JPM: First-Half Performance Too Good to Be True? 00:01:57 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 put a cap on inflation. Create new playlist Create new playlist BlackRock: Front End of Curve is ‘Yield of Dreams’ 00:01:35 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. Create new playlist Create new playlist Apollo: Non-Economic Factors Driving Bond Market 00:02:39 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. Create new playlist Create new playlist State Street Positive on Emerging Market Debt 00:03:02 Last year, 90%+ central banks raised rates globally against inflation. State Street's Ben Luk sees potential in disinflationary markets like Latin America, particularly in attractive local currency sovereign debt, discussed on Bloomberg Daybreak: Asia. Create new playlist Create new playlist HSBC’s Major Bullish on Treasuries 00:02:21 HSBC's Steven Major, Global Head of Fixed Income Research, outlines his bullish case for U.S. Treasuries on Bloomberg Markets: China. Create new playlist Create new playlist Blackstone: Energy Transition Is a $100 Trillion Opportunity 00:03:21 Last week, Blackstone closed its record energy transition private credit fund, B GREEN 3, at its hard cap of seven point one billion dollars – the largest fund of its kind ever raised. Joining Bloomberg Markets, Blackstone Credit Global Head of Sustainable Resources Rob Horn outlines several opportunities the firm is pursuing–including consumer solar and infrastructure. Create new playlist Create new playlist Load More
