PIMCO's Browne Sees 'Trifecta' of Returns from Bonds 00:01:33 Erin Browne, PIMCO multi-asset strategies portfolio manager, tells Bloomberg TV why she is bullish on fixed income opportunities. Create new playlist Create new playlist BMO’s Davis Expects Heightened Bond Volatility in 2024 00:01:12 Earl Davis, Head of Fixed Income and Money Markets at BMO Global Asset Management, tells Bloomberg TV when and why he thinks the 10-year yield will retest both its 2023 highs and lows in 2024. Create new playlist Create new playlist BNY Mellon CEO Vince on the One Lesson Learned in 2023 00:01:19 Bank of New York Mellon Corp. Chief Executive Officer Robin Vince tells Bloomberg TV how he is reflecting on everything that has transpired in markets this year. Create new playlist Create new playlist Voya’s Reinhard Optimistic U.S. Will Avoid Recession in 2024 00:00:42 Barbara Reinhard, Voya CIO and Head of Asset Allocation, tells Bloomberg TV that the U.S. economy will likely make it through 2024 without a recession. Create new playlist Create new playlist Oppenheimer’s Stoltzfus Makes Bullish 2024 Year-End Target 00:01:13 John Stoltzfus, chief investment strategist at Oppenheimer Asset Management, tells Bloomberg TV his expectations for monetary policy and equities in the year ahead. Create new playlist Create new playlist Columbia Threadneedle’s Al-Hussainy Shares 2024 Fed Expectations 00:00:55 Ed Al-Hussainy, global rates strategist at Columbia Threadneedle, shares his outlook for monetary policy in 2024 on Bloomberg Television. Create new playlist Create new playlist State Street: Merry Christmas from The Fed 00:02:48 The risk-on rally resulting from the Fed’s dovish pivot was an early Christmas present, according to State Street Senior Multi Asset Strategist Ben Luk. Create new playlist Create new playlist Julius Baer: ECB First Mover? 00:01:58 Of the Central Banks preparing to pivot, Europe will be the first to cut rates according to Mark Matthews, Head of Asia Research at Julius Baer. Create new playlist Create new playlist Citi's Bailin: "Slow Then Grow" 00:02:30 Citi Global Wealth CIO and Head of Investments David Bailin foresees a 15-20% total return on balanced portfolios moving into 2025. Create new playlist Create new playlist Horizon Investments’ Ladner: Fed Will Need to Start Cutting Rates Just to Stay Neutral 00:01:21 Scott Ladner, Head of Investment Management at Horizon Investments, shares his outlook for interest rates on Bloomberg TV and when he expects the Fed to start cutting. Create new playlist Create new playlist Sonders Talks ‘Rolling Recessions’ 00:01:23 Charles Schwab Chief Investment Strategist Liz Ann Sonders makes the case for rolling recessions as opposed to the black-and-white narrative of a hard or soft landing on Bloomberg Daybreak: Australia. Create new playlist Create new playlist Morgan Stanley Private Wealth’s Simonetti Sees Limited Upside for Equities 00:01:46 “We’re going nowhere, but we are getting there fast,” Morgan Stanley Private Wealth Management Senior Vice President Katerina Simonetti tells Bloomberg TV. She shares her outlook heading into 2024. Create new playlist Create new playlist Allspring’s Patel Thinks Handful of Stocks Could Continue to Dominate 00:00:47 Margie Patel, senior portfolio manager at Allspring Global Investments, tells Bloomberg TV that income-oriented investors can still own big tech. She explains why that could matter in 2024. Create new playlist Create new playlist Envestnet: Don’t Bet on a Stuck Landing 00:01:26 Envestnet Chief Investment Officer Dana D’Auria joins Bloomberg Daybreak to discuss the whiplash in markets regarding a goldilocks scenario. Create new playlist Create new playlist Citadel CEO Ken Griffin Calls for Recession in Q2 00:01:15 We will likely see a recession in the second quarter of next year, Citadel CEO Ken Griffin tells Bloomberg TV. He shares some key considerations for investors. Create new playlist Create new playlist Oaktree’s Marks Forecasts ‘Sea Change’ 00:01:38 Oaktree Capital Management Co-Chairman Howard Marks shares his monetary policy expectations for the next decade with Bloomberg TV. Create new playlist Create new playlist Fed’s Kashkari Bursts Rate Cut Bubble 00:01:24 While some market participants have begun to talk of rate cuts, Minneapolis Fed President Neel Kashkari says that this expectation is not grounded in reality. Create new playlist Create new playlist El-Erian Reacts to ‘Goldilocks’ Jobs Report 00:01:46 With unemployment and wage growth trending in the right direction, Allianz Chief Economic Adviser Mohamed El-Erian believes the numbers are signaling a soft landing. Create new playlist Create new playlist Load More
