio resilience" in the current economic and geopolitical climate. Speaking on Bloomberg Television, she says it is time to "stay invested in...
Bloomberg
Goldman Sachs on Aligning Investment Strategies with Objectives
Ernie Caballero, Managing Director, Goldman Sachs Asset Management, sits down with Bloomberg's Brett Pulley to discuss how to find enduring investment opportunities amidst the trends at The Future Investor: Finding the Opportunities...
Bloomberg
Entering Golden Age of Crypto: Tuttle
Tuttle Capital Management CEO and CIO Matthew Tuttle discusses the Rareview 2X Bull Cryptocurrency & Precious Metals ETF (ticker: BEGS) and says we're entering the golden age of crypto. He speaks with Scarlet Fu and Eric Balchunas on...
Bloomberg
Pimco's Browne Expects US Equities to Outperform
Erin Browne, portfolio manager for multi-asset strategies at Pacific Investment Management Co. (Pimco), explains why she is bullish on US equities. Browne says financials and power utility names will still work for investors. She speaks...
Bloomberg
Goldman Sees Periods of Outperformance by Non-US Markets
Matheus Dibo, strategist at Goldman Sachs Private Wealth Management, says the firm recommends clients should hold 80% of their equity allocation in US stocks, but with diversification into non-US markets, which he expects to enjoy...