Markets are trading on economic fundamentals, says Goldman Sach’s Mossavar-Rahmani

Jul.10 — Sharmin Mossavar-Rahmani, Goldman Sachs Wealth Management CIO, makes the case for staying invested in equities. She contends that while the Fed’s low interest rates support equity markets, they are not overvalued. She joins David Westin with her insight on “Bloomberg Wall Street Week.”

Is bitcoin eyeing a price breakout?

Once U.S. equities start to top and real interest rates start to decline, along with other developments, you could see a flight to bitcoin. Insights via @CME Group: https://openmarkets.cmegroup.com/quicktake?utm_source=youtube&utm_medium=paid_social&utm_campaign=quicktake_evergreen&utm_content=more_insights Subscribe to our YouTube channel: https://bit.ly/2TwO8Gm QUICKTAKE ON SOCIAL: Follow QuickTake on Twitter: twitter.com/quicktake Like QuickTake on Facebook: facebook.com/quicktake Follow QuickTake on Instagram: instagram.com/quicktake Subscribe to … Read more Is bitcoin eyeing a price breakout?

Europe Stocks to Rise If EU Agrees Recovery Plan, Algebris Investments Says

Jul.06 — European equities, particularly those that benefit from a move toward state capitalism, are set to receive a boost if EU member states come to an agreement on a proposed 750 billion-euro ($846 billion) economic recovery plan, according to Alberto Gallo, portfolio manager at Algebris Investments. He speaks on “Bloomberg Surveillance.”

U.S. Equities Set to Gain Even Amid `Choppier’ Period, Pictet Says

Jul.03 — The S&P 500 and Nasdaq Composite indexes, with their concentration of technology companies, are set to benefit from a continued economic recovery, even as markets enter a “choppier” third quarter, says Supriya Menon, senior multi asset strategist at Pictet Asset Management. She speaks on “Bloomberg Markets: European Open.”

Alberta Deserves ‘World-Class Investment Manager’ for Pensions: Ex-CPPIB CEO

Jun.26 — Mark Wiseman, the former global head of active equities at BlackRock Inc. and former chief executive officer of the Canada Pension Plan Investment Board, discusses his views on how Canada’s government needs to pivot in its approach to aid during the pandemic. And as incoming AIMCo chair, he also offers his take on … Read more Alberta Deserves ‘World-Class Investment Manager’ for Pensions: Ex-CPPIB CEO

Korea’s $157 billion Sovereign Fund Sticks With Equities

Jun.22 — Heenam Choi, chairman and chief executive officer of Korea Investment Corp., says the South Korean sovereign wealth fund may add to its equity holdings if there’s another shock in global markets due to increases in coronavirus infections. He speaks with Bloomberg’s Haidi Stroud-Watts.