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  • Fidelity: China Stocks Remain ‘Top Call’
    01:53

    Fidelity: China Stocks Remain ‘Top Call’

    As forecasters slash growth estimates for China amidst weakness in the property sector, many investors have turned bearish on the world’s second-largest economy. But according to Fidelity International Director Catherine Yeung, they may be missing one of the most attractive buying opportunities in years. Speaking on Bloomberg Daybreak: Asia, Yeung made the case for Chinese equities, arguing that...

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  • JPM: First-Half Performance Too Good to Be...
    01:57

    JPM: First-Half Performance Too Good to Be...

    Despite interest rate hikes across global Central Banks, equities markets have defied conventional wisdom and rallied throughout the tightening cycle. But according to JP Morgan Asset Management’s Karen Ward, perhaps this scenario has been too good to be true. Speaking on Bloomberg’s The Pulse, Ward expressed an expectation that tougher times are ahead–including the recession that could finally...

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  • Global X Launches Two Active Emerging...
    01:04

    Global X Launches Two Active Emerging...

    Global X just announced the first active Brazil and India ETFs available to US investors. The ETF provider with more than $1 billion in AUM explains why these two EM economies could be strong investment opportunities as they enter cycles of domestic consumer-driven growth.

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  • Mercer Global Investment Chief Talks Jackson...
    08:06

    Mercer Global Investment Chief Talks Jackson...

    Mercer Global Chief Investment Strategist Rich Nuzum joins Gillian Kemmerer on the floor of the New York Stock Exchange ahead of the NVIDIA earnings release to discuss big tech's role in the equity bull market, the upcoming Jackson Hole Symposium, rising yields on the 10-year U.S. Treasury and his outlook for China.

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  • BlackRock: Front End of Curve is ‘Yield of...
    01:35

    BlackRock: Front End of Curve is ‘Yield of...

    While some pockets of fixed income could be a swing and a miss, BlackRock’s head of iShares Gargi Chauduri is calling the front end of the curve the ‘yield of dreams.’ Speaking with Bloomberg’s Jonathan Farro, Chauduri discussed the opportunity set for investors who can stomach the short-term volatility ahead.

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  • Apollo: Non-Economic Factors Driving Bond...
    02:39

    Apollo: Non-Economic Factors Driving Bond...

    The U.S. 10-year real yield recently hit 2%, its highest since 2009. Despite a long-term economic outlook that has remained relatively stable, Apollo Partner and Chief Economist Torsten Sløk believes that non-economic variables may be driving outsized moves in the bond market, including the recent Fitch downgrade of U.S. government debt.

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