Emerging market hard-currency credit continues to outperform most major fixed-income asset classes, yet it also offers a wide range of tactical and relative value positioning. Marcelo Assalin, head of EM debt and portfolio manager at William Blair Investment Management, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed-income strategist, to disc ... Show More
Jul 16
Macro Matters: BI’s Adelberg on Housing, MBS and Prepay Risk
Housing affordability, mortgage-market modernization and changing refinance behavior are reshaping the outlook for mortgage-backed securities. Erica Adelberg, Bloomberg Intelligence MBS strategist, joins Ira Jersey, BI chief US interest-rate strategist, on this edition of the FIC ... Show More
23m 2s
Jul 14
All Options Considered: Equity Derivatives With Susquehanna
On the face of it, index volatility has remained relatively subdued, but underneath there is significant rotation and elevated single-stock volatility. In this edition of the All Options Considered podcast, Bloomberg Intelligence chief global derivatives strategist Tanvir Sandhu ... Show More
12m 49s
Jul 13
Credit Crunch: Xponance’s McElreath on Credit Inefficiencies
“The portfolio manager’s dilemma is, ‘Do I take risk, or do I not take risk?’” Noel McElreath, senior portfolio manager for US fixed income at Xponance, tells Bloomberg Intelligence’s Noel Hebert. “And then, ‘What is excess return telling me?’” On this episode of Credit Crunch, t ... Show More
59m 33s
Aug 2024
Recession or slowdown? Navigating uncertainty
<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More
11m 40s
May 2023
Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
Learn more about ... Show More
8m 28s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s