Surveillance: Golden Age For Tech, Ives Says
James Athey, Aberdeen Standard Investments Senior Investment Manager, says FX has been been a good diversifier and hedge ahead of the U.S. election. Daniel Ives, Wedbush Senior Equity Research Analyst...
30 Okt 202028min
Surveillance: No Safe Havens, Gallo Says
Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, says voters are viewing the pandemic through two different lenses: a health crisis or an economic crisis. David Lebovitz, JPMor...
29 Okt 202019min
Surveillance: Flight to Quality With Rabobank's Foley
Troy Gayeski, Skybridge Capital Co-CIO, says technology stocks have been a significant profit driver for the market but remain overcrowded. Daniel Morris, BNP Paribas Asset Management Chief Market Str...
28 Okt 202027min
Surveillance: Eli Lilly CEO Says Science Will Win
Dave Ricks, Eli Lilly Chairman & CEO, says science will win in the fight against Covid-19. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, warns investors to resist the ...
27 Okt 202029min
Surveillance: Hunt For Yield With Goldman's Swell
Ben Laidler, Tower Hudson Research CEO, is betting on the resilience of the consumer. Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fixed Income Portfolio Management, says investors are...
26 Okt 202028min
Surveillance: Stimulus Talks With Kudlow
Lawrence Kudlow, National Economic Council Director, doesn't know if a stimulus bill can be passed before the election. Afsaneh Beschloss, RockCreek Group CEO, says investments in renewable energy hav...
23 Okt 202036min
Surveillance: Election Interference with Stravidis
Mike Pyle, BlackRock Investment Institute Global Chief Investment Strategist, says the Fed will be watching the nominal yield curve carefully and will not allow a tremendous amount of steepening. Geof...
22 Okt 202023min
Stimulus Priced In, Says Mahajan
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says there will not be much more movement from market levels until eyes of inflation are seen. Kevin Giddis, Raymond James Chief Fixe...
21 Okt 202029min
