$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 CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Episoder(3347)

Hong Kong Is Destined To Be Another Mainland City

Hong Kong Is Destined To Be Another Mainland City

Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Hong Kong protests and how investors are reacting. Jim Crowley, CEO of Pers...

13 Jun 201929min

Invesco’s Hooper: Tech Is Attractive Despite Headwinds

Invesco’s Hooper: Tech Is Attractive Despite Headwinds

Kristina Hooper, Chief Global Market Strategist at Invesco, discusses why a recession isn't in the cards for mid-2020. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Managem...

12 Jun 201927min

80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)

80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)

(Corrects title in reference to Bain's credit purchases.)Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Se...

11 Jun 201926min

Too Much Worry About Emerging Markets: Van Eck's Fine

Too Much Worry About Emerging Markets: Van Eck's Fine

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown.  Anurag Rana, Software & IT Services analyst for Bloomberg Intelligence, o...

10 Jun 201927min

Philip Morris Bets The Company's Future On Vaping Products

Philip Morris Bets The Company's Future On Vaping Products

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7 Jun 201927min

Why The US Dollar Is Poised to Weaken Vs Euro

Why The US Dollar Is Poised to Weaken Vs Euro

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian Fenty, Co-Founder and CEO of TodayTix, expand...

6 Jun 201928min

Mike Mayo: Banks Are Poised To Party Like It’s 1995

Mike Mayo: Banks Are Poised To Party Like It’s 1995

Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut.  Ken Fisher, Founder, Executive Chairman and...

5 Jun 201935min

UBS's Harford: We're In 4th Inning of Consolidation

UBS's Harford: We're In 4th Inning of Consolidation

Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and ...

4 Jun 201928min

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