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.”
Jul.10 — Frederik Ducrozet, strategist at Pictet Wealth Management, discusses the outlook for bonds, equities and emerging markets. He speaks on “Bloomberg Surveillance.”
Jul.09 — Esty Dwek, head of global macro strategy at Natixis Investment Managers, discusses the run-up in equities and the risks she’s seeing in the markets. She speaks on “Bloomberg Daybreak: Europe.”
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?
Jul.07 — Ben Powell, chief investment strategist for APAC at BlackRock Investment Institute, discusses Japanese equities and his outlook for markets. He speaks on “Bloomberg Daybreak: Asia.”
Jul.07 — Michael Pyle, global chief investment strategist at BlackRock Inc., says the headwinds facing the U.S. economy have caused BlackRock to shift some assets into Europe. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”
Jul.06 — Erin Browne, a global multi-asset portfolio manager at Pacific Investment Management Co. (Pimco), says equities can still generate decent returns despite a low economic growth environment. She speaks with Bloomberg’s Jonathan Ferro on “Bloomberg The Open.”
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.”
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.”
Jul.02 — Sophie Huynh, global asset allocation strategist at Societe Generale, says “if you want more beta in your portfolio, it makes sense to take more exposure into value, which you find in the euro zone and Japan.” She spoke on “Bloomberg Daybreak: Europe.”
Jun.29 — Peter Oppenheimer, chief global equities strategist at Goldman Sachs, talks about how government stimulus packages will impact markets. He speaks on “Bloomberg The Open.”
Jun.29 — UBS’s chief strategist Bhanu Baweja says he’s not optimistic about America’s economy, but that it’s still hard to bet against the U.S. equity market because of its preponderance of health care and technology stocks. He speaks on “Bloomberg Surveillance.”
Jun.29 — Nannette Hechler Fayd’herbe, chief investment officer at Credit Suisse International Wealth Management, discusses global markets amid the rise in coronavirus infections. She speaks on “Bloomberg Markets: European Open.”
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
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.
