Surveillance: My View Of Capitalism Is Localism, Rajan Says
Raghuram Rajan, Author of "The Third Pillar" and Former Reserve Bank of India Governor, advocates for pushing decision making back to the local level. Julian Emanuel, BTIG Chief Equity and Derivatives...
26 Helmi 201927min
Surveillance: EM Could Outperform DM, Greg Boutle Says
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, explains the confluence of factors that could lead EM to outperform DM. Karen Ubelhart, Bloomberg Intelligence Industrials Analyst...
25 Helmi 201926min
Surveillance: Not Trade War But Tech Theft, Feldstein says
Marty Feldstein, Harvard University Professor of Economics, says China is focused on trade deficits to divert from trade theft. Tara LaChapelle, Bloomberg Opinion Columnist, blames Kraft Heinz's fall ...
22 Helmi 201932min
Surveillance: The Equity Market Can Rally, Calvasina Says
Carl Weinberg, High Frequency Economics Chief Economist, says Chinese numbers are more stable than ours [in the U.S.]. John Micklethwait, Bloomberg Editor-in-Chief, discusses his latest piece on the e...
21 Helmi 201926min
Surveillance: We Will See More Volatility, Warne Says
Andreas Utermann, Allianz Global Investors CEO, and David Herro, Harris Associates CIO of International Equities, debate active and passive investment. Philippe Reines, Former Hillary Clinton Adviser,...
20 Helmi 201929min
Surveillance: Nothing As Cheap As European Stocks, Kelly Says
Ruchir Sharma, Morgan Stanley Investment Management Chief Global Strategist & "Democracy on the Road" Author, discusses India's sociopolitical landscape. David Kelly, JPMorgan Asset Management Chief G...
19 Helmi 201931min
Surveillance: EM Story Isn't Overplayed, Santos Says
Gabriela Santos, JPM Asset Management Global Market Strategist, doesn't think the EM story is overplayed. Bipan Rai, CIBC Head of North American Foreign-Exchange Strategy, thinks the dollar is overval...
15 Helmi 201930min
Surveillance Special: David Herro On Patience & Investment
David Herro, Harris Associates CIO of International Equities, highlights the importance of patience in investing, especially in periods like last year when certain sectors got highly devalued. He also...
14 Helmi 20197min
