Apr.08 — Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, explains why Japan is still her favorite international developed market. She speaks during an interview with Bloomberg’s Alix Steel on “Bloomberg Daybreak: Americas.”
Apr.08 — Katie Koch, Goldman Sachs Asset Management’s co-head of fundamental equity, says it’s too early to call a bottom in stocks and believes it is an “amazing time” for active management. She speaks during an interview with Bloomberg’s Alix Steel on “Bloomberg Daybreak: Americas.”
Apr.08 — Goldman Sachs says equities have further to fall before a “strong rebound” driven by a 50% plus rise in corporate earnings in the U.S. and Europe, as well as an increase in dividend payouts. “It’s that improvement into the future that the market is not yet really reflecting, particularly on the dividend story,” … Read more Goldman Sachs Sees Equities Falling Before `Strong Rebound’
Apr.02 — Jonathan Garner, chief Asia and emerging market equity strategist at Morgan Stanley, discusses Chinese equities and his outlook for emerging markets. He speaks on “Bloomberg Markets: Asia.”
Apr.02 — Julian Emanuel, chief equity and derivatives strategist at BTIG, says you can tell a market is starting to bottom when it ceases reacting negatively to bad news. He spoke on on “Bloomberg The Open” as U.S. equities stumbled on the back of a surge in jobless claims.
Apr.01 — SoftBank Group Corp. plans to let the deadline for a $3 billion deal with WeWork investors expire without completing the agreement to buy more equity, despite threats of legal action from some members of the company’s board, according to people familiar with the matter. Ellen Huet reports on “Bloomberg Daybreak: Australia.”
Apr.01 — Tony Tutrone, head of alternatives at Neuberger Berman, says some private equity firms are making unnecessary capital calls only to “build up a war chest.” He speaks to Bloomberg’s Sonali Basak on “Bloomberg Markets”-
Apr.01 — Kathy Matsui, vice chair and chief Japan equity strategist at Goldman Sachs Japan, talks about the outlook for the economy, stock market and monetary policy amid the coronavirus outbreak. Confidence at Japan’s biggest companies plunged in March, according to a central bank survey known as Tankan. Matsui speaks with Haslinda Amin on “Bloomberg … Read more Goldman’s Matsui on Virus Impact on Japan Economy, Stocks, BOJ
The World Health Organization has warned the epicentre of the coronavirus pandemic could shift to the United States. Although Italy, Spain and China have higher death tolls, the U.S. now has nearly 165,000 infections – more than anywhere else in the world. A U.S. naval ship with 1,000 hospital beds has arrived in New York … Read more Can the United States control its coronavirus outbreak? I Inside Story
Mar.31 — Oliver Chen, senior equity research analyst at Cowen, examines the impact of the coronavirus on the retail industry. He speaks on “Bloomberg Surveillance.”