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01:00
J.P. Morgan’s Kelly on the Missing Piece of the 60/40 Portfolio
David Kelly, Chief Global Market Strategist at J.P. Morgan Asset Management, discusses his return expectations for the 60/40 portfolio Bloomberg TV. He also shares one asset class he thinks it needs.
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01:28
Brandywine Global on Income Returning to Fixed Income After Tough Times
BrandyWine Global Portfolio Manager Jack McIntyre weighs in on attractive yields in fixed income, telling Bloomberg TV that “it goes back to the role of income.”
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01:13
BofA CEO Moynihan on Cooling Consumer Spending
Bank of America CEO Brian Moynihan tells Bloomberg TV why he thinks consumer spending is starting to normalize and explains the role that the Fed has played.
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00:56
Brandes Launches First Funds Through the Goldman Sachs ETF Accelerator
Goldman Sachs shares details about three new actively managed ETFs by Brandes Investment Partners, marking the first funds to launch through the Goldman Sachs ETF Accelerator.
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09:26
Why the Amount of Corporate Debt Outstanding Could Be a Problem
Don Burrows, Founder and Managing Partner at Burrows Capital Advisors, explains the recent bear steepening of the yield curve, whether the equity risk premium supports valuations, and how higher interest rates are impacting consumers.
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05:58
Earnings Season & FOMC Look Ahead
Meridian Equity Partners Senior Managing Partner Jonathan Corpina joins Gillian Kemmerer on the floor of NYSE as earnings season heats up. He recaps what we have seen so far from Q3, the surge in real yields and much more.
