Bloomberg
Discounted European Stocks Can Get a Short-Term Boost: 5-Minute MLIV
Kriti Gupta, Anna Edwards, Guy Johnson and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Bloomberg
Schlosstein Says Fed Becoming Less Important to Markets
Ralph Schlosstein, chairman emeritus at Evercore, discusses the outlook for financial markets under the Trump administration. Speaking on "Bloomberg The Close," Schlosstein also comments on the market impact of AI and what he sees are...
Bloomberg
Guggenheim CIO Walsh Still Sees Room for Opportunity in Equities
Anne Walsh, CIO at Guggenheim, says there is "opportunity for investment in maybe a wide array of selections and sectors, so there's things to invest in," as she discusses the state of markets, the Federal Reserve's path to a neutral...
Bloomberg
HKEX CEO Says IPO Momentum Growing
Hong Kong can expect more IPOs following a comeback in 2024, Hong Kong Exchanges & Clearing CEO Bonnie Chan says. She spoke to Haslinda Amin on the sidelines of the World Economic Forum in Davos.
Bloomberg
Asia Software Stands to Benefit From AI Push: Robeco
Robeco's Vicki Chi says the AI investment push by President Trump will further support the Asian technology supply chain, which has already "behaved very, very well." Chi tells Bloomberg Television that artificial intelligence is at "an...
Bloomberg
Market Is Not at Euphoric State Yet: Morgan Stanley's Slimmon
Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, sees "a balance of value and growth" amid the later stages of a classic bull market.
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
Stocks in 2025 'More Vulnerable' to Rising Bond Yields, Goldman Sachs Says
Goldman Sachs strategist Peter Oppenheimer discusses the outlook for equities in 2025 and areas where he sees opportunities to diversify away from the Magnificent Seven group of US technology stocks. He speaks on Bloomberg Television.
Bloomberg
HSBC Says It's Not Time to Be 'Properly Bearish' on Equities
Max Kettner, chief multi-asset strategist at HSBC, discusses the impact of higher bond yields on markets and explains why it's time to be "risk-on" in equities.
Bloomberg
Stocks Set Sights on Another Record High: 3-Minute MLIV (Video)
Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." For up to the minute market intelligence and insight, click MLIV .
Bloomberg
Macquarie Favors Indonesia, Philippines Stocks In ASEAN
Macquarie Capital Head of ASEAN Research Jayden Vantarakis favors Indonesia and the Philippines among Southeast Asian stock markets in 2025, amid prospects for a stronger US dollar as Donald Trump readies for his second presidential...
Bloomberg
Stocks Heading Higher Despite More Volatility, BlackRock Says
Helen Jewell, global director of fundamental equities research at BlackRock, discusses equity market diversification strategies and the outlook for volatility. She speaks on Bloomberg Television.
Bloomberg
10-Year Yield Is 'Tail Wagging the Dog': Rockefeller's Chang
Rockefeller Global Family Office CIO Jimmy Chang says the 10-year Treasury yield is the "tail wagging the dog right now." Speaking on "Bloomberg The Close," Chang also says he sees momentum in the M&A market and discusses his outlook for...
Bloomberg
Higher Rates Are Here to Stay, Schutte Says
Brent Schutte, Northwestern Mutual Wealth Management chief investment officer, says higher interest rates are here to stay and they're working their way into the economy. He says they are cautious towards the overall equity market.
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
Is the Stock Market's 'January Effect' Real?
For decades, a popular theory has held that US stocks tend to rise more in January than in other months. But is the "January effect" real? Norah Mulinda explains.
Bloomberg
Wells Fargo Sees Risk for Stocks If Yields Go Beyond 5%
Tracie McMillion, Wells Fargo Investment Institute's head of global asset allocation strategy, says she expects equities to move higher in 2025 and the increase in market volatility will produce opportunities for investors. Speaking on...
Bloomberg
Why KKR Is Buying AEP Transmission Stake for $2.8 Billion
Brandon Freiman, KKR partner and head of North American infrastructure, discusses American Electric Power agreeing to sell a minority stake in its transmission business to KKR and Canada's PSP Investments for $2.8 billion. He speaks on...
Bloomberg
Stocks Biased Higher in 'Challenging Moment': Seema Shah
Principal Global's Chief Global Strategist Seema Shah says strong economic growth means strong earnings growth, which is key for equities. She speaks on "Bloomberg Open Interest."
Bloomberg
Tariffs Will Put Fed on Hold in First Half, TD's Goldberg Says
Gennadiy Goldberg, TD Securities head of US rates strategy, says he expects President-elect Donald Trump's tariffs to add about a percentage point to inflation in 2025, which will cause the Federal Reserve to hold rates where they are in...
Bloomberg
Bond Market Clearly on Edge, Says BlackRock's Koesterich
Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, says the bond market faces a bumpier road ahead and investors must be prepared "for an environment where bond yields are not necessarily quickly reverting to a level...
Bloomberg
Mike Wilson Expects Choppy First Half of 2025
Morgan Stanley Chief US Equity Strategist Mike Wilson expects a choppy first half of 2025 and an improved second part of the year. He's really watching what happens with trade and tariffs out of Washington and says he's still bullish on...
Bloomberg
Apollo's Slok Warns of Potential 'Liz Truss Moment' for US
Torsten Slok, chief economist at Apollo, says the market's concern around the outlook for US public spending could potentially build into the UK bond market turmoil of 2022 spurred by the fiscal plans of former Prime Minister Liz Truss.
Bloomberg
Tencent Share Dip Presents Buying Opportunity, APS Says
A fund manager who outperformed 90 percent of his peers in the last quarter says he still likes Tencent for its business model, despite the Chinese tech giant's addition to a US Defense Department blacklist. Wong Kok Hoi, founder and...