Bloomberg
Inflation Shock Drives Reallocation
Surging inflation has prompted sovereign investors to re-examine their asset allocation -- with private markets the main beneficiary.
That's according to a new report from Invesco. Zainab Kufaishi, the firm's head of the Middle East and...
Bloomberg
RBI to Pause When Benchmark Rate Nears 6.5%: SBI Mutual
In today's "India Focus" segment, Rajeev Radhakrishnan, fixed income chief investment officer at SBI Funds Management, discusses the Reserve Bank of India's monetary policy, the economy and which parts of the yield curve looks...
Bloomberg
Rock Creek's Doriwala: Equities Could be a Tale of Two Halves
Alifia Doriwala, managing director of the Rock Creek Group, talks about bond yields, extending duration in their fixed income portfolio and their outlook for equities. She's on "Bloomberg Surveillance."
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Bloomberg
Markets Anticipate Fed Rate Hike, Are They Right?
Nov. 16 -- SEB Investment Management CIO Hans Peterson weighs in on Fed policy and discusses his outlook for the markets. He speaks on "Bloomberg Markets: European Close."
Bloomberg
Global Equities Tumble Amid 'Tweet Risk'
Jan.30 -- Global equities are tumbling in reaction to Trump’s executive orders over the weekend. Andy Nasr, vice-president and capital markets and investment strategist at Sentry Investments, talks about the markets' knee jerk reaction...
Bloomberg
Eastspring CIO Says Be Mindful of Volatility
Feb.22 -- Virginie Maisonneuve, Eastspring Investments chief investment officer, discusses the state of global financial markets and her investment strategy with Bloomberg's Haidi Lun on "Bloomberg Markets."
Bloomberg
Why Raising Rates Is a Good Thing
Mar.02 -- Abbot Downing Investment Advisors Deputy Chief Investment Officer Carol Schleif discusses how diversified portfolios are holding up and why she thinks rate increases are a good thing. She speaks with Scarlet Fu and Joe...
Curated Video
Age A Factor In How Market Swings Affect You
The nearly 1,200-point drop in the Dow Jones industrial average Monday — about 4.6 percent of its value — capped two days of losses that have erased the stock market's gains for the year.
The Dow is still up about 21...
Bloomberg
CalSTRS CIO Ailman Says February Was a Tough Month
Mar.01 -- Chris Ailman, chief investment officer at California State Teachers' Retirement System, discusses the impact of recent equity market volatility on his investment strategy. He speaks with Bloomberg's David Westin and Alix Steel...
Bloomberg
Could See Some Emerging Markets Leading to Good Gains, Says Fidelity's Samant
Aug.17 -- Medha Samant, investment director at Fidelity International, discusses emerging markets and where she's finding opportunity. She speaks on "Bloomberg Markets: Asia."
Bloomberg
China A-Shares "One of The Most Exciting Stories,' JPMorgan Asset Says
Jul.19 -- Alex Treves, an investment specialist at JPMorgan Asset Management, talks about emerging-market stocks and the dollar. He speaks with Haidi Lun and Ramy Inocencio on "Bloomberg Daybreak: Asia."
Bloomberg
Riverfront's Sandler Sees 'Calmer Seas Ahead' for Stocks
Nov.15 -- Doug Sandler, Riverfront Investment Group global strategist, discusses the rally in U.S. stocks with Bloomberg's Scarlet Fu and Romaine Bostick on "Bloomberg Markets: What'd You Miss?"
Bloomberg
PGIM Clients Are Embracing Market Volatility, CEO Hunt Says
Dec.07 -- David Hunt, PGIM Inc. chief executive officer, discusses the recent volatility in global financial markets with Bloomberg's Vonnie Quinn on "Bloomberg Markets: European Close."
Bloomberg
State Street's Lacaille Continues to Be Overweight in Equities
Dec.05 -- Rick Lacaille, chief investment officer at State Street Global Advisors, discusses the market selloff in the U.S., volatility and his outlook for 2019. He speaks on "Bloomberg Daybreak: Europe."
Bloomberg
Health-Care Sector Favored, Cumberland Advisors CIO Says
Dec.26 -- David Kotok, chairman and chief investment officer at Cumberland Advisors, talks about his investment strategy for exchange-traded funds. He speaks with Paul Allen and Kathleen Hays on "Bloomberg Daybreak: Australia."
Bloomberg
JPMorgan AM Australia CEO Says 'Cautiously Constructive' on Markets
Mar.07 -- Rachel Farrell, chief executive officer of JPMorgan Asset Management Australia, talks about the outlook for global markets, U.S. and China's economies. She speaks on "Bloomberg Daybreak: Australia."
Bloomberg
Pimco's Browne Says It Makes Sense to Be Long U.S. Treasuries
Jul.10 -- Erin Browne, Pacific Investment Management Co. director and portfolio manager, discusses the outlook for Federal Reserve monetary policy and the potential impact on the fixed-income, equity and currency markets with Bloomberg's...
Bloomberg
Investors Should Be Very Selective in Asia, Says Eastspring’s Lien
Feb.18 -- Sarah Lien, client portfolio manager at Eastspring Investments, discusses her investment strategy amid the coronavirus outbreak and where she’s seeing opportunity. She speaks on “Bloomberg Markets: Asia.”
Bloomberg
Volatility Is Here to Stay, JPMorgan AM's Craig Says
Mar.10 -- Kerry Craig, global market strategist at JPMorgan Asset Management, talks about volatility in financial markets, central banks' and government policies. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak:...
Bloomberg
Fed To Stay Very Dovish, IMAS's de Mello Says
Jun.08 -- Investment Management Association of Singapore Development Committee Chair Rajeev de Mello expects the Fed to stay very dovish, in the face of recent dismal unemployment numbers and zero inflation. He was speaking with Haslind...
Bloomberg
Big Oil Needs to Pivot Portfolio to Survive, KPMG's Mayor Says
Aug.25 -- Regina Mayor, KPMG's global head of energy, says the removal of Exxon Mobil Corp. from the Dow Jones Industrial Average is a signal that large energy companies need to embrace an "energy transition" to remain relevant. She...
Bloomberg
A Democratic Clean-Sweep Is Good for EM Currencies, Says Riley
Oct.05 -- David Riley, BlueBay Asset Management partner, talks about how a Democratic clean-sweep on Election Day could impact currencies and markets. He appears on "Bloomberg Surveillance."
Bloomberg
RB Advisors' Suzuki Sees Recovery Driving Small Caps Higher
Dec.02 -- Dan Suzuki, RB Advisors deputy chief investment officer, tells investors to "put your money where your mouth is" when it comes to investing in the economic recovery. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg The...