Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.
In this Macro Matters edition, Chief US Interest Rate Strategist Ira Jersey is joined ... Show More
Nov 24
Credit Crunch: Where AI Fits With Cognitive Credit’s Rob Slater
“If there are things in your business that need to get done, but they’re pretty low risk, this is a great place to start because it has a very attractive risk-reward payout,” says Rob Slater, CEO and founder of Cognitive Credit, reflecting on one of the two areas where AI makes t ... Show More
1h 2m
Nov 20
Macro Matters: Global Asset Allocation With Stephen Dover
Policy rates will likely be cut three times in 2026, with the 10-year yield between 4-4.5%, says Stephen Dover, chief market strategist at Franklin Templeton. Dover is joined by BI chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate Will Hoffman ... Show More
20m 58s
Nov 17
Credit Crunch: Sound Point's Steve Ketchum on Credit's Revolution
“Everyone we compete with, other CEOs of asset managers, credit asset managers that I talk to, are hyper-focused on making sure that there's not another cockroach running around in their portfolio,” says Steve Ketchum, CEO and founder of Sound Point Capital, when reflecting on th ... Show More
58m 4s
Feb 2024
Matt King, Founder, Satori Insights, LTD
<p>Efforts to understand the “why” of the motion in asset prices consume our time and attention in markets. To be sure, traditional sources of risk – namely the economy, the path of corporate profits and changes in the interest rate cycle – do matter. But, as Matt King argues, es ... Show More
58m 29s