-
02:39
Apollo: Non-Economic Factors Driving Bond Market
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.
-
06:17
Envestnet Market Outlook
Envestnet Co-CIO and Group President for Solutions Dana D'Auria joins View from the Floor to discuss the current climate, investment trends to watch and more.
-
03:02
State Street Positive on Emerging Market Debt
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.
-
02:21
HSBC’s Major Bullish on Treasuries
HSBC's Steven Major, Global Head of Fixed Income Research, outlines his bullish case for U.S. Treasuries on Bloomberg Markets: China.
-
03:21
Blackstone: Energy Transition Is a $100 Trillion Opportunity
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.
-
01:20
Fixed Income News: PIMCO’s Ivascyn Has a Fed Warning, Nuveen Expects Yields to Fall, Vanguard Favors High Quality
PIMCO’s Dan Ivascyn tells Bloomberg TV that even if the Fed does pause hiking, it’s “dangerous to think they are done.” Nuveen expects “higher for longer” rates, but thinks yields will come down slightly. Finally, Vanguard writes that the global bond market is approaching cruising altitude.
