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02:21
BlackRock Flags Leveraged Loans
BlackRock head of macro credit research Amanda Lynam doubts that the outperformance of lower-quality credit, such as leveraged loans, is sustainable. Speaking on Bloomberg Surveillance, she points out the vulnerability of the sector and touches on headwinds that may cause dispersion in the market.
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06:35
The ETF Show - What's Behind the Spike in Volatility
Mark Carver, Managing Director and Global Head of Equity Factor Products at MSCI, reflects on the macro backdrop and unpacks the market rotation we are experiencing. He also covers what he is hearing from clients and the relatively strong flows into equities, including value and quality investments.
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01:05
Blackstone CEO Talks Fiscal Risk
Blackstone CEO Stephen Schwarzman believes that the resilient labor market, which has refused to cool despite the Federal Reserve’s tightening cycle, will keep the U.S. Economy on track. Speaking with Bloomberg from the International Private Equity Market Conference in Paris, Schwarzman says that the budget deficit is a bigger risk than the current business cycle.
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01:04
Nuveen CIO Disagrees with Markets on Rate Cuts in 2024
Saira Malik, Chief Investment Officer at Nuveen, shares reasons to be optimistic about markets and explains why she doesn’t foresee interest rates coming down in 2024.
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08:24
August CPI Hotter Than Expected
TJM Investments Managing Director Timothy Anderson reacts to the August CPI print which showed accelerated inflation--largely fueled by an uptick in energy prices. He also looks ahead to August retail figures and the Arm IPO later this week.
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01:31
Kyle Bass Talks Office Demise
Hedge fund manager Kyle Bass foresees a 10% hit to U.S. banking equity due to the post-COVID trend away from office space. Speaking with Bloomberg Markets, Bass predicted a $200 to $250 billion dollar loss from the office sector of commercial real estate. He highlighted industrials, multi-family and data centers as pockets of opportunity moving forward.
