Bloomberg
Hildene’s Mehra Sees 2020 as Testament to Viability of CLOs
Feb.10 -- Dushyant Mehra, co-chief investment officer at Hildene Capital Management, discusses stress in Collateralized Loan Obligations during 2020 and what he sees for the market going forward. He speaks on "Bloomberg Markets."
Bloomberg
Carlyle's Jenkins Not Seeing Much Leverage in Private Debt
Apr.01 -- Mark Jenkins, Carlyle's head of global credit, discusses the current state of credit markets with Bloomberg's Alix Steel and Guy Johnson on "Bloomberg Markets."
Bloomberg
Advisors AM's Lloyd on Markets, Strategy
Matt Lloyd, Chief Investment Strategist at Advisors Asset Management, discuss his outlook for markets and investment strategy. He speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
How BlackRock's Moore Is Investing Amid Uncertain Times
Kate Moore, head of thematic strategy in the global allocation team at BlackRock, advises investors to "have a shopping list ready" and discusses how she is investing during these uncertain times. She speaks with Bloomberg's Guy Johnson...
Bloomberg
Toomey: PE Returns Have Beaten Other Asset Classes
Dec.01 -- Harbourvest Managing Director John Toomey weighs in on private equity and discusses his investment thoughts. He speaks on "Bloomberg Markets."
Bloomberg
Latitude CIO Expects Another Drop in Equities
Feb.08 -- Freddie Lait, chief investment officer at Latitude Investment Management, discusses equities and asset allocation. He talks with Matt Miller and Guy Johnson on “Bloomberg Markets: European Open.”
Bloomberg
There’s Still a Lot to Invest in U.S. Equity Markets, Says Carmignac’s Crowl
Sep.25 -- Sandra Crowl, member of the investment committee at Carmignac, discusses the impeachment inquiry against President Trump and her outlook for U.S. equities. She speaks on “Bloomberg Daybreak: Europe.” (Corrects duplicate words...
Bloomberg
One ETF Making the Case Against the S&P 500
Jan.16 -- Bloomberg's Eric Balchunas and Scarlet Fu break down the Nationwide Maximum Diversification U.S. Core Equity ETF (ticker: MXDU), and discuss the fund with Patrick Gelshenen, executive director at asset manager TOBAM.
Bloomberg
UBS WM's Smiles: 'Underweight' Aussie, 'Overweight' Global Stocks
May.21 -- Simon Smiles, chief investment officer for ultra-high-net-worth clients at UBS’s wealth-management division, talks about the trade disputes between the U.S. and China, global monetary policies, and shares his investment...
Bloomberg
RLAM Likes Emerging-Market Equities, High-Yield Bonds
Jul.14 -- Trevor Greetham, head of multi asset at Royal London Asset Management, discusses the outlook for equity and bonds markets. He speaks on "Bloomberg Surveillance."
Bloomberg
How to Manage Portfolios Amid Market Uncertainties?
Mar.08 -- Rachel Farrell, chief executive officer for Australia at JPMorgan Asset Management, talks about the uncertainties and volatility in financial markets, and what those mean for investors. She speaks with Haidi Stroud-Watts on...
Bloomberg
Bridgewater’s Jensen Sees Stagflation as 'Real Risk’ to Assets
Oct.06 -- Bridgewater Associates co-Chief Investment Officer Greg Jensen says the combination of rising prices and a stagnating economy pose dangers to assets that policymakers have limited options to address. “The problem is stagflation...
Bloomberg
'Good Mood' in Stocks May Continue Till end of January: SGMC Capital
Dec.24 -- Massimiliano Bondurri, founder and chief executive officer of SGMC Capital, discusses the outlook for global stock markets and U.S. Treasury yields. He speaks with Haslinda Amin and Rishaad Salamat on "Bloomberg Markets: Asia."
Bloomberg
We Are in An Entirely Different Environment for Crypto: Grayscale's Sonnenshein
Oct.23 -- PayPal is exploring acquisitions of cryptocurrency companies including Bitcoin custodian BitGo Inc., according to people familiar with the matter, a move that would expand its embrace of digital coins. Michael Sonnenshein,...
Bloomberg
Saudi Bond Sale Spurs More Gulf Borrowing
Oct. 27 -- Gary Dugan, chief investment officer at Emirates NBD, discusses Saudi Arabia's potential for further bond issuances, the dynamics of the GCC bond market and the impact of oil on the market. He speaks to Yousef Gamal El-Din and...
Bloomberg
Morgan Stanley's Shalett: OPEC Deal Critical for Markets
Nov.29 -- Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, explains why investors need an OPEC production agreement as she sees the combination of a strong U.S. dollar and low oil prices...
Bloomberg
Is China Starting to Worry About Their Property Market?
Jan.25 -- James Cheo, Bank of Singapore investment strategist, discusses the outlook for China's economy with Bloomberg's Rishaad Salamat on "Bloomberg Markets."
Bloomberg
ABB to Buy GE's Industrial Solutions Unit for $2.6B
Sep.25 -- ABB has agreed to buy the industrial solutions business of General Electric for $2.6 billion. The deal caps a bidding process that lasted several months. Bloomberg's Tara Patel reports on "Bloomberg Daybreak: Europe."
Bloomberg
Franklin Templeton's Kronfol Discusses GCC Bond Markets
May.13 -- Mohieddine Kronfol, the chief investment officer for global sukuk, Middle East and North Africa fixed income at Franklin Templeton Investments, talks about the region's debt markets, and the inclusion of the region’s notes in...
Bloomberg
Asian Credit Return for 2020 to Be Better Than Expected: Mizuho
Dec.23 -- Mark Reade, head of fixed income research at Mizuho Securities Asia, talks about the outlook for regional credit markets and interest rates, He speaks with Rishaad Salamat and Yvonne Man on "Bloomberg Markets: Asia."
Bloomberg
Mainstay Capital’s Kudla Finding Opportunity in REITs, Gold, Long-Duration Bonds
Oct.09 -- David Kudla, founder and chief executive officer at Mainstay Capital Management, discusses his investment strategy as he sees more risks rising and where he’s finding opportunity. He speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Avoid Increasing Positions in Equities, Says Bank of Singapore’s CIO
Aug.14 -- Rajeev De Mello, chief investment officer at Bank of Singapore, discusses the yield inversion of the 2-year and 10-year bonds, what he would buy and what he would avoid. He speaks on “Bloomberg Markets: Asia.”