High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.

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Jaksot(3352)

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Ver...

31 Touko 201828min

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CE...

31 Touko 201829min

Commercial Real Estate and Money Issuance

Commercial Real Estate and Money Issuance

Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief...

25 Touko 201818min

Danger Is Building In Some Emerging Markets: Bill Rhodes

Danger Is Building In Some Emerging Markets: Bill Rhodes

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto...

25 Touko 201840min

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall.  Matt Miskin, market strategist for John Hancock Investments, on why...

23 Touko 201831min

Venezuela Has a Refugee Crisis Of Syrian Magnitudes: Hausmann

Venezuela Has a Refugee Crisis Of Syrian Magnitudes: Hausmann

Ricardo Hausmann, Harvard economist and Former Minister of Planning for Venezuela, discusses Venezuela’s elections and economic outlook.Alan Bjerga, agriculture reporter for Bloomberg, on how the agri...

21 Touko 201834min

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist...

19 Touko 201826min

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insur...

19 Touko 201827min

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