Bloomberg
Why Atlantic's Roepers Sees a Rotation to Value Stocks
Jun.27 -- Atlantic Investment Management founder and Chief Investment Officer Alexander Roepers discusses his value investing strategy with Bloomberg's Vonnie Quinn on "Bloomberg Markets."
AFP News Agency
CLEAN : Riding high with Ivory Coast's Elephant
The iconic Harley Davidson motorbike is typically associated with road trips across America but bikers in the West African nation of Ivory Coast are also embracing the free spirit that comes with life on the open road CLEAN : Riding high...
Bloomberg
U.S. Earnings Upside Surprises Expected: Wells Fargo AM's Patel
Oct.28 -- Margie Patel, senior portfolio manager at Wells Fargo Asset Management, talks about U.S. stocks, earnings and the economy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia."
Bloomberg
JPMorgan AM’s Schowitz Likes EM, Japan Equities
Jan.09 -- Patrik Schowitz, global multi-asset strategist at JPMorgan Asset Management, discusses European stocks, his investment strategy and where he’s finding opportunity. He speaks on “Bloomberg Markets: Asia.”
Bloomberg
Opportunities Seen in Macau Gaming Stocks, Covenant Capital Says
Jan.21 -- Edward Lim, chief investment officer at Covenant Capital, talks about the new virus that emerged in central China, and the implications for the nation's stocks. He speaks with David Ingles, Yvonne Man and Tom Mackenzie on...
Bloomberg
Equities Rally Is Justified and Has Further to Go, Says BofAML
Jun.01 -- "The virus has faded, economies are being reopened, and that's what equities are pricing," says Sebastian Raedler, head of European equity strategy at Bank of America Merrill Lynch. He speaks on "Bloomberg Surveillance."
Bloomberg
Dollar Is Near 'Something of a Floor,' Says Cecchini
Aug.11 -- Peter Cecchini, Alphaomega Advisors founder, shares his thoughts on the dollar, bond yields and gold on "Bloomberg The Open."
Bloomberg
Equities Certainly Aren't Cheap, Deutsche Bank Says
Jun.04 -- Equity market investors may come to realize that they were a little bit "too positive" at this point in time, according to Christian Nolting, global chief investment officer at Deutsche Bank Wealth Management. He spoke on...
Bloomberg
HSBC Private Banking's Fan on Asian Market Outlook
Jun.04 -- Fan Cheuk Wan, chief APAC market strategist at HSBC Private Banking, discusses her outlook for Asian markets and investment strategy. She speaks with David Ingles and Tom Mackenzie on "Bloomberg Markets: China Open."
Bloomberg
Gold Is Becoming Too Crowded, AMP Capital's Naeimi Says
Aug.24 -- Nader Naeimi, head of dynamic markets at AMP Capital Investors, talks about Asian and U.S. stocks, gold, and which asset he thinks is most sensitive to vaccines. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg...
Bloomberg
Asia Is Interesting Market for Growth: Pepper International
Sep.16 -- Carol Pepper, chief executive officer at Pepper International, discusses the decline in U.S. tech and where she’s finding opportunity. She speaks on “Bloomberg Daybreak: Asia.”
Bloomberg
Chinese Equities Still on an Uptrend: Hang Seng IM’s Sit
Sep.14 -- Wilfred Sit, director and chief investment officer at Hang Seng Investment Management, discusses his outlook for the Chinese markets and where he’s seeing opportunity. He speaks on “Bloomberg Markets: China Open.”
Bloomberg
Tech Selloff Is Start of Rotation Into Cyclicals: Robeco's Fedeli
Sep.09 -- Fabiana Fedeli, global head of fundamental equities at Robeco, discusses the selloff in equities and where she’s finding opportunity. She speaks on “Bloomberg Daybreak: Europe.”
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
Why JPMorgan Says Biden Win Could Lead to Stock Market Shift
Oct.05 -- JPMorgan Head of Global Equities Mislav Matejka says bond yields could "grind higher" with a Biden win in the U.S. presidential election, removing an impediment to a rotation into underperforming value stocks. He speaks with...
Bloomberg
BlackRock Expects to See Real Rates ‘Even More Negative’
Oct.22 -- BlackRock Investment Institute Global Chief Investment Strategist Mike Pyle explains why he anticipates real rates to rally “considerably” and what that means for the U.S. dollar and equities. He speaks on “Bloomberg...
Bloomberg
The Market Rotation Has Been 'Incredibly Violent,' Says LGIM's Sonja Laud
Nov.26 -- LGIM Chief Investment Officer Sonja Laud discusses European banks' dividends and buybacks, the market rotation to cyclical stocks and the growth versus value debate. She spoke on "Bloomberg Markets: European Close" on November 25.
Bloomberg
Japan Market Undervalued, Under-Owned, Under-Levered: Societe Generale
Nov.22 -- Frank Benzimra, head of Asia equity strategy at Societe Generale, discusses the outlook for the region's markets. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
Markets Focused on 'Fiscal Stimulus,' Nomura Says
Jan.07 -- Rob Subbaraman, Nomura Head of Global Macro Research discusses how political change in U.S. may mean markets will be looking forward to fiscal stimulus. He speaks with Yousef Gamal El-Din on "Bloomberg Daybreak: Middle East"
Bloomberg
Bond Rout Doesn’t Erode Case for Equities Yet: RBC’s Calvasina
Mar.01 -- Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, discusses her takeaways from last week’s bond rout for the equity market. She speaks on “Bloomberg Surveillance.”
Bloomberg
Markets Selloff When Covid Vaccinations Roll Out Fully, BlackRock's Taw Says
Feb.10 -- Thomas Taw, head of APAC iShares Investment Strategy at BlackRock Inc., believes the markets actually selloff when Covid vaccinations roll out fully, as investors worry about a withdrawal of liquidity from central banks. He...
Bloomberg
Japan Stocks May Continue to Perform, JPMorgan AM Says
Apr.05 -- Kerry Craig, global market strategist at JPMorgan Asset Management, discusses the outlook for markets and the opportunities he sees. He also talks about Reserve Bank of Australia, which is scheduled to announce its policy later...
Bloomberg
UBS Believes in Reflation, Sees Peak Inflation Now: Haefele
May.25 -- Mark Haefele, global wealth management CIO at UBS, discusses the market impact of inflation. He speaks on “Bloomberg Surveillance Early Edition.”