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01:47
Barclays: AI Is A Global Race
The AI race between companies and countries is heating up, according to Barclays Global Head of Technology Investment Banking Kristin Roth DeClark.
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01:13
BofA: There Will Be Treasury Buyers
Bank of America Securities Head of U.S. Rates Strategy Mark Cabana tells Tom Keene that rates will remain higher for longer.
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01:13
State Street: Time for Duration is Now
State Street Chairman and CEO Ron O’Hanley tells Bloomberg that 10-year Treasuries will “probably” top out at 5%.
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01:19
Fed’s Powell: Higher Yields, Fewer Hikes?
Federal Reserve Chairman Jerome Powell discusses whether or not rising yields are doing the job of restrictive monetary policy.
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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.”
